Get Going With QuickBooks 2018 for Windows

Course Description

You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Delivery Method:
Instructor-led, self-paced, classroom-delivery learning model with structured hands-on activities.

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2018.

Completion of this course will earn 0.575 CEUs.


  • Getting Started

    • Starting QuickBooks
    • Setting QuickBooks Preferences
    • Identifying Components of the QuickBooks Operating Environment
    • Using QuickBooks Help
    • Identifying Common Business Terms
    • Exiting QuickBooks
  • Setting Up a Company

    • Creating a QuickBooks Company
    • Using the Chart of Accounts
  • Working with Lists

    • Creating Company Lists
    • Working with the Customers & Jobs List
    • Working with the Employees List
    • Working with the Vendors List
    • Working with the Item List
    • Working with Other Lists
    • Managing Lists
  • Setting Up Inventory

    • Entering Inventory
    • Ordering Inventory
    • Receiving Inventory
    • Paying for Inventory
    • Manually Adjusting Inventory
  • Selling Your Product

    • Creating Product Invoices
    • Applying Credit to Invoices
    • Emailing Invoices
    • Setting Price Levels
    • Creating Sales Receipts
  • Invoicing for Services

    • Setting Up a Service Item
    • Changing the Invoice Format
    • Creating a Service Invoice
    • Editing an Invoice
    • Voiding an Invoice
    • Deleting an Invoice
    • Entering Statement Charges
    • Creating Billing Statements
  • Processing Payments

    • Displaying the Open Invoices Report Using the Income Tracker
    • Receiving Payments for Invoices
    • Making Deposits
    • Handling Bounced Checks
  • Working with Bank Accounts

    • Writing a QuickBooks Check
    • Voiding a QuickBooks Check
    • Using Bank Account Registers
    • Entering a Handwritten Check
    • Transferring Funds Between Accounts
    • Reconciling Checking Accounts
  • Entering and Paying Bills

    • Handling Expenses
    • Using QuickBooks for Accounts Payable
    • Entering Bills
    • Paying Bills
    • Entering Vendor Credit
  • Using the EasyStep Interview

    • Using the EasyStep Interview

Course Schedule

*Indicates a course that spans over multiple days.

**Indicates a course that is only a half day.