QuickBooks Desktop Sales Workflow [Beginner to Intermediate]

Course Overview:

Choosing the right transaction types your business will use is crucial.  Too many types will require wasted time from your staff.  Too few and we may not be able to get the reporting necessary to make business decisions. This course takes you through different sales transaction types in QuickBooks.  We have use cases and scenarios to help foster ideas of how you can use your own QuickBooks file.  We also have an in depth understanding of the results of sales transactions on your reporting.

  • Prerequisites: Beginner to intermediate knowledge of QuickBooks Desktop
  • CPE Credit: N/A
  • Field of Study: Specialized Knowledge
  • Delivery Method: QAS Self Study
  • Languages: English
  • Lessons: 25
  • Length: 3.23 hours
  • Skill Level: Beginner to Intermediate

Related Product(s):
QuickBooks Desktop (Pro, Premier, and Enterprise)

Certificate of Completion:
This course has a 32 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.

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Course Content

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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.