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Course rating of 4 Vendor rating of 4

In this course, students will gain the knowledge required to perform common functions in QuickBooks.

Course Outline
In this course, students will gain the knowledge required to perform common functions in QuickBooks.

Core Topics
Lesson 1: Getting Started
Topic 1A: Starting QuickBooks
Topic 1B: Identifying Components of the QuickBooks
Topic 1C: Operating Environment
Topic 1D: Opening QuickBooks Centers
Topic 1E: Opening Other QuickBooks Windows
Topic 1F: Identifying Common Business Terms
Topic 1G: Setting Up QuickBooks in Multi-User Mode
Topic 1H: Exiting QuickBooks

Lesson 2: Setting Up a Company
Topic 2A: Creating a QuickBooks Company
Topic 2B: Using the Chart of Accounts
Topic 2C: Entering Account Opening Balances

Lesson 3: Working with Lists
Topic 3A: Creating Company Lists
Topic 3B: Working with the Customers & Jobs List
Topic 3C: Working with the Employees List
Topic 3D: Working with the Vendors List
Topic 3E: Adding Custom Fields
Topic 3F: Managing Lists

Lesson 4: Setting Up Inventory
Topic 4A: Entering Products into Inventory
Topic 4B: Ordering Products
Topic 4C: Receiving Inventory
Topic 4D: Paying for Inventory
Topic 4E: Manually Adjusting Inventory

Lesson 5: Selling Your Product
Topic 5A: Creating Product Invoices
Topic 5B: Applying Credit to Invoices
Topic 5C: E-mailing Invoices
Topic 5D: Making Cash Sales

Lesson 6: Invoicing for Services
Topic 6A: Setting Up a Service Item
Topic 6B: Changing the Invoice Format
Topic 6C: Creating a Service Invoice
Topic 6D: Entering Statement Charges
Topic 6E: Creating Billing Statements

Lesson 7: Processing Payments
Topic 7A: Receiving Payments for Invoices
Topic 7B: Making Deposits
Topic 7C: Printing Statements

Lesson 8: Working with Bank Accounts
Topic 8A: Writing a QuickBooks Check
Topic 8B: Voiding a QuickBooks Check
Topic 8C: Using Bank Account Registers
Topic 8D: Entering a Handwritten Check
Topic 8E: Transferring Funds Between Accounts
Topic 8F: Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills
Topic 9A: Handling Expenses
Topic 9B: Using QuickBooks for Accounts Payable
Topic 9C: Entering Bills
Topic 9D: Paying Bills

Lesson 10: Memorizing Transactions
Topic 10A: Entering a New Memorized Transaction
Topic 10B: Editing a Memorized Transaction
Topic 10C: Deleting a Memorized Transaction
Topic 10D: Grouping Memorized Transactions
Topic 10E: Using a Memorized Transaction
Topic 10F: Printing the Memorized Transaction List
Prerequisites & Certificates

Basic knowledge of bookkeeping

Certificates offered

Certificate of completion

Cancellation Policy
# A full 3 business days notice is required to change or cancel any course date. Once payment has been received, a credit will be held in your account if we have received sufficient notice of your cancellation or date change (we do not provide refunds). If insufficient notice is received, the entire fee for that course date will be charged.There is no charge for substitutions. If you cannot attend your course and cannot provide the 3 business days notice, you can send someone else in your place with no penalty.

Course Retake

If you cannot provide 3 business days notice of cancellation, you may take the course at a later date at no further charge with the following conditions.

1. You must take the course within 6 months of the original course date (no exceptions). After that time, the full course fee will be charged again.

2. Registration is on a stand-by basis only. If the course date you select becomes fully booked you will be asked to choose another date, which must be within 6 months of the original course date.

3. If you need to change or cancel your free re-take course, we must receive a full 3 business days notice of the change. If insufficient notice is received, this offer no longer applies and the full course fee will be charged again, should you choose to book another date.

4. This course is not transferable to another person. It must be taken by the same person who was scheduled for the original course.

5. This offer applies to the same course only (same software program, same course level and the same software version as was originally booked).
Map & Reviews
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The Course was too fast. It was supposed to be Quickbooks level 1 and we were handed a manual. During the course we only covered half or even less from that manual. The Instructor promised to e-mail the students the rest of insturctions for the course within the week. I have received nothing up until today. I did not get what I was really looking for. Sorry to say that, but I feel it was not worth the time and money I spent.
Reviewed by 2012
Reviewed by 2011
I took Quick Books 1 and 2 and came away with a lot of new information. I really like the course book that was given to me. I will be referring to this book when I have a question. My instructor was knowledgeable, willing to answer my numerous questions and very personable.
Reviewed by 2011

This course currently does not have any dates scheduled. Please call 1-877-313-8881 to enquire about future dates or scheduling a private, in house course for your team.

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