QuickBooks Desktop Level 1 Basics Course

• Location: 7791 NW 46th St, Doral, FL, 33166
• Prerequisites: basic computer use knowledge
• Format: In-Classroom Seminar with computers for attendees to practice what they are being taught in real-time
• Certificate Type: Certificate of completion
• Trainer: All of our trainers are experienced Accountants and Certified Advanced QuickBooks ProAdvisors
  
  Alexander Hiller, Advanced QuickBooks ProAdvisor

LEVEL 1 QUICKBOOKS DESKTOP CURRICULUM

1.     Getting Started (Chapters 1 and 2) 

• Setting up a New QuickBooks File
• Creating a New Company File with Step-by-Step Guide
• Understanding the Home Page, Menu, and Icon Bars
• Getting Around in QuickBooks

2.     Working with the Chart of Accounts (Chapter 3)

• Creating new accounts
• Working with Sub-accounts
• Editing and Merging Accounts
• Deleting and Inactivating Accounts
• Accounting Basics and working with the chart of accounts

3.     Setting Up New Customers and Vendors (Chapter 4)

• Create a New Customer
• Create a New Job
• Editing Customer:Job detailed information
• Create a New Vendor
• Deleting/Inactivating Customers and Vendors

4.     Setting Up Items (Chapter 5)

• Understanding the Difference between Accounts and Items
• Working with different Item types
• Inventory Vs. Non-Inventory Parts
• Creating Items and Sub Items
• Editing, Deleting and Inactivating Items

5.     Customer Transactions: Estimates, Invoices, and Customer Payments (Chapter  10 & 13)

• Create an Estimate for a Customer:Job
• Create an Invoice from an Estimate
• Create an Invoice from scratch
• Receiving a Full payment from an Invoice
• Depositing customer payments in the bank

6.     Vendor Transactions: Purchase Orders, Bills, and Pay Bills (Chapter 9)

• Create a Purchase Order
• Receive a Purchase Order into a Bill
• Create a Vendor Bill from Scratch
• Paying Bills

7.     Working with the Banks (Chapter 14)

• Working with the check Register
• Entering Income and Expense information in the register
• Using Write Checks vs. Bills/Pay Bills Feature
• Introduction to Bank Reconciliation

8.     Introduction to Financial Reports (chapter 23)

• Profit & Loss
• Balance Sheet

About our Classroom:

Our classroom has laptops with the latest version of QuickBooks Desktop (Pro, Premier, Accountant, and Enterprise) for you to follow along with the class.  The class capacity is 18 students.

Here is a preview of how this class is taught: