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.
- Learn to navigate the QuickBooks workspace and become comfortable with using shortcuts, menus, and icons.
- Learn to start, backup, and restore company files.
- Learn how to add new accounts.
- Learn how to create new customers, vendors, service items, and inventory items.
- Learn about forms.
- Learn how to enter sales receipts, invoices, and credit memos.
- Learn how to enter credit card transactions.
- Learn the important QuickBooks features for entering and paying bills and running reports
- Discovering the QuickBooks Work Area
- Navigating QuickBooks
- Accounting Concepts and QuickBooks Terminology
- QuickBooks Help Features
- Creating New Company Files
- Setup Checklist
- Creating the Company File
- Historical Transactions
- Backing Up Company Files
- Opening and Closing QuickBooks
- Opening a Company File
- Closing a Company File
- Reopening QuickBooks
- Customizing the Company Files Setup
- Customizing the Chart of Accounts
- Adding a Credit Card Account
- Adding Customers
- Adding Vendors
- Adding Items
- Adding Inventory Items
- Adding Multiple Entries to a List
- Customer Center and Customer Transactions
- Exploring the Customer Center
- QuickBooks Sales Process
- Creating a Sales Receipt
- Creating an Invoice
- Customer Payments
- Undeposited Funds
- Credit Memos and Refunds
- Customer Center Tasks
- Other Features of the Customer Center
- Vendor Center and Purchases
- Exploring the Vendor Center
- Writing Checks vs Entering Bills
- Paying Bills
- Credit Card Transactions
- Vendor Reports
Each student will receive a comprehensive set of materials, including course notes and all the class examples.