Professional Bookkeeping with QuickBooks

Take Control of Your Finances with Professional Bookkeeping with QuickBooks

Hours: 450 Hours
Duration: 6 months
Level: Beginner
Average Completion: 3 Months
Language: English
Occupation: Bookkeeper
Enrolled: 22 Students

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Professional Bookkeeping with QuickBooks

The Professional Bookkeeper with QuickBooks will be responsible for managing the financial records and transactions of clients. The individual will maintain accurate books of accounts, prepare and record financial transactions, generate financial reports, and reconcile accounts. The Professional Bookkeeper will also provide QuickBooks consulting services to clients, such as setting up the software, training clients on how to use the program, and troubleshooting any issues that arise. The individual will ensure that clients' financial records comply with all applicable laws and regulations. Strong communication and organizational skills are essential for this position.

6 months of Full Access
9% Predicted 10-Years Job Growth

Is This the Right Career for You?

If you are looking for a career in bookkeeping, QuickBooks is a great program to learn. QuickBooks is the most popular accounting software used by small businesses and is the leading accounting software for bookkeeping. With QuickBooks, you can learn how to manage accounts receivable, accounts payable, payroll, general ledger, inventory and more. With the right training and certifications, you can become a certified QuickBooks ProAdvisor, which can lead to a full-time career in bookkeeping.

1. Start today

Begin your transformation and learning journey right away.

2. Learn your way

Achieve your training at your own pace, according to your own schedule.

3. Get hired today

Complete industry-recognized certification and develop your employment strategy to begin your dream job.

6 Reasons to Complete Your Professional Bookkeeping with QuickBooks Training With Us


With our programs, you can learn and study at your own pace with access 24/7/365 for the duration of your program. This means you can learn on your own terms and work around your own schedule.


Our online training comes with access to real, live support personnel that will help you through every step from our admissions adviser who will assist you with selecting the right training for you, to our student adviser who will be there with you during your entire training journey.


We have tailored our programs to provide comprehensive training in the technical and soft skills employers are looking for. With direct input and feedback from industry leaders and hiring managers, our program aligns with exactly what you need to successfully enter the workforce.


Our career training not only gives you the knowledge you need but preparation for the certification exams relevant to your desired career path. If you are pursuing an exciting new career in a field with a national certification, our program will both prepare you to sit for the exam but will often include a voucher for the exam cost.

Simulations and Case Studies

Our training programs have been developed with real learners and professionals in mind, so our programs incorporate real-world case studies and virtual simulations that will provide examples and interactions with real-life situations you may encounter during your career. These allow you to learn by experience with circumstances similar to what will be your daily responsibilities on the job.

Engaging and Interactive

Our training curriculum was developed with you in mind, looking at modern day learners and their needs. Our curriculum contains a mix of formats including reading, listening, watching, and interacting that will immerse you into a fun and engaging learning experience you will not only enjoy but not want to end.

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Program Description

This Professional Bookkeeping course will show you the essentials of record keeping for a small business and will show why it's necessary to track information. The course will give you a greater understanding of the purpose and process of record keeping. Professional Bookkeeping teaches you how to sort through the masses of information and paperwork, how to record what is important for a business, and how to use that information to grow a business for success. This course helps prepare you to take the NACPB Bookkeeping Certification exam. Professional Bookkeeping also assists you in setting up and running a thriving home-based bookkeeping business.
To succeed in small business, you need a good accounting system like QuickBooks. With this course you will learn how to track your sales and expenses all in one place and get reliable records for tax time. This QuickBooks course shows you how to use this popular business finance program to gain a clear view of your finances and keep your business in the black. Our course will help you make your bookkeeping workflow smoother and faster. Students will receive step-by-step instructions on how and when to use specific features, along with basic accounting advice to guide you through the learning process of QuickBooks. Upon successful completion of this course, students will be prepared to sit for the Intuit QuickBooks certification exam.
NOTE: This course does NOT include the QuickBooks software itself. Students will need to have QuickBooks already installed on their computers.

The intended audience for this program is individuals that are seeking to gain employment in the field of Bookkeeping or wishing to enhance their skills in the field.

After completing this course, you should be able to:
• Identify the daily tasks and procedures involved with bookkeeping
• Define inventory systems and the steps needed to issue financial statements
• Recall the methods for managing credits and collections
• List the steps involved in accounts payable and recordkeeping
• Identify the basics of payroll management
• Identify the basics for getting started with QuickBooks
• Define the steps for setting up bookkeeping and invoicing functions
• Recognize ways to track expenses, monitor accounts receivables, credit cards and payroll
• Recall the various components of managing a business, such as budgeting and reporting
• List steps for integrating and customizing features in QuickBooks
This class supported by an Educational Mentor. Educational mentors have worked or are working in the subject they mentor. Educational Mentors review student work, student progress, and interact with students as needed. They respond to any questions or concerns you might have, as well as encouraging and motivating you to succeed.
Though you are provided a full 6 months access to your program, the average completion time is only 3 months!

Professional Bookkeeping with QuickBooks FAQs

To request more information, you can contact us via online chat, our website contact form, or toll free at 1-855-201-6910.

Online courses are accessible 24/7/365 and self-paced, allowing you to progress at your own pace on your own schedule. They can be taken from anywhere in the world from the comfort of your own home. Classroom courses have a set schedule of the days and times the courses will be held, and you must attend during those specific times.

Find out if online learning is right for you by contacting our team of registration advisers. Our team is available to answer any of your questions about taking an online course before you commit to enrolling. We will walk you through what to expect to ensure you are making the right decision. You can contact a registration adviser today via online chat, our website contact form, or toll free at 1-855-201-6910.

No, you are not required to have a diploma or higher education degree to enroll in an online course. However, some occupations may require minimum educational thresholds for employment or certification. For more information on your desired career requirements, please contact us via online chat, our website contact form, or toll free at 1-855-201-6910.

To take an online course, you will need to have access to an internet connection and an internet ready device such as a laptop, PC, or tablet. For course specific requirements, please visit the course page or contact a registration adviser today.

Our courses are developed with multiple formats including text, audio, video, and interactivity. Our courses also include multiple resources and tools which can include flashcards, games, activities, and more.

No, you can take the online courses from anywhere in the world.

We participate in several financial assistance options including third party funding, both military and non-military. To request more information on the financial assistance options available and check your eligibility, contact us via online chat, our website contact form, or toll free at 1-855-201-6910.

Duration is the amount of time you will receive access to your course. Durations vary by course and range between 1 month and 12 months. If you complete your course before your duration ends you will continue to have access to your course until the duration period ends.

Many of our career training programs include certification vouchers. This means that at the successful completion of your course, at no additional charge, you will receive an exam voucher for the corresponding industry certification. This voucher will allow you to register and sit for the appropriate certification exam to obtain your industry credential.

Our online courses are open enrollment, so you can start immediately. If you are using any third-party funding to cover your course tuition, your start date may be a future date determined by your funding program.

Once enrolled, you will be assigned a client adviser who will provide you with customer and technical support. Your client adviser will supply you with your course access information, any needed materials, and be available to answer any questions you have during your training experience. They will regularly check-in with you to monitor your progress and assist you with staying on track. You will also be assigned to a course mentor who will provide curriculum support throughout your training. Your mentor is available to answer any questions you have on your course curriculum, will monitor your progress and understanding of the curriculum, and may give assignments or quizzes.

If you experience any trouble accessing your course including technical issues or lost login credentials, please contact your client adviser at

Our goal for students is to successfully complete their training course and achieve their career goals. We understand that extenuating circumstances can interfere with your ability to complete your course in the duration given. Because of this we have free or low-cost extensions available for our courses upon request. To discuss or request an extension please contact your client adviser at

Upon successful completion of your course and fulfillment of any outstanding financial obligations, you will receive your certificate of completion. Certificates are provided to you within 30 days of completion. Your certificate will validate the training course you completed with a stamp of completion.

Students that successfully complete our career training programs are assigned a career development adviser who will coordinate placement at a local externship or hands on opportunity. These opportunities are optional and may vary based on availability and occupation. Your career development adviser will also provide job search services such as: resume building, mock interviews, job opportunity resources, and more. Our professional enrichment courses do not come with a career adviser or career services.

Professional Bookkeeping
Course 1-Bookkeeping Basics
Lesson 1: The Basics of Bookkeeping
• The Bookkeeper Position
• Difference Between Accounting and Bookkeeping
• Financial Accounting Basics
• The Accounting Cycle
• Accrual Basis of Accounting
• Chart of Accounts
• The Ledger Concept
• Trial Balance
• Closing the Books
• Journal Entries
Lesson 2: Financial Statements
• Income Statement Overview
• Balance Sheets
• Cash Flows
• Interpretation of Financial Statements
• Accounts Payable and Receivable
• Profit Ratios
• Bookkeeping Controls
• Sales and Collection
• Invoices
• Cash Processing
Lesson 3: Inventory and Assets
• Payables System
• Expense Report Processing
• Petty Cash System
• Inventory Accounting
• Inventory Cost Layering Overview
• Fixed Assets and Depreciation
• Fixed Asset Classifications
• Debt Accounting
Course 2-Payroll and Credit
Lesson 1: Payroll
• Payroll Cycle
• Employee Time Tracking
• Gross Pay Calculations
• Benefits and Deductions
• Accounting for Payroll Transactions
• Payroll Taxes
• Workers’ Compensation Insurance
• Income Tax Filings
• Small Business Tax Reduction Strategies
Lesson 2: Credit and Collections
• Credit and Collection Management
• Credit Procedures
• Sales Orders
• Credit Examination Procedures
• Credit Controls
• Collection Procedure
• Collection Controls
• Credit Policy
Lesson 3: Credit Application
• Adjustments to a Credit Application
• Customer Credit Ratings
• Third Party Credit Ratings
• Ongoing Credit Monitoring
• Credit Documentation
• Financial Statements
• Ratios
• Liquidity Index
• Credit Risk Reduction
• Credit Insurance
Course 3-Collections
Lesson 1: Customer Billings and Collection Tactics
• Billing Processing
• Efficient and Effective Billing
• Statement of Accounts
• Payment Handling
• Check Receipt
• Tactics: Calls, Letters and Holds
• Credit Repayments
• Payment Deductions
• Product Returns Management
• Skip Tracing
Lesson 2: Collections, Litigation and Laws
• Management of a Collection Agency
• Litigation and Bankruptcy Tactics
• Chapter 11 Bankruptcy
• Allowance for Doubtful Accounts
• Credit and Collection Technology
• Document Imaging
• Product and Service Improvements
• Credit and Collection Measurements
• Credit and Collection Laws
Lesson 3: Overview of Payables
• Transaction Cycles
• Invoice Processing
• Processing Procedures
• Types of Payments
• Checks, Drafts, Transfers
• Expense Reimbursement
• Procurement Cards
• Sales and Use Tax Overview
• Tax Audits
Course 4-Payables
Lesson 1: Accounting for Payables
• Finance Issues
• Payment Timing
• Applicable Accounts to Charge
• Closing Payables
• Expense Reports
• Department Management
• Payables Manager Responsibilities
• Payables Controls
• Payables Policies
Lesson 2: Payables Record Keeping
• Payables Fraud
• Personal Purchases
• Payables Technology
• Automated W-9 Forms
• Vendor Master File
• Payables Filing System
• Government Reporting
• Unclaimed Property
• Cost Recovery
• Payables Management
Lesson 3: Payroll Management
• Payroll Cycle Duration
• Electronic Payments
• Definition of an Employee
• W-2 Contractor
• Employee Withholding Liability
• Employee Time Tracking
• Employee Compensation
• Difference Between Salaries and Wages
Course 5-Taxes and Benefits
Lesson 1: Employee Benefits and Payroll Taxes
• The Provider and Recipient of Benefits
• Flexible Spending Accounts
• Time Off
• Payroll Deductions
• Income Tax Withholding
• Social Security Tax
• Medicare Tax
• Earned Income Credit
• Common Paymaster Rule
Lesson 2: Taxes and Accounting for Payroll
• Tax Remittances
• Tax Deposit Schedules
• Accuracy of Deposits Rule
• Unemployment Taxes
• Unemployment Benefit Claims
• Payments to Employees
• Accounting Journal Entry
• Accrued Wages, Bonuses and Commissions
• Tax Deposits
Lesson 3: Payroll Reports, Recordkeeping and Procedures
• Payroll Register
• Employment Application
• Employer Identification Number
• Forms: Timecard
• Payroll Controls
• Payroll Measurements
• Payroll Entries to Headcount Ratio
• Outsourcing Option

QuickBooks Pro
Course 1-Introduction to QuickBooks
Lesson 1-
• The Home Page and Insights Tab
• The Centers
• The menu Bar and Keyboard Shortcuts
• The Open Window List
• The Icon Bar
• Customizing the Icon Bar
• The Chart of Accounts
• Accounting Methods
• Financial Reports
• Using Express Start
• Using the EasyStep Interview
• Returning to the EasyStep Interview
• Creating a Local Backup Copy
• Restoring a Company File from a Local Backup Copy
• Setting Up Users
• Single Multiple User Modes
• Closing Company Files
• Opening a Company File
• Using Lists
• The Chart of Accounts
• The Customers & Jobs List
• The Employees List
• The Vendors List
• Using Custom Fields
• Sorting Lists
• Inactivating and Reactivating List Items
• Printing Lists
• Renaming and Merging List Items
• Adding Multiple List Entries from Excel
• The Sales Tax Process
• Creating Tax Agencies
• Creating Individual Sales Tax Items
• Creating a Sales Tax Group
• Setting Sales Tax Preferences
• Indicating Taxable & Non-Taxable Customers & Items
• Setting Up Inventory
• Creating Inventory Items
• Creating a Purchase Order
• Receiving Items with a Bill
• Entering Item Receipts
• Matching Bills to Item Receipts
• Adjusting Inventory
• Service Items
• Non-Inventory Items
• Other Charges
• Subtotals
• Groups
• Discounts
• Payments
• Changing Item Prices
Lesson 2-
• Selecting a Sales Form
• Creating an Invoice
• Creating Batch Invoices
• Creating a Sales Receipt
• Finding Transaction Forms
• Previewing Sales Forms
• Printing Sales Forms
• Using Price Levels
• Setting Finance Charge Defaults
• Entering Statement Charges
• Applying Finance Charges and Creating Statements
• Recording Customer Payments
• Entering a Partial Payment
• Applying One Payment to Multiple Invoices
• Entering Overpayments
• Entering Down Payments or Prepayments
• Applying Customer Credits
• Making Deposits
• Handling Bounced Checks
• Automatically Transferring Credits Between Jobs
• Manually Transferring Credits Between Jobs
• Creating a Credit Memo and Refund Check
• Refunding Customer Payments
• Setting Billing Preferences
• Entering Bills
• Paying Bills
• Early Bill Payment Discounts
• Entering a Vendor Credit
• Applying a Vendor Credit
• Using Registers
• Writing Checks
• Writing a Check for Inventory Items
• Printing Checks
• Transferring Funds Between Accounts
• Reconciling Accounts
• Voiding Checks
• Sales Tax Reports
• Using the Sales Tax Payable Register
• Paying Your Tax Agencies
Lesson 3-
• Graph and Report Preferences
• Using QuickReports
• Using QuickZoom
• Preset Reports
• Modifying a Report
• Rearranging and Resizing Report Columns
• Memorizing Reports
• Memorized Report Groups
• Printing Reports
• Batch Printing Forms
• Exporting Reports to Microsoft Excel
• Saving Forms and Reports as PDF Files
• Comment on Report
• Process Multiple Reports
• Scheduled Reports
• Using Graphs
• Company Snapshot
Course 2-Payroll and Forms
Lesson 1-
• Creating New Form Templates
• Performing Basic Customization
• Performing Additional Customization
• The Layout Designer
• Changing the Grid and Margins in the Layout Designer
• Selecting Objects in the Layout Designer
• Moving and Resizing Objects in the Layout Designer
• Formatting Objects in the Layout Designer
• Copying Objects and Formatting in the Layout Designer
• Adding and Removing Objects in the Layout Designer
• Aligning and Stacking Objects in the Layout Designer
• Resizing Columns in the Layout Designer
• Creating a Job
• Creating an Estimate
• Duplicating Estimates
• Invoicing from an Estimate
• Updating Job Statuses
• Inactivating Estimates
• Making Purchases for a Job
• Invoicing for Job Costs
• Using Job Reports
• Tracking Time and Printing a Blank Timesheet
• Weekly Timesheets
• Time/Enter Single Activity
• Invoicing from Time Data
• Using Time Reports
• Tracking Vehicle Mileage
• Charging Customers for Mileage
Lesson 2-
• The Payroll Process
• Creating Payroll Items
• Setting Employee Defaults
• Setting Up Employee Payroll Information
• Creating Payroll Schedules
• Creating Scheduled Paychecks
• Creating Unscheduled Paychecks
• Creating Termination Paychecks
• Voiding Paychecks
• Tracking Your Tax Liabilities
• Paying Payroll Tax Liabilities
• Adjusting Payroll Liabilities
• Entering Liability Refund Checks
• Process Payroll Forms
• Tracking Workers Compensation
• Creating Credit Card Accounts
• Entering Charges on Credit Cards
• Reconciling and Paying Credit Cards
Course 3-Company and Accounts Setup
Lesson 1-
• Assets and Liabilities
• Creating and Using Other Current Asset Accounts
• Removing Value from Other Current Asset Accounts
• Creating Fixed Asset Accounts
• Creating Liability Accounts
• Setting the Original Cost of the Fixed Asset
• Tracking Depreciation
• The Loan Manager
• The Fixed Asset Item List
• Equity Accounts
• Recording an Owner’s Draw
• Recording a Capital Investment
• Using the Letters and Envelopes Wizard
• Editing Letter Templates
• Viewing Your Company Information
• Setting Up Budgets
• Using the To Do List
• Using Reminders and Setting Preferences
• Making General Journal Entries
• Using the Cash Flow Projector
• Using Payment Reminders
• Receipt Management
Lesson 2-
• Company File Cleanup
• Exporting and Importing List Data Using IIF Files
• Advanced Importing of Excel Data
• Updating QuickBooks
• Using the Calculator
• Using Portable Company Files
• Using the Calendar
• The Income Tracker
• The Bill Tracker
• The Lead Center
• Moving QuickBooks Desktop Using the Migrator Tool
• Creating an Accountant’s Copy
• Transferring an Accountant’s Copy
• Importing Accountant’s Changes
• Removing Restrictions
• Using Help
• QuickBooks Keyboard Shortcuts

All required reference materials are provided with this program. Technical requirements:

Internet Connection
• Broadband or High-Speed (DSL, Cable, Wireless)
Hardware Requirements
• Processor - 2GHz Processor or Higher
• Memory - 1 GB RAM Minimum Recommended

Software Requirements
• Operating Systems - Windows 7, 8 or 10; Mac OS x 10 or higher
• Microsoft Office 2007, 2010 or 2013 or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
• Internet Browsers - Google Chrome is highly recommended
• Cookies MUST be enabled
• Pop-ups MUST be allowed (Pop-up Blocker disabled)
• Adobe PDF Reader


Upon successful completion of our Professional Bookkeeping course, students will be prepared for an entry-level position as a bookkeeper in an office setting and will be prepared to sit for the NACPB national certification exam. NACPB's Bookkeeper Certification assures employers you have bookkeeping knowledge and skill. You obtain the Certification by passing the Uniform Bookkeeper Certification Examination. Upon successful completion of this course, students will also be prepared to sit for the Intuit QuickBooks certification exam.


Prepares for Exam




QuickBooks Certification


The QuickBooks certification benefit provides individuals with the credentials to demonstrate their proficiency and expertise in the use of QuickBooks software and the ability to offer professional bookkeeping services. Certified QuickBooks practitioners will have the knowledge to set up, manage, and troubleshoot software, and to provide clients with accurate financial reports. This certification can help individuals stand out in the bookkeeping and accounting industry, making them more attractive to potential employers. Additionally, having a QuickBooks certification can open up new opportunities for freelance work, as many organizations prefer to hire certified professionals.


• 100% Online, Self-Paced
• Open Enrollment
• Admissions and Student Support
• Multimedia Rich and Interactive Content
• Industry Certification Exam, when applicable
• Hands-on Opportunity Upon Completion