Introduction to QuickBooks

Introduction to QuickBooks Training Description

Duration: 2 days

This 2-day, hands-on course will introduce you to the QuickBooks concepts in managing invoices, Cash, flow, payroll, Sales, reporting, and many of the needs of small and medium-sized businesses.

You will also learn about the organization’s tools to track income, expenses, send estimates, inventory management, payroll, and more.

Prerequisites

No Prerequisites Needed

What’s included?

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands-on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.

Methods

  • Instructor Led (the best training format we offer)
  • Live Online Classroom – Online Instructor Led
  • Self-Paced Video

Speak to an Admissions Representative for complete details

StartFinishPublic PricePublic Enroll Private PricePrivate Enroll
12/25/202312/26/2023
1/15/20241/16/2024
2/5/20242/6/2024
2/26/20242/27/2024
3/18/20243/19/2024
4/8/20244/9/2024
4/29/20244/30/2024
5/20/20245/21/2024
6/10/20246/11/2024
7/1/20247/2/2024
7/22/20247/23/2024
8/12/20248/13/2024
9/2/20249/3/2024
9/23/20249/24/2024
10/14/202410/15/2024
11/4/202411/5/2024
11/25/202411/26/2024
12/16/202412/17/2024
1/6/20251/7/2025

Curriculum

Module 1: Getting Started

Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks
Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks
Review

Setting Up a Company

Creating a QuickBooks Company
Using the Chart of Accounts
Review

Working with Lists

Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Working with Other Lists
Managing Lists
Review

Setting Up Inventory

Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Review

Selling Your Product

Creating Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Creating Sales Receipts
Review

Invoicing for Services

Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Editing an Invoice
Voiding an Invoice
Deleting an Invoice
Entering Statement Charges
Creating Billing Statements
Review

Processing Payments

Displaying the Open Invoices Report
Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks
Review

Working with Bank Accounts

Writing a QuickBooks Check
Voiding a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts
Reviews

Entering and Paying Bills

Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit
Review

Using the EasyStep Interview

Using the EasyStep Interview
Review