QuickBooks Desktop Chart of Accounts [Beginner to Intermediate]

Course Overview:

This course is Chart of Accounts – Set up your Accounts for Successful Financial Reporting.  This course is performed in QuickBooks Enterprise – a desktop product, however the concepts can be carried into QuickBooks Online as well.  This course is not only about how to set up QuickBooks, but also how to set up your financials overall for success.  Here at Fourlane we focus the chart of accounts set up around providing material financials that are simple and consistent.  We have found that if the Balance Sheet or the Profit and Loss are more than a page long when condensed, that business owners and leadership tends not to really look at the data.  To be a successful business, you need to know your numbers.  This course will help set you up with successful financials.

  • Prerequisites: Basic QuickBooks Desktop knowledge
  • CPE Credit: N/A
  • Field of Study: Specialized Knowledge
  • Delivery Method: Online Self Study
  • Languages: English
  • Lessons:  8
  • Length: 1.14 hours
  • Skill Level: Beginner / Intermediate

Learning Objectives:

  • Identify the types of accounts you can set up in QuickBooks
  • Organize a chart of accounts using header and sub accounts

Certificate of Completion:
This course has a 13 question quiz which must be passed with a score of 80% or higher in order to receive a Certificate of Completion. You will be notified of the score immediately upon submitting the quiz answers and receive an email with the score and missed questions. You may re-take the quiz an unlimited amount of times.

For more information regarding refund, complaint and program cancellation policies, please email us at info@fourlane.com.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.