Instructor for this course

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: June 17, 2021

4 Reviews (14 ratings)Reviews

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
Anonymous Author
Very thorough going through the preferences section. This version maybe out of date as it is the 2015 version, but I expect that the basic concepts will still apply.
Anonymous Author
This course is a little outdated at this point given its 2019.
Member's Profile
Voice of presenter very mundane. Otherwise very informative.


Course Complexity: Foundational

No Advanced Preparation or Prerequisites are needed for this course.

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
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
  20:18My Preferences
  21:39Company Preferences
Continuous Play
  1:44:11QuickBooks Pro 2015: Setting Up
  PDFQuickBooks Pro 2015: Setting Up Glossary