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QBO Video Courses

QuickBooks® Desktop for PC Course

For someone else
Alicia Katz Pollock
For someone else
Purchase for $249 or enter access code

This Intuit QuickBooks tutorial for beginners teaches small business owners and bookkeepers to use QuickBooks Desktop on a PC: setup, daily data entry, reports.


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

Instructional Level


Course Length

6 hours

Course Credits

6 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS Self Study

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers will boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks® easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills.

Advance Preparation 



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.


Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions



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:



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

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here
Glossary of Terms

2. Watch the Videos: Introduction to QuickBooks for Desktop PC

Learn how to manage your company by using QuickBooks.

Intro to QuickBooks for Desktop PC Video
The Interface Video
Setting Up Your Company
Review Questions: Setting Up QuickBooks Desktop for PC
User Accounts
Chart of Accounts
Working with Items
Review Questions: Lists, COA, Products & Services in QuickBooks Desktop for PC
Working with Customers
Review Questions: Customers in QuickBooks Desktop for PC
Working with Vendors
Review Questions: Vendors in QuickBooks Desktop for PC
Additional Transactions
Running Reports
Additional Tools
Review Questions: Additional Transactions in QuickBooks Desktop for PC

3. Take the Quizzes

Take these quizzes to demonstrate your mastery of the material. Pass each quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Setting Up QuickBooks Desktop for PC
Quiz: Lists, COA, Products & Services in QuickBooks Desktop for PC
Quiz: Customers in QuickBooks Desktop for PC
Quiz: Vendors in QuickBooks Desktop for PC
Quiz: Additional Transactions in QuickBooks Desktop for PC
Evaluation & Participation Survey


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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