QuickBooks Level 1

Beginner QuickBooks Training in NYC

This one-day class is for the QuickBooks Desktop software. When you are finished with this class you will feel comfortable with the fundamentals of QuickBooks, and be able to set up a company, write checks, and enter invoices and payments. You will also be familiar with general accounting terms and procedures.

This class is perfect for accountants who use QuickBooks or have clients who use it, small business owners -- sole proprietorships and S-Corps, and administrative or executive assistants.

  • icon for small classesSmall classes
  • icon for small classesComputer provided
  • icon for small classesBook included
  • icon for small classesFree retake

Register for a Class 
$209 7 Hours 185 Madison Avenue, NYC In-person classroom training

Corporate training available

Email us for information

Jul 12 Fri, 10am–5pm
Aug 22 Thu, 10am–5pm
Oct 7 Mon, 10am–5pm

What You'll Learn

  • How to create a company
  • Working with vendors and customers
  • Banking with QuickBooks
  • Reconciling Bank Accounts

“I took QuickBooks Level 1 for PC class with Paul. He is a wonderful instructor, very knowledgeable, patient and kind. He was very detailed and also gave great tips in bookkeeping. I enjoyed his class very much and will definitely take level 2.”

— Denise L.

Full Course Syllabus

Download PDF 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