QuickBooks Desktop Essentials

A 4-week live online course
Tuesdays, Mar 9-Mar 30, 5:30-6:30pm

Instructor: Sue Martin
Duration: 4 weeks, 1 hour per week (4 hours total)
Day: Tuesdays
Time: 5:30pm-6:30pm
Dates: March 9-March 30
Where: Online, Live via Zoom
Level: Beginners
Price: $129

REQUIREMENTS: In order to keep the class running efficiently, we strongly suggest that students already have a basic understanding of accounting principles, as well as basic computer literacy. See our software class requirements page for further info.

This course was designed for the beginning user of QuickBooks for Desktop, but can be utilized for many versions of Quickbooks, including the Online version. The purpose of this course is to teach you how to successfully navigate and use QuickBooks as your business’ accounting software. However, it’s also useful for those who have used previous versions of QuickBooks and want to learn about new layouts or features.

You’ll learn how to use the essential features of QuickBooks including:

  • Setting up your company in QuickBooks
  • Creating customer, vendor, and employee lists
  • Creating and tracking invoices
  • Paying Bills
  • Writing checks in QuickBooks
  • And much more!

No books will be required. Students interested can download a free trial version of Quickbooks for this course.


I. Explore QuickBooks

  • basic accounting principles
  • working with the QuickBooks window

II. Planning and Creating a Company

  • Setup Checklist
  • Choosing Start Date, account beginning balances
  • Entering/editing opening balances historical transactions
  • Setting Up Users
  • creating bank accounts
  • syncing bank accounts/credit cards
  • adding, editing and deleting/inactivating accounts

III. Manage the Customer

  • adding a customer
  • editing an existing customer
  • delete/inactivate a customer
  • creating service items
  • entering sales receipts
  • creating invoices
  • receiving payments
  • making deposits
  • customer related reports
  • classes
  • sales tax

IV. Working with Vendors

  • establishing naming
  • adding a vendor
  • editing an existing vendor
  • delete/inactivate a vendor
  • entering bills
  • invoicing for billable costs
  • paying bills
  • printing checks
  • handwritten checks
  • producing vendor reports
  • setup/producting 1099’s
  • memorized transactions

IV. Reports

  • Financial Reports
  • Balance Sheet – “snapshot of just one day”
  • Profit and Loss
  • Statement of Cash Flows
  • Accounts Receivable Reports
  • Aging Summary
  • Collections Report
  • Accounts Payable Reports
  • A/P Summary & Detail
  • Vendor Balance Summary & Detail
  • Unpaid Bills Report
  • Banking Reports
  • Check Detail
  • Deposit Detail
  • Reconciliation Report

V. Banking

  • transferring funds between accounts
  • managing credit card transactions
  • reconciling checking/savings accounts
  • entering journal entries
  • setting up online banking

About the instructor

Susan Martin is the founder and President of Pay Cape Cod. With over 30 years of experience in small business ownership, she understands the importance of quality service and listening to her customers’ needs.

Sue has an extensive background in Quickbooks/Payroll training, installation and processing. Since 2002, she has taught Quickbooks courses for The Center for Corporate and Professional Education at Cape Cod Community College.

Sue is a past president of the Rotary Club of Hyannis, current Treasurer of Eventide Arts, Inc. and is also involved with various other community organizations.