Packt

Complete QuickBooks Training: Setup, Features, and Payroll Specialization

Packt

Complete QuickBooks Training: Setup, Features, and Payroll Specialization

Master QuickBooks Setup, Payroll & E-Commerce.

Learn QuickBooks Online setup, payroll management, budgeting, & more for business success.

Packt - Course Instructors
ExpertEdge - Course Instructors

Instructors: Packt - Course Instructors

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Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Learn how to seamlessly convert QuickBooks Desktop to Online with minimal disruption.

  • Master setting up QuickBooks Online, from importing data to configuring advanced features.

  • Understand payroll management, including tax settings, deductions, and direct deposits.

  • Optimize QuickBooks for managing projects, invoicing, and job costing.

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Taught in English
Recently updated!

April 2026

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Specialization - 6 course series

QuickBooks - Setups and Cleanups

QuickBooks - Setups and Cleanups

Course 1, 7 hours

What you'll learn

  • Gain the skills to migrate from QuickBooks Desktop to QuickBooks Online.

  • Learn how to clean up data and prepare for a smooth QuickBooks Online transition.

  • Master the process of customizing QuickBooks Online to fit your business needs.

  • Develop proficiency in handling year-end cleanup tasks for accurate reporting.

Skills you'll gain

Category: Accounts Receivable
Category: Data Import/Export
Category: Financial Reporting
Category: Accounts Payable
Category: Tax Preparation
Category: QuickBooks (Accounting Software)
Category: Data Quality
Category: Accounting Software
Category: Data Cleansing
Category: Inventory Control
Category: Reconciliation
Category: Data Migration
Category: Accounts Payable and Receivable
QuickBooks Desktop

QuickBooks Desktop

Course 2, 8 hours

What you'll learn

  • Learn how to set up and configure QuickBooks Desktop for both PC and Mac versions.

  • Master the navigation tools and interface of QuickBooks Desktop.

  • Gain expertise in managing customer, vendor, and item lists within QuickBooks.

  • Learn how to generate financial reports and perform essential transactions.

Skills you'll gain

Category: User Accounts
Category: Small Business Accounting
Category: Bookkeeping
Category: Accounting Systems
Category: Customer Relationship Management
Category: QuickBooks (Accounting Software)
Category: Inventory Management System
Category: Financial Reporting
Category: Budgeting
Category: Accounting Software
Category: Account Management
Category: Financial Planning
Category: Vendor Relationship Management
Category: Vendor Management
Category: Accounting and Finance Software
Category: Investment Management
QuickBooks - Payroll and Taxes

QuickBooks - Payroll and Taxes

Course 3, 8 hours

What you'll learn

  • Gain proficiency in setting up payroll and taxes in QuickBooks Online, ensuring accurate employee payments.

  • Learn to manage employee profiles, pay schedules, pay types, and other payroll essentials.

  • Master handling taxes for federal, state, and local jurisdictions and how to send required tax forms.

  • Understand the integration of QuickBooks Time for accurate employee time tracking and payroll syncing.

Skills you'll gain

Category: QuickBooks (Accounting Software)
Category: Tax Compliance
Category: Payroll Systems
Category: Compliance Reporting
Category: Accounting Software
Category: Tax Preparation
Category: Payroll Tax
Category: Tax
Category: Payroll Reporting
Category: Sales Tax
Category: Workforce Management
Category: Payroll Administration
Category: Payroll
Category: Tax Management
Category: Payroll Processing
Category: Scheduling
Category: Benefits Administration
QuickBooks - Focus on Features

QuickBooks - Focus on Features

Course 4, 12 hours

What you'll learn

  • Learn how to configure and manage QuickBooks Payments Merchant Services for efficient payment processing.

  • Master how to set up QuickBooks Checking, manage bank activity, and utilize the Cash Flow Planner.

  • Understand how to track job costs, manage projects, and implement progress invoicing for accurate billing.

  • Discover advanced techniques for budgeting and financial forecasting within QuickBooks Online.

Skills you'll gain

Category: Accounting
Category: Deposit Accounts
Category: Project Estimation
Category: Accounting Software
Category: E-Commerce
Category: Cost Management
Category: Payment Processing and Collection
Category: Accounting and Finance Software
Category: Cash Management
Category: Budgeting
Category: Small Business Accounting
Category: Project Accounting
Category: Cash Flow Forecasting
Category: Budget Management
Category: Payment Processing
Category: Financial Forecasting
Category: Billing & Invoicing
Category: Merchant Services
Category: QuickBooks (Accounting Software)
Category: Project Management Software
QuickBooks - Business Accounting

QuickBooks - Business Accounting

Course 5, 6 hours

What you'll learn

  • Understand how to manage complex transactions like loans, vendor refunds, and bartering in QuickBooks Online.

  • Learn to apply cash and accrual accounting methods and adjust records in QuickBooks.

  • Master accrual-based adjustments and zero-dollar transactions for accurate financial reporting.

  • Become proficient in managing prepaid expenses, deferred revenue, and job costing in QuickBooks Online.

Skills you'll gain

Category: Cost Accounting
Category: Accrual Accounting
Category: Bookkeeping
Category: Cost Management
Category: Accounts Payable
Category: QuickBooks (Accounting Software)
Category: Month End Closing
Category: Expense Management
Category: Equities
Category: Accounting Records
Category: Small Business Accounting
Category: Accounting Software
Category: Financial Accounting
Category: Accounting
Category: Project Accounting
Category: Financial Reporting
Category: Accruals
Category: Accounting and Finance Software
QuickBooks - Best Practices

QuickBooks - Best Practices

Course 6, 8 hours

What you'll learn

  • Master QuickBooks Online to streamline small business bookkeeping processes.

  • Implement best practices for customizing QuickBooks to your business needs.

  • Safeguard business data by learning efficient backup and restoration methods.

  • Apply industry-specific QuickBooks practices for convenience stores and gas stations.

Skills you'll gain

Category: Small Business Accounting
Category: QuickBooks (Accounting Software)
Category: Standard Accounting Practices
Category: Accounting Records
Category: Bookkeeping
Category: Accounting and Finance Software
Category: Record Keeping
Category: Data Loss Prevention
Category: File Management
Category: Expense Management
Category: Payroll Processing
Category: Accounting Software
Category: Accounting
Category: Data Storage Technologies
Category: Specialized Sales
Category: Data Maintenance
Category: Financial Reporting
Category: Business Process Automation
Category: Ledgers (Accounting)
Category: Reconciliation

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Instructors

Packt - Course Instructors
Packt
1,728 Courses485,154 learners
ExpertEdge - Course Instructors
4 Courses21 learners

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