Get Going with QuickBooks

Price
$790.00 USD

Duration
2 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

Course Overview

This course is an introduction to QuickBooks. Students will be introduced to the basic features and functionality in QuickBooks and will learn how to use QuickBooks to effectively track and manage their company’s financial data and determine the health of the business. QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016, 2018 or 2020.

Course Objectives

Upon completion of this course, students will be able to identify the types of information often tracked in business, understand common business terms, enter information into forms and lists, work with the Chart of Accounts, work with inventory and service items, and work with invoices, payments, bills, and bank accounts.

Who Should Attend?

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016, 2018 or 2020.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Course Prerequisites

There are no prerequisites for this course.

Agenda

1 - GETTING STARTED

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Identifying Components of the QuickBooks Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks

2 - SETTING UP A COMPANY

  • Creating a QuickBooks Company
  • Using the Chart of Accounts

3 - WORKING WITH LISTS

  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Item List
  • Working with Other Lists
  • Managing Lists

4 - SETTING UP INVENTORY

  • Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory

5 - SELLING YOUR PRODUCT

  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts

6 - INVOICING FOR SERVICES

  • Setting Up a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Editing an Invoice
  • Voiding an Invoice
  • Deleting an Invoice
  • Entering Statement Charges
  • Creating Billing Statements

7 - PROCESSING PAYMENTS

  • Displaying the Open Invoices Report Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks

8 - WORKING WITH BANK ACCOUNTS

  • Writing a QuickBooks Check
  • Voiding a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds Between Accounts
  • Reconciling Checking Accounts

9 - ENTERING AND PAYING BILLS

  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit
 

Upcoming Class Dates and Times

May 16, 17
8:00 AM - 4:00 PM
ENROLL $790.00 USD
Aug 20, 21
8:00 AM - 4:00 PM
ENROLL $790.00 USD
Oct 29, 30
8:00 AM - 4:00 PM
ENROLL $790.00 USD
 



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