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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  • icon for small classesComputer provided
  • icon for small classesBook included
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tag-solid $209 clock-solid 7 Hours display-solid Mac and PC provided help-line map-marker-solid 185 Madison Avenue, NYC users-solid In-person classroom training

Corporate training available

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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 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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