Introduction to QuickBooks Training

Introduction to QuickBooks Training

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Course Length: 2 days
Delivery Methods: Available as private class only
Course Benefits
  • 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
Course Overview

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

Our public classes use the most current version of the software, but if you’re on an earlier version, our instructor will point out any differences. For private classes, we will use the version of the software you use in your office.

This course covers the U.S. version of QuickBook on Windows. It does not cover QuickBooks Online or QuickBooks Enterprise.

Course 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 will receive a comprehensive set of materials, including course notes and all the class examples.

Follow-on Courses
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  • Online or On-location
  • Customizable
  • Expert Instructors
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