More Than Entering Numbers

Do you struggle with how to use Quickbooks? Quickbooks comes with many shortcuts but you have to understand the basics. This course teaches everything you need to know to get started with Quickbooks.

Who is this really for?

Small business owners, nonprofit leaders, and bookkeepers looking to know how to use Quickbooks to track what is coming in and going out.

Does this sound familar?

  • It takes me to long to enter in data.

  • I don't know how to reconcile the bank account.

  • I don't feel I'm fully utilizing Quickbooks.

  • I don't know how to run reports to tell me how the organization is doing?

It's time for YOU to truly create a difference!

This course teaches you everything you need to know to manage the bookkeeping with Quickbooks.

Course curriculum

  • 1

    Welcome to the course!

    • A message from your instructor

  • 2

    Quickbooks Chart of Accounts

    • Quickbooks Workshop: Chart of Accounts & Reporting

  • 3

    Quickbooks Banking Section

    • Quickbooks Workshop: Banking Section (2021)

    • Quickbooks Workshop: Banking Function The Bonus (2021)

    • Quickbooks Basic - Banking Function & Other Tips (2020)

  • 4

    Quickbooks Sales Section

    • Quickbooks Workshop: Sales Section (Manage Customers/Invoices/Customer Payments)

    • Quickbooks Sales Section: Bonus How Does Sales Tie to Financial Reports

  • 5

    Quickbooks Expense Section

    • Quickbooks Workshop: Expenses

  • 6

    Starter Kit: How to Use Quickbooks Online

    • How To Use Quickbooks Online for New Users (2023)

  • 7

    QuickBooks Reconciliation Feature

    • Quickbooks Workshop: Bank & Credit Card Reconciliation (2021)

    • Quickbooks: How to Enter Transactions & Bank Reconciliation (2020)

    • Quickbooks: Credit Reconciliation & Other Tips (2020)

  • 8


    • Resources & Class Materials

    • Quickbooks Bonus: Classes, Sales Receipts, Paying Credit Cards, QB Bank Balance

  • 9

    Next Steps...

    • Before you go...

    • More resources for you



Mary Cassidy, President of Portions Just Right

I felt in over my head with my small business. But when I took Insight’s Quickbooks Master Class with Linda Diakite Karressy, I felt truly relieved that someone was able to explain QB and Accounting so I was able to understand it. I’m so glad I discovered Insight!