Introduction to QuickBooks 2012

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
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  • Guaranteed to Run
  • 100% Free Re-take Option
  • 1-minute Video

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Overview

This Introduction to QuickBooks 2012 training class covers the fundamentals of using QuickBooks 2012. 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

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GSA schedule pricing

80,130

Students who have taken Live Online Training

15,540

Organizations who trust Webucator for their training needs

100%

Satisfaction guarantee and retake option

9.38

Students rated our trainers 9.38 out of 10 based on 4,997 reviews

I enjoyed my training session. I had never used the Captivate software before, so the introductory session was just right for me. I appreciated the additional tips and hints that the instructor gave -- things that weren't in the workbook.

Ann Werner, KRM Information Services, Inc.
Eau Claire WI

Easy to follow instruction and course material. I would recommend this class and instructor to anyone who is interested in the development of distance learning or the Adobe Suite.

James Ocheske, DOTD CP-32
Ft Benning GA

Thorough JSF coverage by top-notch instruction.

Adam Dunn, UTHealth
Houston TX

Very effective, thorough and from the convenience of your home or cube. I love it!

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Walnut Creek CA

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