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.
Small classes
Computer provided
Book included
Free retake
Register for a Class
Choose a date below to add it to your cart. At checkout, you can change the quantity for multiple registrants, add other classes, and change your dates.
We provide computers to use during class. Choose a Mac or a PC during the checkout process.
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 OutlineGetting 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