Introduction to QuickBooks Training

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Training for your Team

2
Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

Training for Yourself

$490.00
or 2 vouchers
  • Live Online Training
  • For Individuals
  • Expert Instructors
  • Guaranteed to Run
  • 100% Free Re-take Option
  • 1-minute Video
Overview

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
  1. Learn to navigate the QuickBooks workspace and become comfortable with using shortcuts, menus, and icons.
  2. Learn to start, backup, and restore company files.
  3. Learn how to add new accounts.
  4. Learn how to create new customers, vendors, service items, and inventory items.
  5. Learn about forms.
  6. Learn how to enter sales receipts, invoices, and credit memos.
  7. Learn how to enter credit card transactions.
  8. Learn the important QuickBooks features for entering and paying bills and running reports
Outline
  1. Discovering the QuickBooks Work Area
    1. Navigating QuickBooks
    2. Accounting Concepts and QuickBooks Terminology
    3. QuickBooks Help Features
  2. 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
  3. 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
  4. 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
  5. 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
Follow-on Courses

No cancelation for low enrollment

Certified Microsoft Partner

Registered Education Provider (R.E.P.)

GSA schedule pricing

98,438

Students who have taken Live Online Training

16,254

Organizations who trust Webucator for their training needs

100%

Satisfaction guarantee and retake option

9.74

Students rated our Introduction to QuickBooks Training trainers 9.74 out of 10 based on 13 reviews

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
Bartlett IL

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
Longmont CO

A semester's worth of class in one solid, easy-to-follow, day!

Nathan Woolard, University of Central Oklahoma
Edmond OK

Great training!

Louise Garcia, US Equal Employment Opportunity Commission
Tampa FL

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