Introduction to QuickBooks 2015

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

Upcoming Classes

  • See More Classes

Please select a class.
Overview

This Introduction to QuickBooks 2015 training class covers the fundamentals of using QuickBooks 2015. 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 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

78,737

Students who have taken Live Online Training

15,455

Organizations who trust Webucator for their training needs

100%

Satisfaction guarantee and retake option

9.39

Students rated our trainers 9.39 out of 10 based on 5,171 reviews

This course was well paced and extremely easy to follow. I'm looking forward to taking another class soon.

Teresa Underhill, Bartlesville Public Schools
Bartlesville OK

This class was fantastic! The instructor was energetic and engaging. I will definitely keep Webucator in mind for my future training needs!

Golda Maxwell, Beth Israel Medical Center
Bronx NY

The instructor was very knowledgeable on the subject matter. She kept the class moving at a good pace while still taking time to answer all questions.

Robert Romano, Veolia ES Technical Solutions, LLC
Middlesex NJ

Webucator's "Intro to HTML" class was a fantastic learning experience.

Janelle Badanes, Deltek
Herndon VA

Contact Us or call 1-877-932-8228