Introduction to QuickBooks 2021 – 4 Hour QuickBooks Tutorial! (QuickBooks Desktop Tutorial)

In this 3 hour and 55 minute QuickBooks tutorial for beginners, we give you a crash course in QuickBooks Pro 2021 Desktop. If you have been meaning to learn how to use QuickBooks Desktop as a bookkeeper, accountant, or small business owner, then this is the place to start.

Download the free, 2021 Transcript Study Tool and follow along with this QuickBooks tutorial ►

We assume no prior QuickBooks knowledge and start at the very beginning by helping you set up your company file and preferences. After, we move onto teaching you how to create your Chart of Accounts in QuickBooks, work with Estimates, Invoices, Credit Memos and so much more!

This QuickBooks 2021 tutorial for beginners is an extract from the full, QuickBooks 2021 training course available on Simon Sez IT ►

QuickBooks Tutorial Markers:

0:00:00 – Introduction
0:01:52 – QB Desktop vs. Online version
0:07:20 – QB Desktop Versions Explained
0:11:28 – Setting Up Your Company File
0:13:31 – Using the Easy Step Interview Part 1
0:21:48 – Using the Easy Step Interview Part 2
0:25:32 – My Company Overview
0:29:20 – Identifying the Components of the QuickBooks Environment
0:34:49 – Converting QB Desktop Data to the Online Version
0:36:55 – Preferences Part 1
0:46:51 – Preferences Part 2
0:56:00 – Working with Users
1:04:02 – Chart of Accounts Part 1
1:14:12 – Chart of Accounts Part 2
1:23:03 – QB Sample Files
1:25:39 – Company File Search – NEW!
1:27:58 – Customers and Jobs Part 1
1:37:58 – Customers and Jobs Part 2
1:49:15 – Customer Groups NEW!
1:53:00 – Estimates Part 1
2:02:12 – Estimates Part 2
2:09:52 – Invoicing from Estimates Part 1
2:20:07 – Invoicing from Estimates Part 2
2:25:54 – Invoicing Customers for Products and Services
2:29:44 – Receiving Customer Payments
2:39:43 – Making Deposits
2:46:07 – Creating Credit Memos
2:52:10 – Creating Customer Statements
2:55:54 – Income Tracker
2:58:54 – Working with Vendors
3:08:08 – Entering Bills
3:14:43 – Paying Bills
3:21:20 – Credit Memos
3:24:04 – Items and Inventory Part 1
3:33:52 – Items and Inventory Part 2
3:38:24 – Purchase Orders
3:42:17 – Receiving Items Into Inventory
3:45:56 – Handling Bills for Items
3:49:35 – Paying for Items
3:51:27 – Manually adjusting Inventory

NOTE: This video is for QuickBooks Pro 2021 Desktop users, for QuickBooks Online training go here ►

► The 2020 version of this QuickBooks video:
► The 2019 version of this QuickBooks video:

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  1. Isaac Pierre on May 8, 2021 at 12:17 am

    Tanks a lot for this video, it really helped me in executing tasks at work.

  2. FxBooM on May 8, 2021 at 12:22 am

    If you need the software, reach out to me +. for the version 2021 enterprise and all point of sales versions.

  3. DJ S on May 8, 2021 at 12:24 am

    This 4-hour video is on Udemy as an 8.5-hour course.

  4. Luis Fonsis on May 8, 2021 at 12:28 am


  5. Sandra Egbe on May 8, 2021 at 12:28 am

    Thanks Cindy I am really grateful for this video, but please the video was not really clear at the beginning. I don’t know if there is a way to zoom in more in the next videos. Thanks so much Cindy for making this video.

  6. John Trujohn on May 8, 2021 at 12:29 am

    How do you get this to open? It’s been trying for over 10 minutes

  7. Mark Karnaukh on May 8, 2021 at 12:32 am

    Can you please tell me what version of desktop version to buy for used car dealership.

  8. Elizabeth Chavarria on May 8, 2021 at 12:32 am

    Thank you Cindy, where can I get the Quickbooks online, I’m just starting.

  9. Audrey Is Human on May 8, 2021 at 12:33 am

    Girl, you just saved a whole bunch of us $600. I love how this is broken down and nothing feels repetitive!

  10. Billy Rowe on May 8, 2021 at 12:34 am

    Cindy, you are amazing… I started to watch the 2020 version at the end of 2020 and now watching this one for 2021. 🙂
    You are absolutely amazing. This content should be paid for.

  11. Wa Arnoco on May 8, 2021 at 12:38 am

    I wish I found this video before I buy online courses which is not worth it. Good job to these creators you are well appreciated

  12. lisa joy on May 8, 2021 at 12:38 am

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  13. Anita Miti on May 8, 2021 at 12:40 am

    Hi Cyndi. I love your tutorial. I have a question I am student I donf have a business and I need your help in order studying online for 6 months. What program is better for me to buy? Or set it up?thank you

  14. alvaro on May 8, 2021 at 12:40 am

    QuickBooks Desktop Pro 2021 Accounting Software for Small Business with Shortcut Guide [PC Disc]

  15. Leticia Perez on May 8, 2021 at 12:41 am

    I am looking for a way to track use tax in QB. We are moving to QB 2021 soon and right now we do this very manually. I am looking to use QB. Where can i get this answer or someone who can help me work through this.

  16. DJ S on May 8, 2021 at 12:44 am

    Do you have this 4-hour video as a playlist of many short videos? Half of this irrelevant to me.

  17. Sherron Moulton on May 8, 2021 at 12:46 am

    Where did you buy the desktop pro for $189

  18. Laney's Guide Service on May 8, 2021 at 12:46 am

    Going from step 1 interview to step 2, around the 19-20 min mark… what if you didn’t click advanced setup? How do you go back and enter all that information and customize further?

  19. sedir sedir on May 8, 2021 at 12:47 am

    Really grateful for your help

  20. Liza kasner on May 8, 2021 at 12:49 am

    Can you please tell me how to save the company’s back up file to quickbooks accountant version 2021? My problem is, the computer i am using completely crashed, and couldn’t be fixed anymore, I was using QB premier Contractors Edition 2014. So what i did is buy the 2021 QB desktop accountant edition to view my files. Now i wanted to move the back up files to the desktop accountant edition, i dont know how to do this. I would appreciate if you could help me how to do this. Thank you.

  21. Billy Rowe on May 8, 2021 at 12:50 am

    Hello! I like the bank accounts sync feature with QuickBooks Online. I see that the product comparison feature says it’s available in Desktop version but may cost extra. Is this true?

  22. Tanveer Ahmad Shahid on May 8, 2021 at 12:51 am

    Cindy, you are absolutely amazing. Thanks a lot.

  23. Crystal Chesak on May 8, 2021 at 12:52 am

    Stop saying "Hey" it is rude and unprofessional

  24. Casey White on May 8, 2021 at 12:52 am

    Very informative and thank you, Cindy! My firm is looking for a new software and Quickbooks might be what we need but I’m still unsure. We are looking for a software program that will help us keep track of employee timesheets, client expenses, AR and thereby, ultimately produce a report of how profitable a client is to the firm. Similar to how legal firms operate, we would like to compare an employee’s hours (converted to a billable $ rate) plus client expenses against the income we receive. Do you have a suggestion on which Quickbooks version is best suited? Or possibly a video explaining how it can be done in Quickbooks?

  25. DC Union on May 8, 2021 at 12:53 am

    Thank you so much

  26. U S on May 8, 2021 at 12:53 am


  27. Rob Mitchell on May 8, 2021 at 12:53 am

    So good, I just wish it was for QB Pro 2021 for Mac 🙁 Unfortunately, the navigation between the Mac and PC versions is just different enough to make using this tutorial not work.

  28. Stephanie Torres on May 8, 2021 at 12:56 am

    When I set up my account, I did the quick set up, I did not notice the advanced set up. How do I go back and complete the advanced set up?

  29. Phyllis Stoops on May 8, 2021 at 12:57 am

    How can I get QuickBooks 2021 Desktop Pro for $189?

  30. Stephanie Chang on May 8, 2021 at 12:58 am

    Thank you Cindy, for sharing your knowledge and time. The video is very useful !

  31. jeff & colleen bronkhorst on May 8, 2021 at 1:00 am

    do you have videos for the freelance

  32. omarjanak on May 8, 2021 at 1:00 am

    Hello, I just paid $399 for one user desktop version for Mac… you said there is a way to get it for $189 how can I do that? Also Is this tutorial for QuickBooks desktop the same for Mac and Windows or there are differences?

  33. Dominic on May 8, 2021 at 1:01 am

    Can you please tell me where you bought quickbooks version for $189? Thank you!

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  35. Amandeep Kaur on May 8, 2021 at 1:01 am

    Hi Cindy, I saw yr videos, amazing!. I just want to learn how to operate QuickBooks practically. Should I get a subscription of self-employed or simple start?

  36. SAM on May 8, 2021 at 1:01 am

    Hello Simon, Thank you for sharing this wonderful information! I have looked everywhere even on Quickbook Pro advisors and not one person has replied to me. I really need some assistance on a transaction I am trying to post. I have looked at many video and I have not found one as of yet that addresses what I am trying to do. Is there anyway you can please help me? I would be truly appreciative of your time and assistance.

  37. Billy Rowe on May 8, 2021 at 1:02 am

    Is the Administrator password ‘safe & secure’? Can it be cracked? I know it can be reset, but what about cracked?

  38. Lucila Cura on May 8, 2021 at 1:03 am

    Thank you Cindy, for the generosity in sharing your knowledge, time and effort. This video is very useful and easy to understand. God bless.

  39. Christina Graham on May 8, 2021 at 1:03 am

    If I could find a way to physically HUG you (in a non-creepy way) I would! You saved me from hanging myself from my ceiling fan. (bad joke, sorry). Your video is a GODSEND. THANK YOU!!!!!!!!!

  40. Sosa Kobby on May 8, 2021 at 1:04 am

    Swipe dumps on a card from *Johncardin* on telegram…hit at the atm with no flag thanks 😊 dude

  41. Anita Miti on May 8, 2021 at 1:05 am

    For all of you that havecexperience learnung QB. I have a question. I am enroll to study online Bookeeping and Quickbooks . I don’t have a business. But I need to get qb online plus , but always asking "name of the business" when trying to buy the product and my question is just cre as te as fake one? Is that ok??? And I want only for 6 or 7 months. What do you recommend???

  42. Luis Fonsis on May 8, 2021 at 1:07 am


  43. Manvir Grewal on May 8, 2021 at 1:08 am

    Thank you so much

  44. Eddie Stahl on May 8, 2021 at 1:09 am

    I agree with everyone else on how helpful this was. Unfortunately I wish I had viewed this before setting up my QuickBooks. So very helpful. Thank you. Thank you.

  45. Hope Johnson on May 8, 2021 at 1:12 am

    Thank you so much for all the information. It was very helpful. I have a question can you create an invoice and email it to the client??

  46. Todd Andrus on May 8, 2021 at 1:14 am

    thank you

  47. ClaimsXchange on May 8, 2021 at 1:15 am

    I searched for hours yesterday and even chatted by dm to QB and they said I had to email them to get this done in 14 days. Then I came to YouTube and voila – within minutes I did what I needed…YOU ARE AMAZING!!!! Thank you!

  48. Favour's Nook on May 8, 2021 at 1:16 am

    Thank you so much. 1 subscriber added.

  49. Hope X on May 8, 2021 at 1:16 am

    I love it!

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