Classes available in-person (strict social distancing) or live online with an extended free retake period. See details.

QuickBooks Online Level I in NYC or Live Online

Learn the basics QuickBooks Online in this hands-on training.

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.

What You'll Learn

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

Learn the Skills Guarantee™

Hands-on Training in small groups

Work on projects proven to boost retention
Time-tested curriculum and supporting materials

Refined over many cohorts for an optimal learning experience
Learn from industry experts with teaching experience

Experienced educators who are driven to help you succeed
Retake the course for free within one year

Refresh the course materials and gain additional practice
Setup Assistance Provided

Prior to the course, we will help you get set up properly with the software you need.

Learn the concepts and skills covered in this course or your tuition is on us. See details and terms & conditions.

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 I

The only place to receive comprehensive in-person QuickBooks Online training. I prefer a classroom setting to watching videos and am so glad this was offered.

Julie D. attended QuickBooks Online Level I

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 I

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 I

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 I

5 Students gave QuickBooks Online Level I a 5-star rating

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

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.

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. 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.
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 Online 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