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.

  • icon for small classesSmall classes
  • icon for small classesComputer provided
  • icon for small classesBook included
  • icon for small classesFree retake

Register for a Class 
$209 7 Hours 185 Madison Avenue, NYC In-person classroom training

Corporate training available

Email us for information

Feb 22 Fri, 10am–5pm
Apr 3 Wed, 10am–5pm
May 13 Mon, 10am–5pm
Jun 21 Fri, 10am–5pm

What You'll Learn

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

“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.

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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