When you’re ready to begin your self-study of QuickBooks, click here to follow the link to register for your free account or contact us via phone at 434.326.4112.

Still have questions? Visit our Frequently Asked Q uestions Page.

Lesson 1: Getting started

1. Introducing QuickBooks
2. Getting around in QuickBooks
3. All the accounting you need to know
4. Exiting QuickBooks
5. Moving between company files

Lesson 9: Analyzing financial data

1. Reports and graphs help you understand your business
2. Creating QuickReports
3. Creating and customizing preset reports
4. Saving report settings
5. Printing reports
6. Exporting reports to Microsoft Excel
7. Creating QuickInsight graphs

Lesson 2: Setting up QuickBooks

1. Creating a QuickBooks company
2. Entering company info
3. Customizing QuickBooks for your business
4. Setting up your business accounting
5. Completing company file setup
6. Getting help while using QuickBooks
7. Closing the company file

Lesson 10: Setting up inventory

1. Turning on the inventory feature
2. Entering products into inventory
3. Ordering products
4. Receiving inventory
5. Entering a bill for inventory
6. Manually adjusting inventory
7. Tracking finished goods
8. Using units of measure

Lesson 3: Working with lists

1. Using QuickBooks lists
2. Editing the chart of accounts
3. Working with the Customers & Jobs list
4. Working with the Employee Center
5. Working with the Vendor Center
6. Adding custom fields
7. Managing lists

Lesson 11: Tracking and paying sales tax

1. Overview of sales tax in QuickBooks
2. Setting up your tax rates and agencies
3. Applying tax to each sale
4. Determining what you owe
5. Paying your tax agencies

Lesson 4: Working with bank accounts

1. Writing a QuickBooks check
2. Using bank account registers
3. Entering a handwritten check
4. Transferring money between accounts
5. Reconciling checking accounts

Lesson 12: Doing payroll with QuickBooks

1. Overview of payroll tracking
2. Setting up for payroll
3. Setting up employee payroll information
4. Running a payroll schedule
5. Tracking your tax liabilities
6. Paying payroll taxes

Lesson 5: Using other accounts in QuickBooks

1. Other account types in QuickBooks
2. Tracking credit card transactions
3. Working with asset accounts
4. Working with liability accounts
5. Understanding equity accounts

Lesson 13: Estimating and progress invoicing

1. Creating jobs and estimates
2. Writing an estimate
3. Creating multiple estimates
4. Creating an invoice from an estimate
5. Displaying reports for estimates
6. Updating job status

Lesson 6: Entering sales information

1. Using sales forms in QuickBooks
2. Filling in a sales form
3. Memorizing a sale
4. Entering a new service item
5. Using multiple price levels
6. Reminding customers of overdue payments
7. Processing sales orders
8. Tracking backorders

Lesson 14: Tracking time

1. Tracking time and mileage
2. Invoicing a customer for time and mileage
3. Displaying project reports for time tracking
4. Paying nonemployees for time worked

Lesson 7: Receiving payments and making deposits

1. Recording customer payments
2. Making deposits
3. Processing credit card payments

Lesson 15: Customizing forms & writing QuickBooks Letters

1. About QuickBooks forms
2. Customizing invoices
3. Designing custom layouts for forms
4. Using QuickBooks Letters

Lesson 8: Entering and paying bills

1. Handling bills in QuickBooks
2. Using QuickBooks for accounts payable
3. Entering bills
4. Paying bills