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.

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Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

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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
Course Page Updated: March 2026

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