After completing this course, you will be able to: 

• Set up a new QuickBooks file
• Create sales transactions to receive money from your customers
• Create expense transactions to pay your vendors
• Use the Banking Center and reconcile your bank statements
• Run reports analyzing your company’s performance

What You’ll Learn 

• The importance of good record keeping
  
• When do you need a bookkeeper and when can you do it yourself?
• Common bookkeeping mistakes business owners make
• Setting up QuickBooks
• QuickBooks Preferences
• Creating your Items list
• Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
• Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
• Bank feeds
• Reconciling

QuickBooks® Desktop for PC Course Description:

Learn how to manage your company's daily workflow using QuickBooks Desktop on a PC. We’ll start with choosing the right version of QuickBooks for your needs, and how to set it up. Then we’ll take a look at all of QuickBooks’ features, and help you determine what steps will give you the reports you want. Learn to track your daily sales income and all your expenses. By keeping good records, you’ll have an instant Profit and Loss report and Balance Sheet for taxes.

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Course Credits: 6 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: November 2023