Introduction to QuickBooks 2018

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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 2018 training class covers the fundamentals of using QuickBooks 2018. 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

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

10.00

Students rated our Introduction to QuickBooks 2018 trainers 10.00 out of 10 based on 1 reviews

We found the course material to be expertly put together and the instructor was very nimble on his feet to insure that the course outline, the practical examples and the discussion between management was relevant to our needs. I would recommend the course to anyone dealing with any type of change.

Richard Chaplin, FMC Technologies, Inc
Houston TX

This class hits the mark. Very professional and engaging instruction. I highly recommend, particularly for the cost.

Elizabeth Dorso, Save the Children
Fairfield CT

This the best advanced class ever. The teacher is great.

Carlette Daye, US Census Bureau
Washington DC

Because of our work restrictions, our company worked with Webucator to accelerate our training class into two days. Expressing some concern at the beginning of the class, our instructor still managed to keep the pace even, teach the important points and get all the labs in to our shortened time frame. Webucator made arrangements to get all the materials to us as students so we could come prepared for the accelerated learning. It was an excellent experience.

Duane Richards, LANDesk Software
Provo UT

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