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.
Corporate training available
Video Training Included
Students get lifetime access to self-paced training videos, a $95 value.
Modern computer classroom with your choice of Mac or PC to work on.
Small In-Person Classes
Get personalized attention in small groups with an expert instructor in the classroom.
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.
Full Course SyllabusDownload PDF Outline
- 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
- Backing up and restoring data Entering Opening Balances
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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