How to Make QuickBooks® More User-Friendly

Simple changes to streamline your workflow in QuickBooks® Desktop

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Streamline your workflow in QuickBooks® with some simple, one-time changes.

Follow along as I lead you step-by-step through my process for creating an easy-to-use QuickBooks® workflow. Learn my favorite techniques developed from over 15 years of experience working in QuickBooks®.

  • Improve your efficiency in QuickBooks®
  • Discover how to make QuickBooks® more user-friendly
  • Learn the quick and easy way to navigate in QuickBooks®
  • Benefit each time you use QuickBooks®

This is THE course I wish I had when I started using QuickBooks® back in 2002. I would have saved so much time and definitely wouldn’t have been so frustrated! The information in this course applies if you use QuickBooks® Pro, QuickBooks® Premier, or QuickBooks® Enterprise. This course doesn't cover anything about QuickBooks® Online.

If you’re a bookkeeper, accountant, small business owner, or someone that wants to learn more about QuickBooks®, you’ll fit right in. If you’re brand new to QuickBooks®, or if you’ve been using QuickBooks® for a while and struggle with workflow, you’ll fit right in as well.

This course is 100% video (with English Closed Captions) and 30 minutes long. I cover the content efficiently and by the time you complete the course you’ll know exactly how to save time in QuickBooks® using these simple, one-time changes.

We’re going to jump right in and start with a default company file view. We’ll modify the view, customize it, and arrange it in a manner that makes sense. Additionally, we’ll get a better understanding of the changes by taking a closer look at some of their features.

Just think about it, a half an hour from now you could be using QuickBooks® more efficiently!

Click the enroll button and start learning immediately.


Your Instructor

Scott Meister, CPA
Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I teach folks on how to effectively use QuickBooks® and have used QuickBooks® since 2002. Additionally, I tutor students in accounting classes. Over the years, I came to realize that I really enjoy teaching; sharing knowledge with others with the hope that they learn and use the valuable information.

As a result, my wife and I formed our company (Simplified Management Solutions, Inc.) where we create video tutorials for software packages and provide accounting services. Our focus is high-quality training tutorials for QuickBooks®. We post our QuickBooks® video training courses on

Certifications include:
Certified Public Accountant (CPA)
Certified Bookkeeper (CB)
Advanced Certified ProAdvisor for QuickBooks® Desktop
Advanced Certified ProAdvisor for QuickBooks® Online

Other interests include: Spending time with my wife and our dogs, playing guitar/drums/bass, photography, and creating films/motion graphics.

Frequently Asked Questions

What's covered in this course?
This course covers some simple, one-time changes you can make to your QuickBooks® file to make it more user-friendly. Take a look at theDescription or Curriculum to see the topics covered.
How long is this course?
This course is 100% video with English Closed Captions and lasts approximately half an hour. Watch the course as many times as needed.
Does this course cover everything I need to know about QuickBooks®?
Absolutely not. This course shows an effective way to make your QuickBooks® file more user-friendly. Check out my other courses to learn more about QuickBooks®.
Will the info in this course work with QuickBooks® version ______?
This course contains information that will work with QuickBooks® Desktop ( QuickBooks® Pro, QuickBooks® Premier, and QuickBooks® Enterprise). It does not cover QuickBooks® Online. The information in this course was recorded using QuickBooks® Pro 2017. The information in the videos should work on previous versions of QuickBooks® ( 2016, 2015, etc.) and will more than likely work on future versions.
When does the course start and finish?
This course starts when you enroll and is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
Contact me if you're unhappy with the course. My goal is to help you with QuickBooks®. If this course isn't working out for you, I'm more than happy to point you to additional resources.

Get started now!