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Questiva's QuickBooks® Desktop Hands-On Training

For someone else
Alicia Katz Pollock
For someone else
Purchase for $397 or enter access code

Intuit's QuickBooks Desktop for PC is the classic accounting software to run businesses large and small. Learn to use it with this complete course, featuring hands-on step-by-step exercises.

Welcome to the companion course to Questiva Consultants
QuickBooks Desktop Hands-On Training.

Course Description:

Questiva Consulting’s QuickBooks Desktop Hands-On Training is the modern take on the classic textbook that has been used to train business owners and bookkeepers for decades.

Originally a college textbook for semester-long courses, this step-by-step tutorial has moved out of the classroom and is now available as a self-paced program. Learn QuickBooks Desktop using real-life scenarios that match the situations you face in your business every day.

Who This Course Is For:

This book and course work hand-in-hand to provide a complete experiential learning environment for business owners and bookkeepers who want to learn QuickBooks using real-life scenarios.

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
  • Manage inventory stock levels
  • Set up employees and run payroll
  • Use job costing features to analyze profitability
  • Close out the year including equity adjustments


Why You Should Take This Course:

Benefits of taking this course include:


  • Convenient downloadable files
  • Receive CPE Credit / Continuing Education Units
  • Have an instructor review your work
  • Use the Class Discussions forum to ask questions
  • Take an exam for full credit
  • Use the answer key and solution files to compare your answers



What Other Learners Had To Say:


“This book is the BEST resource I've ever seen. It's full of practical examples for every transaction you'll ever need to know.” - Ellen O.

“This book has transformed the way I think about bookkeeping. I couldn’t do my job without it.” - DeShawn R.


How To Take This Course:

To take this class, you’ll purchase the book (if you haven’t already), download the files, work through the lessons and exercises on your own, then log in here to submit your work for grading, ask questions, take quizzes to reinforce your understanding, and earn course credit.



About This Course:

This course is a companion to Questiva Consultants' QuickBooks Desktop Hands-On Training, available at and on Amazon.

The book is designed like a college course to be taken over several weeks, and is intended to prepare you for Certiport’s Intuit QuickBooks Certified User Exam, as well as Intuit’s ProAdvisor Desktop Exam. Expect to spend at least 30 hours of time to receive full credit.


Frequently Asked Questions:

Q: Is this for QuickBooks Online also?

A: This course is just for QuickBooks Desktop. Click here to visit our QuickBooks Online training courses.


Q: How long will this course take?

A: That's completely up to you. The curriculum was designed for semester-long college classes. There is no time limit to finish. You can repeat lessons that challenge you, and take each quiz as many times as you need until you score 80% or better.


Q: How long will I have access to this course?

A: You will have lifetime access to the course and all the materials, including future updates.


Q: How do I get credit?

A: You will upload each exercise file for grading, and take quizzes for each chapter. Once you complete all the assessments, you will receive a certificate from Royalwise Solutions, Inc.. Our application with NASBA to grant CPE credit is pending.


Q: I don't need all the topics and don't have that much time. Can I get partial credit?

A: Sure! Reach out to us and we can issue you a special course completion certificate that reflects the number of sections you completed.



Refunds & Cancellations

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



Royalwise 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 Updated: June 2022

Here is the course outline:

Course Materials

Buy the book if you don't already have a copy, and download files.

pageText Order your book
pageText Download the files
Questiva QBDT HOT: Answer Key

Chapter 1: Getting Started

Before we dive into the hands-on, let's start with an overview: how to use this book, where to download the files, and how to submit your work to get credit.

How to take this course
Using the Course Files
pageText How to take this course
pageText Using the Course Files

Chapter 2: Introducing QuickBooks

QuickBooks helps small business owners run their businesses efficiently without worrying about the debits and credits of accounting entries. However, to use QuickBooks effectively, you still need to understand how QuickBooks is structured, how its files work, how to navigate in the system to do tasks, and how to retrieve information about your business. In this chapter you’ll learn some of the basics of the QuickBooks program and then you will explore the world of accounting.

Intro to QuickBooks Desktop
Accounting 101
Imagine Photography Business Scenario
User Interface Features
Entering Transactions
Getting Help
quiz Submit: Introduction - Problem 1
quiz Submit: Introduction - Problem 2

Chapter 3: The Sales Process

In this chapter, you will learn how QuickBooks can help you record and track revenue in your business. Each time you sell products or services, you will record the transaction using one of QuickBooks’ forms. When you fill out a QuickBooks Invoice or Sales Receipt, QuickBooks tracks the detail of each sale, allowing you to create reports about your income.

The Sales Process
Setting Up Customers
Recording Sales
Undeposited Funds
Creating Invoices
Receiving Payments from Customers
Making Bank Deposits
Running Accounts Receivable Reports
folderUp Submit: The Sales Process - Chapter Exercise
folderUp Submit: The Sales Process - Problem 1
folderUp Submit: The Sales Process - Problem 2

Chapter 4: Additional Customer Transactions

In this chapter, you will learn how QuickBooks records customer Returns and Refunds, creates Customer Statements, and processes Sales Reports.

Recording Refunds and Credits
Writing Off a Bad Debt
Creating Batch Invoices
Assessing Finance Charges
Collecting Sales Tax
Creating Sales Reports
folderUp Submit: Additional Customer Transactions - Chapter Review
folderUp Submit: Additional Customer Transactions - Problem 1
folderUp Submit: Customers - Problem 2

Chapter 5: Managing Expenses

In this chapter, we will discuss several ways to track your company’s expenditures and vendors. We will start by adding vendors to your file, and then discuss several methods of paying them. In addition, this chapter shows you how to track expenses by job.

Entering Expenses
Setting Up Vendors
Tracking Job Costs
Paying Vendors
Managing Accounts Payable
Printing and Voiding Checks
Company Credit Cards
Applying Vendor Credits
Vendor Refunds
Refunding Vendor Credits
Paying Sales Tax
Accounts Payable Reports
folderUp Submit: Managing Expenses - Chapter Review
folderUp Submit: Managing Expenses - Problem 1
folderUp Submit: Managing Expenses - Problem 2

Chapter 6: Bank Transactions and Reconciliation

This chapter explores common bank transactions including transfers and bounced checks. We then explore the Banking Feed, which imports transactions from the bank to confirm your existing data and expedite your remaining entry. We’ll then learn about Reconciliation, the act of confirming your accuracy.

Bounced Checks
Banking Feed Center
folderUp Quiz: Bank Transactions and Reconciliation - Review
folderUp Submit: BankRec - Problem 1
folderUp Submit: BankRec - Problem 2

Chapter 7: Reports

In this chapter, you’ll learn how to create a variety of reports to help you manage your business. Every report in QuickBooks gives you immediate, up-to-date information about your company’s performance.

Finding Transactions
Report Types: Cash vs Accrual
Accounting Reports
Business Management Reports
QuickBooks Graphs
Building Custom Reports
Memorizing Reports
Processing Multiple Reports and Exporting Reports
folderUp Submit: Reports - Problem 1
folderUp Submit: Reports - Problem 2
folderUp Submit: Reports - Quiz

Chapter 8: Customizing QuickBooks

QuickBooks has many customizable options that allow you to configure the program to meet your own needs and preferences. This chapter introduces you to many of the ways you can make these configurations in QuickBooks using Preferences, customizing the Home page, menus, and toolbars, and creating templates for forms. This chapter also introduces some new lists, including the Terms List, and the Template List.

Preferences and Customizing Menus
The Terms List
Price Levels
Custom Fields
Modifying Sales Forms Templates
folderUp Submit: Customizing - Problem 1
folderUp Submit: Customizing - Problem 2
folderUp Submit: Customizing QuickBooks - Chapter Review

Chapter 9: Walker Case Study

In this exercise, you will work with Walker Graphic Design, a new startup. You will record initial start-up costs, enter a month of business transactions, reconcile bank accounts, and answer questions about the company's finances.

folderUp Case Study: Walker Graphic Design
quiz Case Study Analysis Questions

Chapter 10: Items and Inventory

QuickBooks has a number of tools for tracking goods and materials, including the Inventory Center. In this chapter, you will learn how to set up and manage your Items and Inventory in QuickBooks.

folderUp Items and Inventory
folderUp Submit: Inventory - Problem 1
folderUp Submit: Inventory - Problem 2

Chapter 11: Time and Billing

QuickBooks helps you track Billable Expenses, costs your company incurs and then passes on to a customer. Whether you need to get reimbursed for the cost of an expense, an item, or employee time, QuickBooks helps you from when the expense occurs through invoicing the client.

folderUp Time and Billing
folderUp Submit: Time and Billing - Problem 1
folderUp Submit: Time and Billing - Problem 2

Chapter 12: Payroll Setup

In this chapter, you will learn how to set up QuickBooks to track your Payroll. In order to use QuickBooks to track payroll, you must properly set up your Payroll Accounts, Payroll Items, Employees, and Opening Balances. If you plan to process payroll manually or use an outside payroll service, you will still need to set up QuickBooks to correctly record your payroll transactions.

folderUp Payroll Setup
folderUp Submit: Payroll Setup - Problem 1
folderUp Submit: Payroll Setup - Problem 2

Chapter 13: Payroll Processing

In this chapter, you’ll learn to process your payroll smoothly using QuickBooks Payroll. It presents the use of QuickBooks Basic Payroll, which helps you create paychecks by automatically calculating the payroll taxes on each paycheck.

folderUp Payroll Setup
folderUp Submit: Payroll Processing - Problem 1
folderUp Submit: Payroll Processing - Problem 2

Chapter 14: Company File Setup

In this chapter, you will create a new QuickBooks data file, set up the Chart of Accounts, and enter opening balances. You will also learn how to set up user access rights and passwords for each person who will use QuickBooks. Creating a new company file can be done at the inception of a new company, or when an existing company decides to start using QuickBooks. It is also appropriate for a company that is already using QuickBooks to create a new company file when the existing one has many errors and fixing it is not worthwhile.

folderUp Company File Setup
folderUp Submit: Setup - Problem 1
folderUp Submit: Setup - Problem 2

Chapter 15: Estimates and Invoicing

In this chapter, you’ll learn how Estimates, Progress Invoicing, and Customer Deposits help you track the various stages of a sales cycle.

folderUp Estimates and Invoicing
folderUp Submit: Estimates and Invoicing - Problem 1
folderUp Submit: Estimates and Invoicing - Problem 2

Chapter 16: Adjustments and Year-End Procedures

This chapter covers various ways to make Adjustments as well as process End of year tasks. Topics include how to Edit and Void transactions in current and closed periods, and how to use Journal Entries and Zero-Dollar Checks to adjust balances and close the year. You will also learn how to Memorize transactions and use the Closing Date in QuickBooks.

folderUp Adjustments and Year-End Procedures
folderUp Submit: Adjustments - Problem 1
folderUp Submit: Adjustments - Problem 2

Chapter 17: Capstone Project - Horizon Financial Planning

In this capstone project, you will record initial start-up costs, complete one month of business transactions, including purchases, sales, deposits, accounts receivable, accounts payable, payroll and taxes as well as track inventory and reconcile a bank account. In the end, you will answer several questions about the finances for Horizon Financial Planning.

folderUp Capstone Project: Horizon Financial Planners
quiz Case Study Analysis Questions

Final Exam

Take these quizzes to demonstrate your mastery of the material. Pass each one with an 80% or higher to complete the course, earn your credit, and receive a CPE Certificate! You may take each one as many times as necessary.

pieChart Complete this survey for CPE Credit
quiz Intro to QBDT
quiz The Sales Process
quiz Additional Customer Transactions
quiz Managing Expenses
quiz Bank Transactions and Reconciliation
quiz Reports
quiz Customizing QuickBooks
quiz Inventory
quiz Time and Billing
quiz Payroll Setup
quiz Payroll Processing
quiz Company File Setup
quiz Estimates and Invoicing
quiz Adjusting Entries and Year-End Closing


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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