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Recommended Prerequisites:

No previous QuickBooks experience is required

Version:
QuickBooks Pro (Canadian Version)

Course length:
Approximately 3 hours

Cost:
$FREE! Tax Included

Materials:
Each course includes a step-by-step guide of most of the subjects taught to help students successfully implement what they learned.

Simulation:
Participants will interact with various simulations to practice some of the lessons learned in the course

QuickBooks Made Easy | Navigating in QuickBooks - FREE

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For a limited time, we are offering this free QuickBooks course, allowing you to try one of our courses to determine if learning QuickBooks online is right for you.

Different people work in different ways. That is why QuickBooks offers so many choices for moving around the system and accessing information.

You'll learn how to navigate in QuickBooks by understanding the workflow arrows on the Home page, and using various menus, centres, and icons which help make QuickBooks easy to use. This course will introduce you to the many ways to access transactions in QuickBooks so you can determine how you want to work in the system.
Because there are some functions you will use more than others, this course will show you how to customize the icon bar to give yourself quick access to those features. For faster and easier access to QuickBooks functions and data, you will also learn how to use keyboard shortcuts and open windows quickly. Personal preferences are another way to customize your QuickBooks interface. This course will show you what some of those preferences are and how to set them up.

An overview of Live Community, the Company Snapshot and QuickBooks help is also included in this course.

PLEASE NOTE:  This free QuickBooks course is for demonstration purposes only. You will not earn any credits towards your personalized certifications or receive a certificate of completion after viewing the demo.

 

Learning Outcomes

Students who complete this course will know how to: 

  • Open a QuickBooks company file
  • Upgrade from a previous version of QuickBooks and check for product updates
  • Understand the workflow arrows on the Home page
  • Switch between single and multi-user mode
  • Use the workflow arrows, various menus, centres and icons to access information and transactions in QuickBooks
  • Bring back all one time messages
  • Customize the icon bar
  • Use keyboard shortcuts while working in QuickBooks
  • Use the Open Window List
  • Understand the difference between forms, lists and registers
  • Use Live Community and QuickBooks Help
  • Understand and customize some of the personal preferences available in QuickBooks
  • Use the Company Snapshot and set it as the default page when you open QuickBooks

Why You Need This QuickBooks Course

The QuickBooks interface is very flexible and offers many opportunities for customization. To maximize your efficiency in the system and make QuickBooks easy to use, it is important to gain a complete understanding of all of your options for moving around in the system and the various methods of personalizing your interface. If you work in a multi-user environment, you need to understand when you should work in multi-user mode and when you should switch to single-user mode. Lists, forms and registers are the basic elements of QuickBooks. Learning what they are is an important part of any introduction to the system.

Disclaimer:

Since these courses do not deal directly with specific and individual requirements, it is recommended that students obtain the necessary advice from an accountant, employer, QuickBooks® ProAdvisor® or such other appropriate expert with regards to their specific requirements or guidelines.