QuickBooks Online Level 1

QuickBooks Online Classes for Beginners

This one-day class for the QuickBooks Online cloud-based 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 proprietorship and S-Corps, and administrative or executive assistants.

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tag-solid $209 clock-solid 7 Hours map-marker-solid 185 Madison Avenue, NYC

Corporate training available

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Student reading workbook
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    Hands-on Training

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

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    Computer Provided

    Modern computer classroom with your choice of Mac or PC to work on.

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    Small In-Person Classes

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

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    Free Retake

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

What You'll Learn

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

I recently took the QuickBooks Online version in person. Classes are small so you get real personal experience for asking a question and getting a response from the instructor. They provide a PC. My instructor's name was Paul, I thought he was wonderful! Besides having full knowledge of the QBO course, he himself is a Bookkeeper with extensive general accounting & tax knowledge! I really enjoyed the course with him. The course is 7 hours 10 am - 5:00 pm with an hour for lunch & 2 - 15-minute breaks. Believe me, it goes fast! Not sure if it was just that day I was there but they had bagels, toppings, and coffee for breakfast and put out snacks during the breaks which was a nice touch! I wouldn't hesitate to recommend to a friend and when I am ready to take another course, I wouldn't have to search for another institution.

Antonietta P. attended QuickBooks Online Level 1

Paul is an excellent instructor: he was patient with all of our specific questions (he even skipped his lunch break to do so.) He is clearly knowledgeable on the topic, provided clear explanations, and the course pacing was great. Highly recommend!

Amanda D. attended QuickBooks Online Level 1

The class was kept small which allowed for easy discussions. Paul was a patient and excellent instructor. If he didn't know the answer he would find out during lunch. He brought up the main questions you need answered before one is to begin with Quickbooks efficiently. Paul showed the correct way and the incorrect way of establishing a business within Quickbooks. I look forward to my Level II classes with Paul.

Shallon G. attended QuickBooks Online Level 1

I had a really useful and information-packed Quickbooks Online training session with Paul. He is very knowledgeable and engaging. I highly recommend his courses.

Anna K. attended QuickBooks Online Level 1

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Full Course Syllabus

Download PDF Outline

Getting Started

  • Starting QuickBooks
  • Overview of the homepage and menu system

Setting Up a Company

  • Creating a QuickBooks Company
  • Modifiying and Editing New Account in Charts of Accounts
  • Entering Account Opening Balances

Working with List

  • 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 Bank Accounts

  • Entering and Paying Bills
  • Writing Checks
  • Using Bank Account Registers
  • Transferring Funds Between Accounts

Invoicing and Processing Payments from Customers

  • Creating an Invoice
  • Receiving Payments for Invoices
  • Making Deposits
  • Using Sale Receipt

Understanding the Process of Reconciliation

  • Reconciling Bank Accounts

Additional Fundamentals

  • Backing up and restoring data Entering Opening Balances
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Frequently Asked Questions

  • Do I need to bring a computer?

    No. We provide a computer with the necessary software for each attendee. Choose a Mac or a PC during the checkout process.

  • 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.

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