Introduction to QuickBooks 2011

Customized Onsite Training

2
Days
  • Customized Content
  • For Groups of 5+
  • Online or On-location
  • Expert Instructors

Live Online Training

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

This Introduction to QuickBooks 2011 training class covers the fundamentals of using QuickBooks 2011. This class will be conducted using a current version of QuickBooks. Your instructor will point out the minor differences between versions where they exist. For our custom instructor-led online and onsite classes, we use the version of the software you use in your office.

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 eneter sales reeceipts, invoices, and credit memos.
  7. Learn how to enter credit card transactions.
  8. Learn the important QuickBooks features for entering and paying bills nad 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

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My web design class was just what I was looking for and my instructor not only did a great job in relaying the information I needed, she also was able to answer questions I had that were above & beyond the course material!

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Holland OH

Excellent class, very instructive. Definitely will return for future needs.

Joseph Fajardo, BULLET

I found this course to be invaluable. The instructor was friendly, knowledgeable, and engaging, and he clearly knew the program inside and out. The course is 7 hours long, but the day flew by quickly because it was very interactive, with lots of exercises spread throughout the day. I have taken other courses before through other training companies, and the quality and content of this course was far superior. I am pleased with the course, and really appreciate the instructional booklet which I will be able to refer to as needed as well.

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Norwalk CT

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