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UdemyAccountingPaid courseAll LevelsCertificate

Mastering QuickBooks Desktop Beginner To Advanced (Udemy.com)

Become An Expert In Any Version Of QuickBooks Desktop Including Enterprise Solutions!!

Created by: Mark Smolen

Last updated December 2022

Our take

Based on the ratings of 594 students, a sample of their written reviews and the syllabus, as the course stood in December 2022. No course pays to be reviewed.

Mark Smolen's course is a 4.3 hour, 31 lecture walk through QuickBooks Desktop. Students build a company file alongside him, set up the chart of accounts, customers, vendors and items, then enter invoices, sales receipts, bills, checks, petty cash and deposits with cash back. It also covers the Find window and the Audit Trail report for tracking down errors. Despite the beginner to advanced title, the syllabus reads like a solid first course for working people, not an advanced one.

Reviewers like the slow, deliberate pace and the clear steps. One said it answered questions that even YouTube could not, and a complete newcomer to both Udemy and QuickBooks found it easy to follow. Several already use QuickBooks at work, and one was enrolled by their company. The complaints are practical. Some found typos and wrong details in the later exercises and the quiz, one could not open the resource files, and a reviewer relying on closed captions struggled with the grammar. Two reviewers want payroll and quarterly taxes, which the course does not cover.

About nine in ten of the 594 ratings are four or five stars, and the 4.7 average fits what the reviews describe. The course was last updated in December 2022, so newer menus may look a little different, though the instructor says the annual desktop versions behave the same. Learners also need their own copy of the software to practice, and one reviewer without it could not follow along hands-on. It is a good pick if you have a copy and a job to do, and a poor one for payroll.

Best forOffice workers and new bookkeepers who have to learn QuickBooks Desktop fast, with no accounting background needed.
Skip it ifYou need payroll, quarterly taxes or bank feeds, or you actually use QuickBooks Online instead of Desktop.

Pros

  • Slow, deliberate pace with clear steps that newcomers say they can follow
  • Builds one company file from setup through invoices, bills, checks and deposits
  • Covers the Audit Trail and Journal reports for finding and fixing mistakes
  • Short at 4.3 hours, so a working person can finish it in a few sittings

Cons

  • Quiz and later exercises have typos and wrong details, according to several reviewers
  • Last updated in December 2022, and it skips payroll and quarterly taxes
  • Needs your own QuickBooks Desktop copy, and one reviewer could not open the resource files
It answered my questions about quickbooks that I could not get answered even from Youtube.
Rebecca Cahill, a student

All Levels is generous. It suits true beginners with basic computer skills and a copy of QuickBooks Desktop to practice in.

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What you will learn

  • Navigate Through And Identify Everything On The QuickBooks Desktop Screen
  • Enter / Record Every Type Of Transaction That Every Company Could Need In To QuickBooks Desktop
  • Utilize And Customize The Most Important Reports In QuickBooks Desktop
  • Find And Fix Any QuickBooks Desktop Data Entry Mistake
  • Find Anything Ever Entered In To The QuickBooks Desktop Account, Who Did It, And When
  • Use Problem Solving And Reasoning Skills To Overcome Real Life "On The Job" Challanges, When Using QuickBooks Desktop
  • Create A Quickooks Desktop Company File
  • How To Set The Defaults And Settings In The Preferences Window
  • How To Set Up And Manage The Chart Of Accounts
  • Input And Manage Customer And Vendor Data
  • How To Set Up And Customize QuickBooks Reports And The Icon Bar
  • Input And Manage The QuickBooks Items List Of Services
  • How To Record Invoices
  • How To Record Receiving Invoice Payments From Customers
  • How To Use The Journal Report To Find And Fix QuickBooks Mistakes
  • How To Customize, Memorize And Manage QuickBooks Desktop Reports
  • How To Delete A Transaction From Your QuickBooks Desktop File
  • How To Record And Manage Sales Receipt
  • What Is Accounts Payable?
  • How To Enter Bills From Vendors
  • How To Pay Bills In QuickBooks Desktop
  • How To Record Checks In QuickBooks Desktop
  • How To Use The Find Window
  • How To Record Petty Cash Transactions
  • How To Record Complex Deposits With Cash Back For Expenses
  • How To Manage Undeposited Funds
  • How To Use The "Audit Trail" Report To Find And Fix Anything Ever Entered In To A Desktop File

Course content

6 sections · 31 lectures · 4.3 hours of video 1 quiz

  1. 1Introduction And Set Up Of Your QuickBooks Company File 4 free previews9 lectures · 1.4 hours
  2. 2Section 2 - Customer And Accounts Receivable Transactions7 lectures · 50 min
  3. 3Section 3 - Vendors And Accounts Payable 1 free preview8 lectures · 1 hour
  4. 4Banking And Deposit-Related Issues - Most Crucial Section!!5 lectures · 56 min
  5. 5Section 5 Test Your Knowledge And Skills1 lecture · 1 quiz · 5 min
  6. 6Bonus Section1 lecture · 3 min

Who it is for

The instructor says it suits

  • Anyone Who Needs To Use QuickBooks Desktop To Manage Their Business
  • Anyone Who Wants To Get A Good Office Job Using QuickBooks Desktop
  • Anyone Who Has Accounting Or Bookkeeping Clients That Could Be Put On QuickBooks Desktop
  • Anyone Who Wants To Be An Expert In QuickBooks Desktop In A Very Short Time

What you need before you start

  • Basic Computer Knowledge
  • The Need To Use QuickBooks Desktop

How it compares

Against the other 200 rated Udemy courses in Accounting on CourseDuck:

  • Rating4.7 out of 5higher than 90% of them
  • Reviews594#85 of 201 by number of reviews
  • Length4.3 hoursshorter than 64% of them
  • Last updatedDecember 2022earlier than 52% of them

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Course Description

In this QuickBooks Desktop Video Course, you will learn everything you need to know about QuickBooks Desktop. Any and Every version of QuickBooks Desktop, even Enterprise Solutions, any version, can be mastered by taking this course. Every version, like: Pro, Premiere and industry specific versions of QuickBooks Desktop all work the same way. This Course will get you from beginner to expert in a very short time, very easily; regardless of what year your QuickBooks program you may have on your computer. You will enjoy learning and feel confident that you are ready to do what you need in your company or on your job. Every annual version of QuickBooks Desktop Pro is identical in the way it looks and behaves. This class shows exactly what you will see on your screen if you have QuickBooks Desktop 2014 to QuickBooks Desktop 2025 and all other versions in between!!

The perfectly clear, step by step instructions will show you how to navigate through every part of QuickBooks Desktop. We will perform the complete set up together. You will then experience every common transaction type that can be entered into QuickBooks. You will see how to customize and manage the most important reports in QBO. You will be able to find and fix data entry mistakes. You will even be able to find anything ever entered in to your company file since the moment you created it. The projects and tests replicate real life challenges that I will show you how to overcome when using QuickBooks Desktop. The transactions we learn are what any typical company would need when using QuickBooks. We enter invoices, sales receipts and customer payments into the QuickBooks company file we make together. The training includes deposits and QuickBooks bank related transactions as well as entering vendor's bills and paying bills in QuickBooks. This QuickBooks video instructional course even includes Petty Cash and other cash back related transactions. I continuously give QuickBooks Tips and QuickBooks tricks along the way to help students have total control over all your QuickBooks Online records. The important QuickBooks Desktop functionality features will help you become an expert fast, easy and fun!


Topics Include:


I'm right here for you if you have any questions or need support. I hope you learn well and enjoy the course!

-Mark




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Instructor Details

Mark Smolen

I have 3 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to certified job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. Now, I've helped thousands of students from Udemy get great jobs or run their own business.

I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for 2 decades. I have made these videos by determining what my clients needed.

I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task

I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me.

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Reviews

4.7

594 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Susan Rice on 6/2/2025

Firstly this was my first time ever using Udemy or even QuickBooks for that matter. Secondly, this was a brilliant beginner breakdown of the Desktop version of QuickBooks. Mark, expertly broke down the basic topics into easy to follow along chapters. Even my neurodivergent, brain could follow along, which was incredible as I often get very hung up on wording and verbiage. There were only a couple of examples that I got tripped up on due to how they were worded and were unable to reach out to Mark in the timeframe that I needed to complete this particular course. I will definitely be signing up for more of Mark's courses as to go further in depth into the world of QuickBooks both for home and business. I would also love even more practice examples (q.e.d. homework problems) and hopefully have some resource files of pdfs of what the various data windows should look like post completed homework (entirety) entry so as to match up my work with his results. The engineer in me wants to be able to check all the data windows and make sure I have done everything correctly. Mark's course came very close to being able to appease that need. Thank you Mark for making this course and making it enjoyable even under a hard deadline. Cheers.

By Debbie Hunsaker on 4/13/2025

While I am not done with the course, I feel confident enough to say that this is a great course for someone who has not used QuickBooks Premier 2017. Thank you to the instructor.

By Pablo Cohen on 1/29/2025

lovely. i understand the fundamental of invoices, sales recipes, Trial Balances, open invoice and corrections to all and customer transactions and deleted history. awesome. now I hope to learn about using imported bank checking and importing expences to QuickBooks. i 'm using mac plus and its slightly different but its totally manageable. the only difference is settings is preferences and customisation of doc is very different . first you load the page you want with all the displays you want , then you click on the Doc bar in customizations . then you drag out all the items you don't want and then drag and drop from the automated dropdown display of all active windows and ellect accordingly.

By Jennie Spalding on 12/26/2023

I did not have a QB program to follow along with which would have been helpful. I learned a lot but some of the questions were not logical to me. I am disappointed that bank rec's were not covered in this course and it was very light on the reporting functions. It covered no financial reports but the transactional instructions were pretty good. I will go through the course a few more times to see what I missed and to get it to sink in. The course is a little quick for true beginners and I did it in one setting so I need to slow down my process and focus more closely. Thank you - the value of the course was certainly worth more than the "sales" price.

By Philip G Lee on 10/17/2023

A nice practical approach to learning the basics of QB incrementally while providing you with handy shortcuts to being more efficient. Identifies and addresses common mistakes, and provides enough context when explaining why he's recommending a specific way to do enter transactions or pull reports.

By Denisa Brandes on 5/10/2023

I love Mark Smolen's QuickBooks Desktop courses. I took 5 of them, and every single was exceptionally well done, very informative, detailed, with step by step instructions offered in a logical, easy to understand way. I have not learned as much from real experience with QB and from many textbooks I read as I learned from Mark Smolen's courses. He also responds to messages, questions, provides advice. Amazing! Thank you very much!

By Vienna Podratz on 11/10/2022

I've was thrown into help my husband at his office using QB's with little instruction from someone that wasn't advance at all. In just this short amount of time (on Video#16) I've already learned ways to make things more simplified. Excited to keep learning!!

By Sandy Bechard on 11/7/2022

Some of the slides were off that we checked numbers against. Also I was not able to get a certificate because it said I completed 31 of the 32 lectures, but there were only 31. Also a couple of the questions on the quiz had the wrong answer. I went back and reviewed and the information was wrong. Also when he showed the reports we were supposed to compare to we didn't get to see the full reports with all of the numbers. Overall it was a pretty good course. I learned a lot and appreciate the information. A little irritated I could not print a certificate.

By Xuan Cam on 7/15/2022

It is an amazing course that I have been learning so far. The lectures and instructions are so clear and easy to follow. I learned quicklook before at school, but this course helps me understand the details of each transaction impact and fix common mistakes.

By David Hammer on 3/29/2022

The instructor is crystal clear. I truly enjoyed taking this course. This is the first course on Udemy I will ever finish because it is so helpful and engaging. I chose to deduct a half a star for two reasons: 1. The course covers the barebones of QuickBooks and I don't feel like an expert nearing its completion 2. The course leaves out accounting for Inventory/COGS which I believe is necessary to include in a foundational course such as this. Other than these two points, the instructor is articulate and provides many concrete examples to hone your skill. You may not walk out of this course being an expert, but you will definitely walk out having a sound foundation you can use to dive deeper into Quickbooks.

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Overall Score : 94 / 100