Introduction to QuickBooks 2019

This Introduction to QuickBooks 2019 training class covers the fundamentals of using QuickBooks 2019. 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.

Note: This course is available in any of the earlier versions of QuickBooks.

Location

Public Classes: Delivered live online via WebEx and guaranteed to run . Join from anywhere!

Private Classes: Delivered at your offices , or any other location of your choice.

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.

Training for your Team

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

What people say about our training

I really enjoyed this class. Well worth the money and time.
Emily Michel
Stone Carlie
The instructor was awesome. She took the pressure and fear out of the equation and left everyone feeling empowered and capable.
Sandhya Iyer
Salesforce.com
I went from knowing nothing to knowing enough to create forms with confidence. The instructor was patient and went at a good pace. She also speaks very clearly.
Anne Mahoney
Watermark Estate Management Services, LLC
Great course with an awesome instructor!!!
Michelle Biemer
Clean Harbors

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