An overview of the application is presented, including using the Easy Step Interview process to enter basic company information and set up accounts. Tasks covered including setting up company records, entering historical data, managing accounts, and creating lists, reports, and graphs. Managing invoices, sales tax information, bills, and assets is also covered. Additional topics covered include managing payroll and employee data, managing taxes, online banking, and creating budgets. The MS Office component covers core techniques, productivity tips, keyboard shortcuts, and MS Office application best practices.


  • An overview of Quick Books is presented, including using the Easy Step Interview process to enter basic company information and set up accounts. Tasks covered including setting up company records, entering historical data, managing accounts, and creating lists, reports, and graphs. Managing invoices, sales tax information, bills, and assets is also covered. Additional topics covered include managing payroll and employee data, managing taxes, online banking, and creating budgets.

  • MS Office course provides a comprehensive overview of the four main MS Office applications. The main focus of the course will be ‘using the right tool for the job’. As each application is explored, participants will learn in-depth usage of the office applications.

Week-1: Read Chapter 1, 2 and Complete all questions from chapter 1 and 2

  • Setting Up Accounting: This course shows users how to complete the EasyStep Interview to set up company records in QuickBooks.

  •     Establishing Preferences

  •     Enabling QuickBooks Features

  •     Starting Accounts and Items

  •     Setting Up Inventory

  •     Entering Opening Balances

  •     Setting Up Payroll


Week-2: Read Chapter 3, 4 and Complete all questions from chapter 3 and 4

  • Entering Historical Data: This course shows users how to enter current or past information about their companies to establish QuickBooks information.

  •     Entering Bills and Invoices

  •     Entering Money Received

  •     Entering Bills and Deposits

  •     Entering Other Transactions

  •     Getting Help in QuickBooks


Week-3: Read Chapter 5, 6 and Complete all questions from chapter 5 and 6

  • Managing Accounts and Lists: This course shows users how to use QuickBooks to track accounts and manage items in their companies. This includes how to create and manage lists for viewing and how to generate reports and graphs for visually assessing a company's accounting status.

  •     Understanding Accounts and Accounting

  •     Adding and Deleting Accounts

  •     Understanding Items

  •     Viewing Finding and Adding Items in Lists

  •     Managing Items

  •     Creating Item Reports and Graphs

  •     Customer Vendor and Employee Lists


Week-4: Read Chapter 7, 8 and Complete all questions from chapter 8

  • Invoices and Sales Tax: This course shows users how to manage invoices and record sales tax information in QuickBooks.

  •     Creating an Invoice

  •     Tracking Invoices

  •     Recording Income

  •     Collecting Sales Tax

  •     Managing Sales Tax


Week-5: Read Chapter 10, 11 and Complete all questions from chapter 10 and 11

  • Managing Assets and Reports: This course shows how to track inventory and other assets and how to create QuickBooks reports on a business.

  •     Using the Inventory Tracking System

  •     Managing Inventory

  •     Inventory Reports

  •     Managing Fixed Assets

  •     Standard Reports

  •     Customizing Reports


Week-6: Read Chapter 12, 13, 14 and Complete all questions from chapter 14

  • Managing Taxes: This course shows how to withhold and pay employee taxes create tax reports and account for income taxes in QuickBooks

  •     Working with W-2s and the Payroll Tax Table

  •     Setting Up Employee Taxes

  •     Withholding Taxes

  •     Creating Tax Payroll Items and Tax Forms

  •     Tax Reports

  •     Accounting for Income Taxes