Instructor for this course

In Part 1 of this course, we explore the importance of lists in QuickBooks, and the importance of the Chart of Accounts in particular. We look at an overview of the Chart of Accounts and take a more detailed look at the Chart of Accounts.

In Part 2 of this course, we explore the Item List window and the types of Items in QuickBooks. We also learn how to include Sales Tax in the Item List and discuss using QuickBooks tools to import and export Items.

In Part 3 of this course, we identify QuickBooks payroll solutions by type, explore payroll solutions available to QuickBooks users, and discuss basic payroll features and setup in QuickBooks.

Course Series

This course is included in the following series:

3 CoursesQuickBooks Pro 2015

  1. QuickBooks Pro 2015: Initial Set Up
  2. QuickBooks Pro 2015: Opening Moves
  3. QuickBooks Pro 2015: Middle Game

Learning Objectives

  • Recognize the importance of the Chart of Accounts list in QuickBooks and explore how to access and modify the Chart of Accounts.
  • Identify the purpose for and uses of Items and the Item List, and name several Item Types
  • Explore basic payroll features and how to choose from the alternatives available
Last updated/reviewed: May 20, 2022

2 Reviews (10 ratings)Reviews

Member's Profile
Very thorough coverage of the subjects, and a good learning pace. Slightly confusing when the slides show a "Test" or "Review" page, but then simply continue on with lecture.
Anonymous Author
Very tedious presentation, hard to listen to. Too much focus on payroll options.


Course Complexity: Foundational

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  3:56Introduction to QuickBooks Pro 2015: Opening Moves
Part 1 The Chart of Accounts
  5:37Introduction to The Chart of Accounts
  16:23A Closer Look at Chart of Accounts
  10:10Merging and Combining Accounts
Part 2 The Items List
  4:40Introduction to The Items List
  10:38Items Types and Use
  3:27Group Type Items
  12:05Sales Tax Types
  6:03Importing & Exporting Items List
Part 3 Payroll
  9:19Introduction to Payroll
  10:24Manual Processing
  10:31Adding Employee
  8:52Features and Shortcuts
Continuous Play
  1:52:39QuickBooks Pro 2015: Opening Moves
  PDFQuickBooks Pro 2015: Opening Moves Glossary/Index