QuickBooks for Windows: Introduction

One Day Ÿ Instructor-led

QuickBooks is the #1 rated small business financial software and it can help you get organized, save time, and simplify what you do every day. QuickBooks puts your sales, expenses, and customer & vendor profiles at your fingertips. That way you can quickly find what you need when you need it, including money coming in and money going out of your business.

Tracks Sales & Expenses with Professional Invoicing and Payment Tools
QuickBooks helps you easily track sales, create professional invoices, and receive payments from customers. QuickBooks also tracks your expenses and categorizes them so you can analyze your spending.

Makes Tax Time Easier with Reliable & Complete Records
QuickBooks organizes your financial records throughout the year, so finding the information you need for tax time is easy. Your tax accountant, if you have one, may also spend less time completing your paperwork.


Owners/employees who are responsible for financial & client record keeping in a business would benefit from learning QuickBooks.

Typical QuickBook users are:

  • Small Business owners
  • accountants
  • bookkeepers
  • office assistants
  • staff accountants


QuickBooks students should have a good working knowledge PC use and should have a general understanding of basic accounting concepts.

Course Outline

Lesson 1: Getting Started with QuickBooks 2010

  • Explore the QuickBooks Interface
  • Access the QuickBooks Centers
  • Use QuickBooks Help

Lesson 2: Entering Company Details

  • Create a Company
  • Update the Chart of Accounts
  • Save a Copy of the Company

Lesson 3: Building QuickBooks Lists

  • Build Employee Lists
  • Built Item Lists
  • Build Customers and Job Lists
  • Build Vendor Lists
  • Modify Multiple List Entries
  • Manage Lists

Lesson 4: Managing Inventory

  • Place Purchase Orders
  • Record Receipt of Inventory
  • Make Payments
  • Update Inventory Manually

Lesson 5: Recording Product Sales

  • Create a Product Invoice
  • Record a Cash Sale
  • Prepare a Credit Memo
  • Track Customer Payments

Lesson 6: Creating Service Invoices

  • Create a Service Invoice
  • Record Statement Charges
  • Generate a Billing Statement

Lesson 7: Managing Bank Accounts

  • Record Deposits
  • Pay Using Checks
  • Maintain the Check Register
  • Transfer Funds Between Accounts
  • Reconcile the Accounts