QuickBooks Pro Set Up New Company File 2018

QuickBooks Pro Set Up New Company File 2018


  • QuickBooks Software would be best although we can review the content without the software


This course will cover the set-up process for QuickBooks desktop, providing quick and easy instruction to get you up and running with the QuickBooks software.

We will be using QuickBooks 2018, but the same process can be used for other versions of the software. This course will get you QuickBooks file to the point where we are ready to enter financial data and accounting transactions.

Why choose this course

This QuickBooks course is a quick and easy guide to getting up and running providing detailed instruction on the process of downloading QuickBooks, setting up a new company file, and entering customer, vendors, employees and their opening balances.

This QuickBooks course provides more then just instructional videos.

The online accounting course also provides PDF files. PDF files are a great tool because the provide another format to take in information, they can be used offline, and they can help as a reference for ourselves and others.

We also pride backup files. The ability to make static backup files is a huge advantage for the desktop version of QuickBooks. Backup allow us to jump forward in a problem or to rework a component we struggled with.

QuickBooks desktop also allows us to have work on multiple company files at the same time with no additional cost, providing the tools to run multiple practice files to test processes without overwriting our data.

Who will we be learning from?

You will be learning from somebody who has technical experience in accounting concepts and in accounting software like QuickBooks, as well as experience teaching and putting together curriculum.

You will be learning from somebody who is a:

  • CPA – Certified Public Accountant
  • CGMA – Chartered Global Management Accountant
  • Master of Science in Taxation
  • CPS – Certifies Post-Secondary Instructor
  • Curriculum Development Export

As a practicing CPA the instructor has worked with many technical accounting issues and helped work through them and discuss them with client of all levels.

As a CPS and professor, the instructor has taught many accounting classes and worked with many students in the fields of accounting, business, and business applications.

The instructor also has a lot of experience designing courses and learning how students learn best and how to help students achieve their objectives. Experience designing technical courses has also help in being able to design a course in a logical fashion and deal with problems related to technical topics and the use of software like QuickBooks Pro.

How will we be Taught?

We will learn by doing, by providing a presentation, and providing the tools to work through the processes presented. Learning QuickBooks is something best learned by doing, by applying skills to the QuickBooks application.

In addition to video instructions we will provide PDF files that can be downloaded and printed. The PDF files allow us a supplemental resource and can be used offline. The PDF files provide us with a hard copy reference to refer back to and something we can use to help explain concepts to others.

We will also provide backup files which give us much more flexibility to move around the course and correct mistakes as we learn. If we are new to QuickBooks we recommend working through the material from start to finish but if we have experience or are interested in a particular topic we can jump forward, using the backup file to restore the data to a point closer to the area we are working on.

If we make an error and our data is not matching up we can restore the backup file and rework the problem or restore the following data file to a later lecture and keep moving forward with our data matching the examples shown.

Partial list of what will be covered:

  • Getting Started Overview
  • Download and Install QuickBooks Pro 2018
  • Start a New Company File Overview
  • 6.05 Set Up New Company and Company Preferences
  • 6.10 Set up Item for Inventory and Service
  • Backup Files to Download
  • 6.15 Set Up Customer Balances
  • 6.20 Set Up Vendors and Beginning Balances
  • 6.25 Set up New Accounts and Opening Balances
  • 6.30 Adjust New Account Balances
  • 6.35 Payroll Setup
  • 6.40 Set Up New Employees
  • 6.45 Generate Reports Export Reports to Excel

Who this course is for:

  • Business Owners
  • Accounting Professionals
  • Bookkeepers
  • Accounting Students