QuickBooks Desktop Pro Level 1

Learn the versatile QuickBooks Desktop Pro to efficiently manage small business accounting, track financial activities, and simplify bookkeeping tasks.

Course Thumbnail

Essential Skills Gained

Checkmark

Design a QuickBooks company setup for effective business management.

Checkmark

Implement inventory setup and management using QuickBooks functionalities.

Checkmark

Understand how to process customer invoices and payments seamlessly.

Checkmark

Manage financial transactions including entering and paying bills with ease.

Format

  • Instructor-led
  • 1 days with lectures and hands-on labs.

Audience

  • Small business owners
  • Non-profit organization managers
  • Aspiring bookkeepers
  • Entrepreneurs transitioning to QuickBooks

Description

QuickBooks Desktop Pro is one of the most versatile and powerful accounting programs for small businesses on the market today. This six-hour class will teach students using QuickBooks Desktop Pro how to set up a QuickBooks company; enter account opening balances; create and customize company lists; set up inventory; invoice and process customer payments; enter and pay bills and work with bank accounts.

Calendar icon

Upcoming Course Dates

No upcoming dates. Please check back later.

Course Outline

Download PDF

Getting Started

  1. Starting QuickBooks

  2. Setting QuickBooks Preferences

  3. Identifying Components of the QuickBooks

  4. Operating Environment

  5. Using QuickBooks Help

  6. Identifying Common Business Terms

  7. Exiting QuickBooks

  8. Review

Setting Up a Company

  1. Creating a QuickBooks Company

  2. Using the Chart of Accounts

  3. Review

Working with Lists

  1. Creating Company Lists

  2. Working with the Customers & Jobs List

  3. Working with the Employees List

  4. Working with the Vendors List

  5. Working with the Item List

  6. Working with Other Lists

  7. Managing Lists

  8. Review

Setting Up Inventory

  1. Entering Inventory

  2. Ordering Inventory

  3. Receiving Inventory

  4. Paying for Inventory

  5. Manually Adjusting Inventory

  6. Review

Selling Your Product

  1. Creating Product Invoices

  2. Applying Credit to Invoices

  3. Emailing Invoices

  4. Setting Price Levels

  5. Creating Sales Receipts

  6. Review

Invoicing for Services

  1. Setting Up a Service Item

  2. Changing the Invoice Format

  3. Creating a Service Invoice

  4. Editing an Invoice

  5. Voiding an Invoice

  6. Deleting an Invoice

  7. Entering Statement Charges

  8. Creating Billing Statements

  9. Review

Processing Payments

  1. Displaying the Open Invoices Report

  2. Using the Income Tracker

  3. Receiving Payments for Invoices

  4. Making Deposits

  5. Handling Bounced Checks

  6. Review

Working with Bank Accounts

  1. Writing a QuickBooks Check

  2. Voiding a QuickBooks Check

  3. Using Bank Account Registers

  4. Entering a Handwritten Check

  5. Transferring Funds Between Accounts

  6. Reconciling Checking Accounts

  7. Review

Entering and Paying Bills

  1. Handling Expenses

  2. Using QuickBooks for Accounts Payable

  3. Entering Bills

  4. Paying Bills

  5. Entering Vendor Credit

  6. Review

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.