QuickBooks Desktop for Real-World Bookkeeping
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QuickBooks Desktop for Real-World Bookkeeping
This course is part of Master QuickBooks Online and Desktop for Bookkeeping Specialization
Included with
Recommended experience
Recommended experience
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.
Skills you'll gain
- User Accounts
- Sales Management
- Accounts Receivable
- Ledgers (Accounting)
- Standard Accounting Practices
- Transaction Processing
- Bookkeeping
- Accounting Records
- Accounting
- Expense Management
- Accounts Payable
- Reconciliation
- Business Reporting
- Payment Processing and Collection
- Accounting Systems
- Accounting and Finance Software
- Financial Reporting
- Small Business Accounting
Tools you'll learn
Details to know
April 2026
9 assignments
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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 videos•Total 15 minutes
- Course Overview•4 minutes
- Instructor and Resources•5 minutes
- What The Course Is... And Isn't•6 minutes
2 readings•Total 20 minutes
- Introduction to the Course 'QuickBooks Desktop for Real-World Bookkeeping'•10 minutes
- Full Course Resources•10 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 videos•Total 39 minutes
- Intro - What is QuickBooks™?•5 minutes
- Recording A Transaction•7 minutes
- Sample Companies•5 minutes
- Navigating QB•6 minutes
- Navigating QB Some More•7 minutes
- Navigating Lists•5 minutes
- Introducing the Quizzes and Assignments•3 minutes
1 assignment•Total 15 minutes
- Working With QB - Assessment•15 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 videos•Total 46 minutes
- Chart of Accounts - The Master List•8 minutes
- Writing Checks•8 minutes
- Writing Checks - The Rest of the Story•8 minutes
- Working With The Register•5 minutes
- Printing Checks•9 minutes
- Oopss... Now What?•7 minutes
1 assignment•Total 15 minutes
- Banking - Assessment•15 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 videos•Total 47 minutes
- Sales Cycle and Lists•5 minutes
- Customer List•12 minutes
- Have To Have Something To Sell•7 minutes
- Sales Receipts - Here and Now•3 minutes
- Selling On Account•4 minutes
- Receiving Payments on Account•3 minutes
- Making Deposits•6 minutes
- Customers' Credits•6 minutes
1 assignment•Total 15 minutes
- Sales - Assessment•15 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 videos•Total 22 minutes
- Purchases and Vendor List•6 minutes
- Entering Bills and Your Credits•5 minutes
- Paying Your Bills•6 minutes
- Buying With Credit Cards•4 minutes
1 assignment•Total 15 minutes
- Expenses - Assessment•15 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 videos•Total 42 minutes
- What Is Reconciling?•5 minutes
- Reconciling Bank Accounts•10 minutes
- Reconciling Bank Accounts Still More•9 minutes
- Starting Balance Is Wrong?•13 minutes
- Reconciling Credit Card Accounts•5 minutes
1 assignment•Total 15 minutes
- Reconciling - Assessment•15 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 videos•Total 30 minutes
- Report Center and Menu•8 minutes
- Reports - An Overview•4 minutes
- Modifying Content•10 minutes
- Modifying Format•8 minutes
1 assignment•Total 15 minutes
- Reports - Assessment•15 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 videos•Total 44 minutes
- Section Intro•2 minutes
- Online, Versions, Etc.•7 minutes
- Setting Up Users and Passwords•5 minutes
- Preferences - An Introduction•6 minutes
- Backing Up QB Files•7 minutes
- Merging List Items•4 minutes
- Recording A Journal Entry•4 minutes
- Creating A New Company•10 minutes
1 reading•Total 10 minutes
- Conclusion to the Course 'QuickBooks Desktop for Real-World Bookkeeping'•10 minutes
3 assignments•Total 90 minutes
- Full Course Practice Assessment•15 minutes
- The "Additional Stuff" - Assessment•15 minutes
- Full Course Assessment•60 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.
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