Overview

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Build practical bookkeeping and financial management skills with QuickBooks Pro. You’ll begin by navigating the software and setting up company information, then learn to manage customers, statements, payments, refunds, vendors, purchases, and inventory through real accounting workflows. Through step-by-step demonstrations and guided practice, you’ll create and organize customer, job, vendor, employee, and item records; record bills, discounts, cheques, card expenses, deposits, and fund transfers; and configure multi-currency banking. You’ll also prepare payroll components, create journal entries, establish opening balances, and interpret profit and loss statements. As you progress, you’ll analyze customer, job, sales, cash flow, receivables, payables, inventory, payroll, and tax reports to support accurate records and informed business decisions. Designed for beginners, aspiring accounting professionals, bookkeepers, and working professionals, this course combines QuickBooks Pro navigation with the accounting logic behind each task. Its complete, hands-on coverage—from company setup and daily transactions to advanced financial reporting—mirrors the accounting cycle used in business. Enroll to confidently manage business finances, evaluate financial performance, and turn QuickBooks reports into meaningful insights.

Syllabus

QuickBooks Orientation & Setup
- This module introduces learners to QuickBooks’ core navigation, customer workflows, statements, payments, and refund processes, enabling them to confidently manage foundational accounting tasks within the software.
Vendors, Purchases & Inventory Basics
- This module covers essential vendor management processes, purchase transactions, inventory tracking, and multi-currency functions, helping learners build efficient payables and inventory workflows in QuickBooks.
QuickBooks Setup, Reports & Customer Management
- This module guides learners through company setup processes, report navigation, customer center management, and organizing customer details and jobs for improved sales and service tracking.
Vendor Management & Items
- This module focuses on efficient vendor profile management, bill review, item creation, and item list organization, enabling accurate purchasing and product/service tracking in QuickBooks.
Bills, Expenses & Banking Transactions
- This module teaches learners how to create bills, apply discounts, manage expenses, record payments, process deposits, and transfer funds, strengthening their overall financial transaction management skills.
Payroll, Journals & Financial Statements
- This module equips learners with payroll setup skills, journal entry creation, opening balance initialization, and financial statement interpretation, ensuring accurate full-cycle accounting in QuickBooks.
Advanced Reporting & Business Insights
- This module explores advanced reporting features, including sales, customer, job, cash flow, payables, inventory, payroll, and tax analysis, empowering learners to generate actionable financial insights.