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This Month Specials

Special Promotion

$209 Excel or $199 PowerPoint for Business Blowout! (Normally $299/ea)

PowerPivot Fundamentals $199 (Normally $299)

$199 QuickBooks Level 1 or Level 2 for PC, Mac, or Online Classes (Normally $299/ea)

Now $545-Excel Power Programming with VBA (Normally $659)

Now $649-Photoshop Essentials 2 Day Course (Normally $749)


Current Sales Packages

185 Madison Ave, 11th Floor, New York, NY 10016 212.658.1918

QuickBooks Level 1


Jun 22: 10:00am–5:00pm$1999185 Madison Avenue, NYC
Jul 18: 10:00am–5:00pm$19910185 Madison Avenue, NYC
Aug 22: 10:00am–5:00pm$19910185 Madison Avenue, NYC
Oct 2: 10:00am–5:00pm$19910185 Madison Avenue, NYC
Nov 9: 10:00am–5:00pm$19910185 Madison Avenue, NYC
Dec 20: 10:00am–5:00pm$19910185 Madison Avenue, NYC

Call 212.658.1918 or email us

QuickBooks Desktop Level 1

This one-day class for QuickBooks desktop software concentrates on the areas of the program most commonly used by NYC businesses. 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 sroprietorships and S-Corps, and administrative or executive assistants.

Course Outline

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

See More QuickBooks Classes at NYIM

Online Level 1Level 2 for PCLevel 2 for MacOnline Level 2Certification


© NYIM Training 2018

Client Testimonials
I took QuickBooks Level 1 for PC class with Paul R. 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. 5.0 star rating 3/31/2016- Denise L. attended QuickBooks Level 1
I have never taken the time to write a Yelp review, but I just had to this time because I had such a great experience taking the QuickBooks 2015 Level 1 PC class with Paul! I took another level 1 class a year ago and felt like I didn't come away with knowledge that was useful to me (I work at a law firm and the class was structured for a sales business) and Paul was great at addressing questions I had related to my specific needs. Also, he is clearly a passionate teacher and it was infectious! I am a writer/performer by night and a bookkeeper to pay the bills, so I am not someone who thought I could ever be engaged in this kind of work, but Paul made the subject accessible and easy to understand. I somehow wasn't bored and I left the class feeling that I can use the system with confidence! 5.0 star rating 12/3/2015- Karina R. attended QuickBooks Level 1
Paul is a great teacher. You can tell he enjoys what he does by the way he teaches. He is very thorough and takes his time to help everyone and answer their questions.- Wanda M. attended QuickBooks Level 1
Paul is amazing!Instructors are great and patient. Location is convenient! I am recommending this to my colleagues!- attended QuickBooks Level 1
Paul was able to pace the instructions so that I could really get a handle on the essence of what QuickBooks is all about. He also was very practical in his approach so that I could adapt it to my needs at our agency.- L.Z. attended QuickBooks Level 1
This QuickBooks class was quite informative. I didn't have any knowledge of it and the instructor made it easy to understand. I plan on taking the advanced class soon and would recommend this class to everyone!- M.A. attended QuickBooks Level 1
Paul is terrific, very informative, well paced, and well knowledgeable in this field. He has a great love and interest for it and in teaching the subject.- D.D. attended QuickBooks Level 1
Paul was able to pace the instructions so that I could really get a handle on the essence of what QuickBooks is all about. He also was very practical in his approach so that I could adapt it to my needs at our agency.- J.C. attended QuickBooks Level 1
Paul was great, knowledgeable and very approachable. He kept everyone up to speed without rushing or boring anyone. He really knows QuickBooks inside out and shows alot of shortcuts too! Thanks!- G.C. attended QuickBooks Level 1
I loved Paul! He was great, very friendly, very clear, dealt exactly with issues that would face my company. Between Arlene (client manager) and Paul, working with NYIM, as been amazing. Arlene was always quick to answer my emails and questions, and Paul was exactly what we needed. Being a small business owner I really appreciate good service.- A.C. attended QuickBooks Level 1