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: August 20, 2023
Course Search
8 Reviews (29 ratings)

Reviews

3
Anonymous Author
This course was very hard to follow. I don't think it's best presented for new QuickBooks users. I will register for intuit QuickBooks courses from there website as I think the presentation is better laid out. In my opinion the presenter should of included the course slides, which could of allowed one to review and reinforce key concepts.
3
Member's Profile
Slow paced diction was an aggravation for this class. Also, so many references to items covered in later classes. This class needs a refresh and a more energetic presenter. Please also take the time to include a pdf of the presentation slides.
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
4
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 This version maybe out of date as it is the 2015 version, but I expect that the basic concepts will still apply.
3
Anonymous Author
Course appears out of date and a more current course would be helpfull. Did not see quizes referred to in the course.
3
Anonymous Author
This course is a little outdated at this point given its 2019.
3
Member's Profile
Voice of presenter very mundane. Otherwise very informative.
3
Member's Profile
Very monotone instructor. A bit outdated now in 2021.
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 .
Instructor for this course
  Course Overview CPE
Course Syllabus
Part 1 QuickBooks Products Overview
  20:00PREVIEW: Exploring Lists and Chart of Accounts
Part 2 Starting From Scratch
  Item List Window and Types of Items14:05
Part 3 Design and Customization
  Introduction to Part 31:00
  Desktop27:49
  My Preferences20:18
  Company Preferences 21:39
Continuous Play
  QuickBooks Pro 2015: Setting Up1:44:11
SUPPORTING MATERIALS
  QuickBooks Pro 2015: Setting Up GlossaryPDF
REVIEW and TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam