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QuickBooks Desktop 2023 #1 - Navigation, Forms, And Reports
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21h 46m

Learn the fundamentals of and how to navigate QuickBooks Desktop from a Certified Public Accountant.

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Course Skill Level
Time Estimate
21h 46m


Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI

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About This Course

Who this course is for:

  • Business owners
  • Accountants
  • Bookkeepers

What you’ll learn: 

  • Fundamentals of QuickBooks Desktop
  • Navigating through this accounting software


  • No prior knowledge is required to take this course

Software version used in the course:

  • QuickBooks Desktop 2023

This course will cover the fundamentals of QuickBooks Desktop, the things you need to know to get up and running.

We will first talk about how to get access to QuickBooks Desktop, possibly with the 30-day free trial often offered by QuickBooks, the 30-day free trial being a perfect tool for a course like this.

Using the sample company file provided by QuickBooks, we will practice navigating the software, locating the settings, the general ledger and other core lists, the reports, and the primary forms used to enter financial transactions.

We will break the accounting process down into accounting cycles, including the revenue or accounts receivable cycle, the purchases or expense or accounts payable cycle, and the payroll or employee cycle.

Thinking about the accounting process by cycle is much easier to visualize, the data input forms falling into place, the order and linking of many data input forms becoming much clearer.

This course will demonstrate the core financial statement reports, the balance sheet, and the income statement or profit and loss. We will then look at many other reports, considering how most will expand on, and provide more information to line items on the primary financial statement reports, the balance sheet, and income statement, or profit and loss.

Our Promise to You

By the end of this course, you will have learned QuickBooks Desktop for your business needs.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today!

Course Curriculum

Section 1 - Intro And Getting Started
1005 QuickBooks Desktop vs QuickBooks Online 00:00:00
1009 QuickBooks Desktop 00:00:00
1010 How To Download The Software 00:00:00
1012 30 Day Free Trial Or Purchase Process 00:00:00
1015 Install QuickBooks Desktop 00:00:00
1017 Increase Display Size 00:00:00
Course Resources – QuickBooks Desktop 2023 #1 00:00:00
Section 2 - Open Practice File - Review Home Page And Accounting Cycles
1080 Home Page Overview 00:00:00
1020 Download And Open Sample File 00:00:00
1100 Bank Feeds 00:00:00
1120 Preferences 00:00:00
Section 3 - Vendor Cycle, Purchases Cycle, Or Accounts Payable Cycle
1140 Vendors Section 00:00:00
1160 Vendor 00:00:00
1180 Bill Form 00:00:00
1200 Pay Bills Form Check 00:00:00
1220 Purchase Order Form PO 00:00:00
1222 Bill With Inventory Connected To PO 00:00:00
1227 Inventory Adjustment 00:00:00
1240 Manage Sales Tax 00:00:00
1260 Check Form 00:00:00
1280 Void Check Prior Period 00:00:00
Section 4 - Customer Cycle, Sales Cycle, Or Accounts Receivable Cycle
1300 Customer Section Customer Cycle 00:00:00
1320 Customer Center 00:00:00
1340 Invoice Form 00:00:00
1360 Receive Payment Form 00:00:00
1380 Deposit Form 00:00:00
1400 Sales Receipts Form 00:00:00
1405 Barter Sale Transaction 00:00:00
1420 Credit Memo Refund Form And Bad Debt Expense 00:00:00
1423 Statement Charges 00:00:00
1426 Finance Charges 00:00:00
1429 Statements 00:00:00
1433 Estimate 00:00:00
Section 5 - Other Home Page Items, Shortcuts, And Customizing Shortcuts
1440 Banking Section, Company Section Shortcuts 00:00:00
1460 Customize Shortcuts And Home Page Icons 00:00:00
Section 6 - Employee Cycle - Payroll Cycle
1480 Employee Section Payroll Process 00:00:00
1500 Employee Center 00:00:00
1520 Pay Employees Form 00:00:00
1540 Pay Payroll Liabilities Form 00:00:00
1545 Process Payroll Forms 00:00:00
1548 Enter Time Form 00:00:00
Section 7 - Lists - Chart Of Accounts And Items Lists
1560 Lists 00:00:00
1580 Chart Of Accounts 00:00:00
1600 Item Lists 00:00:00
Section 8 - Help And Support, Reports Overview, And Backing Up Data File
1620 Help And Support Options 00:00:00
1640 Reports Overview 00:00:00
1660 Backup File 00:00:00
Section 9 - Balance Sheet Reports
2020 Balance Sheet Report Overview 00:00:00
2040 Report Formatting Basics 00:00:00
2045 Report Filters 00:00:00
2060 Report Header Footer Formatting 00:00:00
2080 Report Fonts Numbers Formatting 00:00:00
2100 Comparative Balance Sheet Creation 00:00:00
2120 Balance Sheet Vertical Analysis 00:00:00
2140 Memorize Report Group Setup 00:00:00
2160 Memorize Reports 00:00:00
2180 Reports – Print, Save As PDF Organize 00:00:00
2181 Export Balance Sheet To Excel 00:00:00
Section 10 - Income Statement - Profit And Loss
3020 Profit And Loss, Income Statement Overview 00:00:00
3040 Comparative Profit And Loss, P And L, Income Statement 00:00:00
3060 Vertical Analysis Profit And Loss, P And L, Income Statement 00:00:00
3080 Memorize Profit And Loss, P And L, Income Statement Reports 00:00:00
3100 Print, Save As PDF Organize Profit Loss Or Income Statement Reports 00:00:00
3105 Export To Excel Profit And Loss Or Income Statement Reports 00:00:00
Section 11 - Statement Of Cash Flows And Supplemental Reports
4020 Statement Of Cash Flows 00:00:00
4040 Accounts Receivable Aging Reports 00:00:00
4060 Accounts Payable Aging Reports 00:00:00
4065 1099 Reports 00:00:00
4080 Sales By Customer And Sales By Item 00:00:00
4140 Inventory Reports 00:00:00
4160 Payroll And Employee Reports 00:00:00
4180 Banking Reports 00:00:00
4200 Transaction List By Date Report 00:00:00
4220 Journal Report 00:00:00
4225 Trial Balance 00:00:00
4240 Budget Reports 00:00:00
4260 Accounts Receivable Graphs 00:00:00
4280 Accounts Receivable Graphs Excel 00:00:00
4305 Accounts Payable Graphs in Excel 00:00:00
4320 Sales by Customer, Account, And Item Graphs 00:00:00
4360 Income And Expense Graph 00:00:00
4380 Internal Or External Report 00:00:00

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