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In Part 1 of this course, we explore QuickBooks product lines, categories, versions, and features; network or standalone setup issues; and how to determine if QuickBooks is the right answer for a particular organization.

In Part 2 of this course, we explore how to start the process of creating a new QuickBooks Company Data file using the “Setup” or “No Company Open” window; how to use the EasyStep Interview or the Express Start process to create a new QuickBooks Company Data file; and how to enter company information into QuickBooks.

In Part 3 of this course, we explore the basic elements of the QuickBooks Desktop and Home Page and how to navigate both; how to determine the difference between QuickBooks User and Company Preferences; how to set or customize Preferences; and general recommendations for Preference settings.

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

  • Identify the categories and versions of QuickBooks currently available and compare the features available in the Pro, Premier, and Enterprise Editions.
  • Explore how to use QuickBooks to open a new company file and initialize a chart of accounts.
  • Identify the basic elements of the QuickBooks Desktop and Home Page.
Last updated/reviewed: April 05, 2018

2 Reviews (5 ratings)Reviews

4
Member's Profile
Graphics (screen shot videos) were great. Instructor on his own was OK, but not among the best. End of each segment makes mention of "it's time for a quick quiz to check your understanding" but there was no such quiz
3
Member's Profile
Voice of presenter very mundane. Otherwise very informative.

Prerequisites

Course Complexity: Foundational

No Advanced Preparation or Prerequisites are needed for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
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
Part 1 QuickBooks Products Overview
Part 2 Starting From Scratch
  14:05Item List Window and Types of Items
Part 3 Design and Customization
  1:00Introduction to Part 3
  27:49Desktop
  20:18My Preferences
  21:39Company Preferences
Continuous Play
  1:44:11QuickBooks Pro 2015: Setting Up
SUPPORTING MATERIALS
  PDFQuickBooks Pro 2015: Setting Up Glossary
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM