Introduction to QuickBooks Training

This Introduction to QuickBooks training class covers the fundamentals of using QuickBooks. This class is suitable for students using 2007-2013 versions of QuickBooks.

NOTE: This class is geared for PC users only. Mac versions of the software are not supported in the training.

Note: This class is not appropriate for users of QuickBooks Online or QuickBooks Enterprise.

Note: This course uses the U.S. version of QuickBooks, which applies U.S. tax laws.

Goals

Learn to navigate the QuickBooks workspace and become comfortable with using shortcuts, menus, and icons.
Learn to start, backup, and restore company files.
Learn how to add new accounts.
Learn how to create new customers, vendors, service items, and inventory items.
Learn about forms.
Learn how to enter sales receipts, invoices, and credit memos.
Learn how to enter credit card transactions.
Learn the important QuickBooks features for entering and paying bills and running reports

Outline

Discovering the QuickBooks Work Area
1. Navigating QuickBooks
2. Accounting Concepts and QuickBooks Terminology
3. QuickBooks Help Features
Creating New Company Files
1. Setup Checklist
2. Creating the Company File
3. Historical Transactions
4. Backing Up Company Files
5. Opening and Closing QuickBooks
  1. Opening a Company File
  2. Closing a Company File
  3. Reopening QuickBooks
Customizing the Company Files Setup
1. Customizing the Chart of Accounts
2. Adding a Credit Card Account
3. Adding Customers
4. Adding Vendors
5. Adding Items
  1. Adding Inventory Items
6. Adding Multiple Entries to a List
Customer Center and Customer Transactions
1. Exploring the Customer Center
2. QuickBooks Sales Process
3. Creating a Sales Receipt
4. Creating an Invoice
5. Customer Payments
6. Undeposited Funds
7. Credit Memos and Refunds
8. Customer Center Tasks
9. Other Features of the Customer Center
Vendor Center and Purchases
1. Exploring the Vendor Center
2. Writing Checks vs Entering Bills
3. Paying Bills
4. Credit Card Transactions
5. Vendor Reports

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Preparing for Class

Onsite: Course Setup
Live Online: Course Setup | WebEx Setup

Follow-on Courses

Advanced QuickBooks Training

Training for your Team

Length: 2 Days

Private Class for your Team
Online or On-location
Customizable
Expert Instructors

Request Onsite Class

Training for Yourself

$490.00 or 2 vouchers

Request Live Online Class

Live Online Training
For Individuals
Expert Instructors
Guaranteed to Run
100% Free Re-take Option
1-minute Video

What people say about our training

Webucator's system, customer service team, and instructor were all friendly, courteous, prompt and efficient! I hope to get the chance to take another online course with them.

Gretchen Shubat

IHHP

You obtain a full understanding of the capabilities of QB in a short amount of time while pushing the boundaries of your QB curiosity.

Dan Wilkins

n/a

All aspects of the training exceeded my expectations! Great instructor, materials and class flow! I am very pleased with the fact that Webucator does not cancel a course due to enrollment size. I will indeed look to Webucator first for my future training needs.

Kanisha Goodwin

U S Federal Courts

I will recommend this course to my counterparts.

James Rodgers

Thomas & Betts, a member of the ABB Group

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9.68

Students rated our Introduction to QuickBooks Training trainers 9.68 out of 10 based on 7 reviews