Introduction

This class is essentially the same as QuickBooks® for Desktop, but the participants that day were all from Non-Profits and Churches, so the questions and conversation is specific to those business structures.

Instructional Level

Beginner through Advanced 

Course Length

6 hours 

Course Credits

6 CPE, Certificate of Completion

Prerequisites 

  • No prerequisite knowledge needed.
  • QuickBooks® Pro or higher installed on your computer.

 

Who should take this class?

  • Bookkeepers, employees, or volunteers from Non-Profits or Churches
  • Bookkeepers and Accountants who wish to brush up on their skills.

 

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

 

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here

2. Introduction to QuickBooks for Desktop PC

Learn how to manage your company by using QuickBooks.

Intro to QuickBooks Desktop

3. 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 Completion requirement
Quiz: Lists, COA, Products & Services Completion requirement
Quiz: Customers Completion requirement
Quiz: Vendors Completion requirement
Quiz: Additional Transactions Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate