Comprehensive QuickBooks Training

Customized Onsite Training

2
Days
  • Customized Content
  • For Groups of 5+
  • Online or On-location
  • Expert Instructors

Live Online Training

  • Live Online Training
  • Expert Instructors
  • Guaranteed to Run
  • 100% Free Re-take Option
  • 1-minute Video

For Online Training, See:

Overview

This Quickbooks training class covers the fundamentals of using QuickBooks to track the finances of a small business. Students will learn how to set up a new company, work with lists, set up inventory, process invoices, work with bank accounts, process payments, enter and pay bills, and use online banking. In addition, students will learn how to customize forms, create reports and graphs, track and pay sales tax, handle payroll, write letters and more.

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
  9. Learn about the different methods used to record transactions.
  10. Learn about setting up QuickBooks to properly handle sales tax.
  11. Learn to work with transactions including memorized transactions.
  12. Learn to modify reports and create memorized reports for reuse.
  13. Learn to set up time and mileage tracking and create 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
  6. Banking and Reconciliation
    1. Account Registers
    2. Transferring Funds Between Bank Accounts
    3. Voiding and Deleting Checks
    4. Reconciling Accounts
      1. Preparing for the First Reconciliation
      2. Reconciling an Account
  7. Managing and Paying Sales Tax
    1. Turning on the Sales Tax Feature
    2. Grouping Sales Taxes
    3. Setting Up Taxable Customers and Items
    4. Default Sales Tax Item
    5. Applying Tax to a Sales Form
    6. Making a Sales Tax Payment
    7. Recording a Sales Tax Payment
  8. Working with Transactions
    1. Working with Transactions
      1. Finding Transactions
      2. Performing a Simple Find
      3. Performing an Advanced Find
    2. Memorized Transactions
      1. Creating a Memorized Transfer
      2. Editing Memorized Transactions
      3. Deleting a Memorized Transaction
      4. Grouping Memorized Transactions
    3. Using Memorized Transactions
  9. Customizing Preferences and Forms
    1. Customizing Company Preferences
    2. Class Tracking
      1. Enabling Class Tracking
      2. Setting Up Classes
      3. Classifying a Transaction
    3. Custom Forms
      1. Custom Invoice Form
  10. Displaying and Customizing Reports
    1. Report Center and the Reports Menu
      1. Customizing Reports
      2. Creating a Memorized Report
    2. QuickZoom
  11. Timesheets and Mileage Tracking
    1. Tracking Time
      1. Turning on the Time Tracking Feature
      2. Setting Up Time Tracking Names
      3. Weekly Timesheets
    2. Entering Time for a Single Activity
    3. Time Tracking Reports
      1. Creating Time Tracking Reports
    4. Tracking Mileage
      1. Setting Up the Vehicles List
    5. Mileage Rates
      1. Viewing Mileage Rates
      2. Entering Vehicle Mileage
      3. Mileage as an Item
      4. Mileage 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.

Prerequisite Courses

Courses that can help you meet these prerequisites:

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