QuickBooks (Intuit QuickBooks)

ERP & CRM Applications​

QuickBooks (Intuit QuickBooks)

Welcome to the QuickBooks course, focusing on Intuit QuickBooks software. QuickBooks is a popular accounting software solution designed for small and medium-sized businesses. It helps businesses manage their financial activities, including bookkeeping, invoicing, payroll, and financial reporting. This course will provide you with a comprehensive understanding of QuickBooks and equip you with the skills to effectively utilize the software to maintain accurate financial records and streamline accounting processes

Course Outline

Module 1: Introduction to QuickBooks

  • Overview of QuickBooks and its features
  • Understanding the purpose and benefits of using QuickBooks
  • Navigating the QuickBooks user interface
  • Setting up a new company file in QuickBooks

Module 2: Chart of Accounts and General Ledger

  • Creating and managing the chart of accounts
  • Recording general journal entries
  • Managing the general ledger and account balances
  • Generating financial reports from the general ledger

Module 3: Customers and Sales

  • Setting up customer records in QuickBooks
  • Creating and managing customer invoices
  • Recording customer payments and managing accounts receivable
  • Generating reports for accounts receivable and customer analysis

Module 4: Vendors and Purchases

  • Setting up vendor records in QuickBooks
  • Managing purchase orders and receiving goods
  • Recording vendor bills and managing accounts payable
  • Generating reports for accounts payable and vendor analysis

Module 5: Bank Reconciliation and Cash Management

  • Reconciling bank statements with QuickBooks records
  • Managing cash receipts and cash disbursements
  • Handling petty cash transactions
  • Generating reports for cash management and bank reconciliation

Module 6: Payroll Processing

  • Setting up employee records in QuickBooks
  • Processing payroll and generating paychecks
  • Calculating and remitting payroll taxes
  • Generating payroll reports and employee earnings statements

Module 7: Financial Reporting and Analysis

  • Generating financial statements (balance sheet, income statement, cash flow statement)
  • Analyzing financial data and performance
  • Creating custom reports and financial analysis tools
  • Utilizing QuickBooks’ reporting capabilities for decision making

Module 8: Year-End Closing and Tax Preparation

  • Conducting year-end closing procedures in QuickBooks
  • Generating year-end financial reports
  • Preparing data for tax filing purposes
  • Managing fiscal year changes in QuickBooks

Module 9: QuickBooks Administration and Maintenance

  • Managing user access and security in QuickBooks
  • Configuring QuickBooks system settings and preferences
  • Performing data backup and restoration
  • Resolving common issues and errors in QuickBooks


  • Basic understanding of accounting principles and financial concepts
  • Familiarity with computer systems and basic software usage
  • No prior experience with QuickBooks required

By the end of this course, you will have a comprehensive understanding of QuickBooks (Intuit QuickBooks) and its various modules. You will be able to effectively utilize QuickBooks to manage financial activities, maintain accurate records, and generate useful financial reports. Master QuickBooks and streamline your organization’s accounting processes through the QuickBooks course.

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