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Quickbooks for Desktop PC Exploring the Interface - For Beginners

4.2 (13)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Thursday, August 13, 2020 | 09:00 AM EDT

  • CPA Canada
  • CPA
  • Tax Preparer
  • CMA

3.5 Credits


Subject Area

Computer Software and Applications

Upcoming Webinars

Course Description

QuickBooks is accounting software that offers several versions designed to fit the needs of most small or medium-sized businesses. All versions of QuickBooks offer tools for routine accounting that simplify tracking income and expenses; more advanced versions provide features for managing contractors, setting prices or tracking inventory. This QuickBooks webinar for beginners teaches small business owners and bookkeepers to use QuickBooks Desktop on a PC including setup, daily data entry, reports and other processes.

This webinar would cover : 

  • Choosing the right version of QuickBooks for your needs, and how to set it up.
  • Overview of different QuickBooks’ features
  • Accessing different reports within Quickbooks.
  • Track your daily sales income and all your expenses. 
  • Generating instant Profit and Loss report and Balance Sheet for taxes.

Learning Objectives

  • To recognize the importance of good record keeping
  • To identify when do you need a bookkeeper and when can you do it yourself?
  • To recognize the common bookkeeping mistakes business owners make
  • To identify ways of Setting up QuickBooks
  • To recall the QuickBooks Preferences

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Chief Accounting Officer
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA


    [no_of_record] => 13
    [average] => 4.1538




This course was brilliantly offered with a very knowledgeable and engaging presenter which delivered a Fantastic, clear and Completely understandable webinar which felt very much productive.


Great program


Loved it! It created a great foundation for building on. Alicia kept a good pace so that you aren't getting lost in the material and with just enough repetition to really help drive it home. I'm ready for a "Beginner Part 2" or a "Becoming a Bookkeeper" webinar!


Webinar timed out and I had to log back in. Hope this did not impact my attendance.


To introduce a computer program is a challenge. However, you need to make it interactive to not lose your audience, e.g. have the audience do a certain operation themselves. Furthermore, there were no slides at all other than the handout. A computer program intro must switch between theoretical handout / slides and program itself and interaction. The presenter failed here completely. Furthermore, the presenter's screen was blurred and not legible at my end.