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QuickBooks Level 1
QuickBooks Level 1

Price: $199.00

Course Code: QO | Hours: 7

QuickBooks Level 1 Training Overview

This QuickBooks Level 1 class for the traditional PC/Mac Desktop software will not only cover many QuickBooks functions that most people use on a daily basis, but will also include some accounting basics, bookkeeping basics, and tax basics. What's the point of learning QuickBooks unless the financials are accurate and are in the right category? Paul R. has been in the accounting field for 20 years, and puts the bookkeeping/accounting skills together with QuickBooks skills in one engaging day.

What You'll Learn in this Class:

  • Create a Company
  • Customize a Company File
  • Work with Vendors
  • Work with Customers
  • Do Banking with QuickBooks
  • Understand the Process of Reconciliation

Prerequisites:

Students should have a basic understanding of Windows, including how to use files and folders.

Next Classes:

See Also:

Prerequisites:

Students should have a basic understanding of Windows, including how to use files and folders.

Next Classes:

See Also:

QuickBooks Level 1 Training Outline

Getting Started

• Discovering what's new in QuickBooks
• Presenting QuickBooks Pro
• Understanding Basic Accounting
• Managing Basic QuickBooks Files
• Working with the QuickBooks Window
• Backing up and Updating Your Company File

Creating a Company

• Planning and Creating a Company
• Editing Your QuickBooks Preferences
• Working with Opening Balances and
• Historical Transactions
• Finding Help in QuickBooks
• Setting up Users

Customizing a Company File

• Entering Customers and Vendors
• Inventory Items, Sales Tax Items and Service Items
• Viewing the reminders list and the classifications list
• Creating QuickReports from Vendors, Customers
• and Charts of Accounts

Working with Vendors

• Exploring the Vendor Center
• Working with Customer and Vendor
• Profile Lists
• Creating Custom Fields
• Entering Bills
• Paying Bills
• Writing and Printing Checks

Working with Customers

• Working with the Customer Center
• Understanding and Creating Items
• Creating Invoices
• Receiving Payments
• Entering Sales Receipts
• Integrating with Microsoft Word

Banking with QuickBooks

• Creating Bank Accounts
• Making Deposits
• Transferring Funds
• Understanding Banking Online

Understanding the Process of Reconciliation

• Reconciling Bank Accounts

Additional Fundamentals

• Backing up and restoring data
• Entering Opening Balances