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QuickBooks Level I in NYC or Live Online

Get going in QuickBooks with this hands-on training. Learn the fundamentals of QuickBooks and accounting principles to manage your books.

View Schedule & Enroll

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.

What You'll Learn

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

I had such a great experience taking the QuickBooks 2015 Level 1 PC class with Paul!
— Karina R.

Hands-on Training

Strengthen skills by working on real-world exercises and projects.
Computer Provided

Modern computer classroom with a PC for each student to work on.
Small In-Person Classes

Get personalized attention in small groups with an expert instructor in the classroom.
Free Retake

Refresh the course materials within six months for free as long as there's space in the class.

Save valuable time setting up the financial part of your business and take QuickBooks class. Do it right!!

anna s. attended QuickBooks Level I

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. attended QuickBooks Level I

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!

Karina R. attended QuickBooks Level I

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 I

Paul is amazing!Instructors are great and patient. Location is convenient! I am recommending this to my colleagues!

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 I

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 I

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 I

J.C. attended QuickBooks Level I

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 I

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 I

The instructor was phenomenal! He tailored the class to the student's needs and was very receptive to questions asked during class.

Anonymous attended QuickBooks Level I

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

Schedule & Enrollment

$209
7 Hours
Live Online (or NYC upon reopening)

June 10

Wednesday 10–5pm
Enroll
July 20

Monday 10–5pm
Enroll
August 28

Friday 10–5pm
Enroll

This Course is Available Live Online

You can attend this training live online at the scheduled time the course is offered (New York, Eastern Time) through screen-sharing software Zoom (free for you).
Our live online training is interactive and hands-on, just like our in-person classes. There are no extra fees and we'll work with you to ensure your setup is perfect.

Classes are activity-based and taught by a live instructor.
You can hear the instruction, ask questions, and share your screen—all in real-time.
Retake the course for free (in-person or live online) within one year.
Until June 15, 2020, all classes are held live online only.

See What Students Are Saying About Live Online

“Overall experience on Zoom was maybe even better than in IRL classroom because the instruction takes place right on your own screen, with less distraction. Great overall experience.”
“Given the fact that we had to do this entire class remotely due to Covid-19, I didn’t have very high expectations it would run so smoothly. However, I don’t think it could’ve gone any better. Not only do I feel very comfortable with the program now, but I’m actually excited to use it!”
“This was the first online class I’ve taken with ND and it was a great experience. Looking forward to the other classes I’ve signed up for!”

Learn more about how our live online training works

Frequently Asked Questions

Does this course require any prior knowledge or experience?

Students must be comfortable using a computer. No other prior knowledge is required.
Do I need to bring a computer?

No. We provide a computer with the necessary software for each attendee. This course is available on Windows PC only.
Are discounts available for this course?

No. This course is not eligible for any discounts.

We offer discounts for packages of classes, including our Excel Bootcamp, SQL Bootcamp, Data Analytics, and PowerPoint Bootcamp.

We also provide discounts for ten or more classes purchased together. Please reach out for more information on our voucher programs.
What if I need to retake this course? May I retake it for free?

Yes. You may retake this course for free once within six months, provided that the class is running with an available seat. For more information, visit our policies page.
Can I take this course online (remote learning)?
You may attend this training virtually (online) at the scheduled time the course is offered (New York, Eastern Time).

How does attending “live online” work?
- Students can attend this training remotely through screen sharing software (we use Zoom).
- Participants can hear the instruction, ask questions, and even share their screen with the instructor.
- For audio you can use your computer’s microphone/speakers or call a phone number that we’ll provide.
- Classes are activity-based and taught by a live instructor, so we strongly encourage students who are local to the area to attend in person!
What if I don’t have the software on my computer?

Upon registration, please email contact@nyimtraining.com and we will help you get set up with the software or anything else needed for an optimal training experience.

Corporate & Onsite QuickBooks Level I Training

For over two decades, NYIM Training has created and delivered the highest-rated corporate training programs in New York. We have extensive experience developing curriculum for a variety of training sessions, both onsite and in our Midtown offices. Our program can be completely customized to suit your training needs.

Onsite at Your Location
- We’ll come to your offices anywhere in the USA
- Customize the curriculum or choose from existing courses
- Flexible scheduling
Private Training at NYIM
- Central location in Midtown Manhattan
- Modern computer lab—students arrive hands-free
- Customize your curriculum or choose from existing courses
- Catering options available
Group Class Vouchers
- Purchase discounted vouchers to public classes
- Frequently scheduled courses
- Employees choose their schedule
- Custom learning management system for large purchases

Get a Free Quote

contact@nyimtraining.com 212 • 658 • 1918

What You'll Learn

Hands-on Training

Computer Provided

Small In-Person Classes

Free Retake

Full Course Syllabus

Getting Started

Creating a Company

Customizing a Company File

Working with Vendors

Working with Customers

Banking with QuickBooks

Understanding the Process of Reconciliation

Additional Fundamentals

Schedule & Enrollment

June 10 Wednesday 10–5pm Enroll

July 20 Monday 10–5pm Enroll

August 28 Friday 10–5pm Enroll

This Course is Available Live Online

See What Students Are Saying About Live Online

Frequently Asked Questions

Does this course require any prior knowledge or experience?

Do I need to bring a computer?

Are discounts available for this course?

What if I need to retake this course? May I retake it for free?

Can I take this course online (remote learning)?

How does attending “live online” work?

What if I don’t have the software on my computer?

Onsite at Your Location

Private Training at NYIM

Group Class Vouchers

Get a Free Quote

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QuickBooks Online Level II

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June 10

Wednesday 10–5pm
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July 20

Monday 10–5pm
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August 28

Friday 10–5pm
Enroll