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⇱ QuickBooks Desktop for Real-World Bookkeeping | Coursera


QuickBooks Desktop for Real-World Bookkeeping

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QuickBooks Desktop for Real-World Bookkeeping

Included with

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Set up QuickBooks™ for a new company and organize your finances.

  • Manage accounts and transactions, from sales to purchases and payments.

  • Reconcile bank and credit card statements for accurate financial reporting.

  • Generate and customize financial reports to track your business's performance.

Details to know

Shareable certificate

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Recently updated!

April 2026

Assessments

9 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Master QuickBooks Online and Desktop for Bookkeeping Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 8 modules in this course

This course features Coursera Coach!

A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This comprehensive course offers hands-on training in QuickBooks Desktop, providing you with the essential skills to manage your bookkeeping and accounting tasks efficiently. You'll gain proficiency in everything from basic transactions to complex reports, enabling you to confidently handle your financial data. Learn the ins and outs of QuickBooks™ through structured lessons and interactive quizzes to reinforce your understanding. The course takes you through essential topics such as setting up your QuickBooks™ account, managing sales, expenses, and reconciling accounts. As you progress, you’ll navigate QuickBooks™ features like writing checks, handling deposits, and working with customer credits. With a solid foundation, you’ll move into advanced areas such as managing inventory, customizing reports, and working with multiple users and preferences. Each lesson builds on the previous, ensuring you understand each function before moving to the next. This course is designed for both beginners and those who want to deepen their understanding of QuickBooks™. By the end of the course, you’ll have a strong grasp of the software’s tools and processes, enabling you to complete tasks accurately and efficiently. There are no specific prerequisites, but familiarity with basic accounting concepts will help. The course is suitable for small business owners, accountants, and anyone looking to manage financial records using QuickBooks™. By the end of the course, you will be able to confidently set up a new company in QuickBooks™, manage accounts, generate reports, reconcile financial data, and customize preferences to suit your business needs.

In this module, we will introduce you to the structure of the course, the instructor, and the tools available to support your learning. We will also set the stage for what to expect from the course, outlining both the scope and the boundaries of the material covered.

What's included

3 videos2 readings

3 videosTotal 15 minutes
  • Course Overview4 minutes
  • Instructor and Resources5 minutes
  • What The Course Is... And Isn't6 minutes
2 readingsTotal 20 minutes
  • Introduction to the Course 'QuickBooks Desktop for Real-World Bookkeeping'10 minutes
  • Full Course Resources10 minutes

In this module, we will guide you through the essential functions of QuickBooks™, including recording transactions, navigating the software, and working with sample companies. We will also introduce you to tools like quizzes and assignments to help reinforce your learning along the way.

What's included

7 videos1 assignment

7 videosTotal 39 minutes
  • Intro - What is QuickBooks™?5 minutes
  • Recording A Transaction7 minutes
  • Sample Companies5 minutes
  • Navigating QB6 minutes
  • Navigating QB Some More7 minutes
  • Navigating Lists5 minutes
  • Introducing the Quizzes and Assignments3 minutes
1 assignmentTotal 15 minutes
  • Working With QB - Assessment15 minutes

In this module, we will explore the essential banking features in QuickBooks™, including managing the Chart of Accounts, writing and printing checks, and reconciling your bank register. You will also learn how to handle common banking mistakes effectively.

What's included

6 videos1 assignment

6 videosTotal 46 minutes
  • Chart of Accounts - The Master List8 minutes
  • Writing Checks8 minutes
  • Writing Checks - The Rest of the Story8 minutes
  • Working With The Register5 minutes
  • Printing Checks9 minutes
  • Oopss... Now What?7 minutes
1 assignmentTotal 15 minutes
  • Banking - Assessment15 minutes

In this module, we will guide you through managing sales in QuickBooks™, including setting up your sales cycle, processing customer payments, and handling credits. You will learn how to keep your sales transactions organized and efficient.

What's included

8 videos1 assignment

8 videosTotal 47 minutes
  • Sales Cycle and Lists5 minutes
  • Customer List12 minutes
  • Have To Have Something To Sell7 minutes
  • Sales Receipts - Here and Now3 minutes
  • Selling On Account4 minutes
  • Receiving Payments on Account3 minutes
  • Making Deposits6 minutes
  • Customers' Credits6 minutes
1 assignmentTotal 15 minutes
  • Sales - Assessment15 minutes

In this module, we will show you how to manage expenses in QuickBooks™, from entering bills to paying them and tracking purchases made with credit cards. You will master the tools to keep your accounts payable organized and up-to-date.

What's included

4 videos1 assignment

4 videosTotal 22 minutes
  • Purchases and Vendor List6 minutes
  • Entering Bills and Your Credits5 minutes
  • Paying Your Bills6 minutes
  • Buying With Credit Cards4 minutes
1 assignmentTotal 15 minutes
  • Expenses - Assessment15 minutes

In this module, we will cover the critical process of reconciliation, ensuring that your QuickBooks™ data matches your bank and credit card statements. You will also learn how to troubleshoot and handle discrepancies effectively.

What's included

5 videos1 assignment

5 videosTotal 42 minutes
  • What Is Reconciling?5 minutes
  • Reconciling Bank Accounts10 minutes
  • Reconciling Bank Accounts Still More9 minutes
  • Starting Balance Is Wrong?13 minutes
  • Reconciling Credit Card Accounts5 minutes
1 assignmentTotal 15 minutes
  • Reconciling - Assessment15 minutes

In this module, we will introduce you to QuickBooks™ reporting features, guiding you through how to generate, modify, and format reports. You’ll learn to create custom reports that help you analyze your business’s financial performance.

What's included

4 videos1 assignment

4 videosTotal 30 minutes
  • Report Center and Menu8 minutes
  • Reports - An Overview4 minutes
  • Modifying Content10 minutes
  • Modifying Format8 minutes
1 assignmentTotal 15 minutes
  • Reports - Assessment15 minutes

In this module, we will cover important, yet often overlooked, aspects of QuickBooks™. These include setting preferences, managing users, backing up data, and other advanced features designed to improve your QuickBooks™ experience.

What's included

8 videos1 reading3 assignments

8 videosTotal 44 minutes
  • Section Intro2 minutes
  • Online, Versions, Etc.7 minutes
  • Setting Up Users and Passwords5 minutes
  • Preferences - An Introduction6 minutes
  • Backing Up QB Files7 minutes
  • Merging List Items4 minutes
  • Recording A Journal Entry4 minutes
  • Creating A New Company10 minutes
1 readingTotal 10 minutes
  • Conclusion to the Course 'QuickBooks Desktop for Real-World Bookkeeping'10 minutes
3 assignmentsTotal 90 minutes
  • Full Course Practice Assessment15 minutes
  • The "Additional Stuff" - Assessment15 minutes
  • Full Course Assessment60 minutes

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Frequently asked questions

QuickBooks Desktop for Real-World Bookkeeping is a specialized course designed to teach you how to use QuickBooks™ to manage business finances effectively. It covers various features, including banking, sales, expenses, and reporting. This course is relevant because QuickBooks™ is widely used by small businesses to streamline bookkeeping, maintain accurate financial records, and ensure smooth financial operations.

This course is about providing a comprehensive, hands-on approach to using QuickBooks™ for bookkeeping tasks. It guides you through the process of setting up and using the software to manage transactions, expenses, customer payments, and generate financial reports. By the end of the course, you'll be proficient in performing real-world bookkeeping tasks with QuickBooks™.

After completing this course, you will be able to efficiently manage your business's financial transactions using QuickBooks™. You will know how to handle sales and expenses, reconcile bank and credit card accounts, and generate customized financial reports. Additionally, you'll have the skills to manage customer information, track payments, and issue credits, all while keeping your records accurate.

No prior knowledge of QuickBooks™ is necessary to enroll in this course. It is designed for beginners, and you will be guided step-by-step through the software’s features. However, basic knowledge of business accounting principles can be helpful in understanding some concepts more quickly.

This course is ideal for individuals looking to learn bookkeeping using QuickBooks™, particularly small business owners, bookkeepers, and anyone who manages business finances. If you're new to QuickBooks™ or looking to sharpen your skills for practical use, this course will provide the knowledge and tools you need.

The course consists of 4 hours of video content, which can be completed at your own pace. Depending on how much time you dedicate to each section, it may take anywhere from a few days to a couple of weeks to finish the entire course.

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

This course is currently available only to learners who have paid or received financial aid, when available.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,