Learning Outcomes

How QuickBooks Files Work

Setting Up Your Company File

Using Easy Step Interview - Part 1

Using Easy Step Interview - Part 2

Getting Around in QuickBooks - Part 1

Getting Around in QuickBooks - Part 2

Starting and Exiting QuickBooks

Opening a Second Company File

Lesson Summary

In this module, you will be introduced to how QuickBooks work, as well as how to set up your company file on QuickBooks and using the Easy Step Interview to set up a company on QuickBooks. You will also be introduced to the steps for getting around in QuickBooks, starting and exiting QuickBooks, as well as opening a second company file.

Preferences - Part 1

Preferences - Part 2

Working with Users

Chart of Accounts - Part 1

Chart of Accounts - Part 2

Let Me Try: Creating a New Account

In this module, you will be introduced to the process for customizing preferences on QuickBooks, as well as setting up different users on QuickBooks. You will also be introduced to the setup process for the chart of accounts on QuickBooks, as well as try out an exercise to create a new account and assign different variables.

Walkthrough of the Customer Centre

Creating Customers and Jobs

Estimates - Part 1

Estimates - Part 2

Invoicing from Estimates - Part 1

Invoicing from Estimates - Part 2

Invoicing Customers for Products and Services

Receiving Payments

Creating Deposits

Creating Credit Memos

Entering an Overpayment

Handling Customer Down Payments

Memorizing a Sale

Using Price Levels

Creating Statements

Using the Income Tracker

Let Me Try: Creating a New Customer and an Invoice

Let Me Try: Receiving a Payment

Let Me Try: Creating a Deposit

In this module, you will be introduced to the customer centre in QuickBooks, how to create customers and jobs, how to prepare estimates, as well as creating invoices from estimates. You will also be introduced to the process of receiving payments, entering overpayments, as well as handling customer down payments, and using the income tracker.

QuickBooks Desktop Canada Online Course - Course Assessment

The free online course on how QuickBooks works, its customization, as well as receiving payments and managing deposits.

Diploma in QuickBooks Desktop Canada

This free online QuickBooks desktop Canada course teaches you about how to work with the QuickBooks software in accounting, as well as using the Easy Step Interview and opening a second company file. You will learn about how to customize preferences in QuickBooks. You will also be able to learn how to manage payments, handle down payments, as well as issue invoices to customers. Start this course today to improve your understanding of QuickBooks.

7 Best Technical Writing Courses to Master Documentation and Communication

40+ Free Certificates from Wolfram U: Expand Your Computational Universe

6 Best Free OCaml Courses for 2025

Duolingo’s Reddit Community Revolts: ‘No Más’ to Unpaid Support

Writing as Enchantment: Inside Alan Moore’s BBC Maestro Course

EdX’s 2021: Year in Review

11 Best ChatGPT & Prompt Engineering Courses for 2025

BloomTech’s Downfall: A Long Time Coming

2022 Year in Review: The “New Normal” that Wasn’t

OKR Certification Course: A Path to Renewed Enthusiasm and Productivity

[2025] Massive List of Thousands of Free Certificates and Badges

Coursera Q1 2026: Platform Fee Raises Consumer Margins to a Multi-Year High, Enterprise Customers Slip

Duolingo’s 2026 Strategy: The Road to 100 Million DAUs

10,000+ Free Courses from Tech Giants: Learn from Google, Microsoft, Amazon, and More

The Day MOOCs Truly Died: Coursera’s Preview Mode Kills Free Learning

A Decade of MOOCs: A Review of MOOC Stats and Trends in 2021