QuickBooks Level 1

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Official Program Description

In this course you will work with QuickBooks software which is designed to help small- and medium-sized businesses keep their books easily and accurately. You will begin with an introduction to the software and some basic file management principles. Then you will learn the fundamental skills needed to effectively deal with customers, vendors, and banking transactions. Finally, you will create your own company file. After completing this course, you will be ready to move onto more advanced QuickBooks tasks.

Who Should Attend

This course is designed for persons who have no prior knowledge of how to use QuickBooks, or for persons who are familiar with the software and want to learn about the new features and functionality of QuickBooks.



Attend and You Will Learn

Introducing QuickBooks Pro  

  • Presenting QuickBooks
  • Understanding basic accounting
  • Introducing the integrative case study: Skortis Landscaping
  • Managing basic QuickBooks files
  • Working with the QuickBooks window
  • Backing up your company file

Working with Customer Transactions     

  • Working with the customer center
  • Understanding and creating service items
  • Creating invoices
  • Receiving payments
  • Entering sales receipts
  • Making deposits
  • Dealing with NSF checks
  • Working with customer-related reports

Working with Vendor Transactions       

  • Exploring the vendor list
  • Entering bills
  • Paying bills
  • Writing checks
  • Invoicing for billable costs
  • Producing vendor and P&L reports
  • Working with QuickBooks graphs

Banking with QuickBooks

  • Creating bank accounts
  • Transferring funds
  • Managing credit card transactions
  • Reconciling accounts
  • Viewing banking reports
  • Banking online with QuickBooks

Creating a Company

  • Planning and creating a company
  • Editing your QuickBooks preferences
  • Customizing a company file
  • Opening balances and historical transactions
  • Finding help in QuickBooks
  • Setting up users
  • Working with the balance sheet report


  QuickBooks Level 1
  2016 - TTS - Jan - April 2016   Status:  Available
In-Class:   Mon 9:00AM - 4:30PM
14 Mar 2016
Class Schedule: 1 Sessions
Contact Hours: 6.0
Course Fee(s):
Gov't & Non-Profit Registration Fee non-credit    $199.00
Registration Fee non-credit    $249.00
Potential Discount(s):
  0.60 CEUs
Location:   On Campus