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What you'll get

  • Job Credibility
  • Certification Valid for Life
  • On-demand video*
  • E-Book
  • Self-Paced Learning
  • Certificate of Completion

Exam details

  • Mode of Exam : Online
  • Duration : 1 Hour
  • Multiple Choice Questions are asked
  • No. of Questions are asked : 50
  • Passing Marks : 25 (50%)
  • There is no negative marking

The course Introduction to QuickBooks is a short term certification course and the duration of the course is 3 months. This course is designed for beginners to teach them how to maintain books of accounts of companies. There are simplified and short modules to make your learning experience easier. This is a great course if you want to establish your career in the accounting sector, after finishing this course you will become pro.

What will you learn in this course?

You will get online training where you will learn the following things:
  1. A quick introduction of this software
  2. Company creation and setup
  3. Day to day journal entries like expenses, cash, purchases, sales, etc.
  4. Bank and credit transactions
  5. Inventory maintaining
  6. Migration to QuickBooks online
  7. Customizing this software for your business and managing customers and vendors,
  8. Business overview report
  9. Customer sales, vendor and expense reports
  10. Managing payroll in this software
  11. Closing the books and handling special transactions, and other key features.

Why should you join this course?

You should enrol in this course if you want to make your career in the accounting field. This software is used by small and medium industries inside and outside India. There are a lot of international companies who hire QuickBooks professionals, like CA Technologies, EisnerAmper LLP, and Tax & Business Matters LLC. In India, there are more than 50,000 job openings for these professionals in different companies and the number of job opportunities will increase day by day.

Course Content

Total: 87 lectures
  • What is QuickBooks?
  • Creating a QuickBooks Account
  • Navigating in QuickBooks
  • Small business bookkeeping 101
  • Accessing the QBO Advanced test drive account
  • Setting up customized fields
  • Managing customized user permissions
  • Using workflow automation
  • Importing invoices and budgets into QuickBooks
  • Batch-creating invoices in QuickBooks
  • Smart Invoicing
  • Reclassify transactions
  • Custom reminders
  • DocuSign integration
  • Using online backup and restore
  • Utilizing the performance center and custom charts
  • Fathom reporting app
  • Priority Circle membership
  • Key information and documents: To Set Up Company
  • Setting up company preferences
  • Preparation for data conversion
  • Choosing your QuickBooks start date
  • Converting from another accounting software or Excel to QuickBooks
  • Reasons not to convert from QuickBooks Desktop to QuickBooks
  • Converting QuickBooks Desktop data to QuickBooks
  • Customizing the chart of accounts list
  • Connecting bank accounts to QuickBooks
  • Connecting credit card accounts to QuickBooks
  • Giving other users access to your QuickBooks data
  • Managing customer lists in QuickBooks
  • Managing vendor lists in QuickBooks
  • Managing products and services lists in QuickBooks
  • Setting up sales tax in QuickBooks
  • Creating an invoice that includes sales tax
  • Sales tax reports
  • Paying sales tax when it comes due
  • Understanding sales forms
  • Recording customer payments
  • Recording payments to the undeposited funds account
  • Issuing credit memos and refunds to customers
  • Entering and paying bills
  • Managing recurring expenses
  • Writing checks
  • Printing checks
  • Editing, voiding, and deleting expenses
  • Capturing and categorizing receipts and bills
  • Overview of the Banking Center
  • Matching transactions
  • Editing banking transactions
  • Understanding bank rules
  • Reconciling accounts
  • Navigating the report center
  • Reports available in the report center
  • Customizing reports
  • Exporting reports
  • Sending reports via email
  • Understanding profit and loss statements
  • Generating balance sheet reports
  • Understanding the statement of cash flows
  • Creating a budget
  • Using the Cash Flow planner
  • Generating the Audit Log report
  • Generating an accounts receivable aging report
  • Generating an open invoices report
  • Generating a sales by client report
  • Generating a sales by product/service report
  • Generating an accounts payable (A/P) aging report
  • Generating an unpaid bills report
  • Generating an expenses by vendor summary report
  • Generating a bill payments report
  • Setting up payroll
  • Running payroll
  • Generating payroll reports
  • Filing payroll tax forms and payments
  • Setting up 1099 contractors
  • Tracking and paying 1099 contractors
  • 1099 year-end reporting
  • Reviewing a checklist for closing your books
  • Preparing key financial reports
  • Giving your accountant access to your data
  • Using apps in QuickBooks
  • Managing credit card payments
  • Customizing sales templates
  • Setting up business loans and lines of credit
  • Managing petty cash
  • Recording bad debt expense
  • Tracking delayed charges and credits


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