We are offering a QuickBooks Seminar that will teach you how to navigate QuickBooks, create a company file, set up inventory, work with vendors (Accounts Payables) and customers (Accounts Receivables), managing payroll, and creating reports. These topics will give you a great start for managing your business with QuickBooks or enhancing your career opportunities.
This is a great course for someone looking for a job that requires the use of QuickBooks. The class will cover all the common day to day transactions needed by businesses. You will also learn how to perform monthly tasks such as reconciliation and customize reports.
This is also a great class for someone looking to learn and setup QuickBooks for their small business.
- We are one of only places where the course is taught by a QuickBooks Certified ProAdvisor with years of experience using QuickBooks.
- This is 100% hands on seminar; every student will have their own computer to work on.
Some training providers teach QuickBooks with no hands on training. You will
not learn QuickBooks by watching someone else use it. It's like learning to
drive a car by watching someone else drive.
- A customized manual with step by step directions is included with the seminar.
- You’ll be given a Certificate upon completion of the training.
- A FREE retake is included should you ever need a refresher.
- The seminar is held in a convenient and spacious location in Midtown
Manhattan.
- We are New York City’s #1 QuickBooks Trainers. We teach more people QuickBooks than any other training center.
The Seminar is only $139 per person.
Already did this course or know the basic QuickBooks,
click here for our Advance QuickBooks Seminar.
Sign up for both basic and
advance class for $260.
The Seminar is only $139 per person.
Already did this course or know the basic QuickBooks,
click here for our Advance QuickBooks Seminar.
Sign up for both basic and
advance class for $260.
Students will learn
- What are the different versions of QuickBooks are and how are they different.
- Fast and easy ways to navigate QuickBooks, including keyboard shortcuts.
- How to create a company file and how to customize it to suit a business.
- How to create a chart of accounts and a review of accounting terms.
- How to create an Items list with services and inventory parts. This includes managing the Items list.
- Buying inventory for a business.
- Managing Accounts Payable, including entering and paying bills.
- Managing Accounts Receivable, including selling services, inventory parts, and receiving payments.
- Paying and managing sales taxes.
- How to create employees, and running a payroll schedule.
- Banking tasks such as transferring funds, reconciliation, and journal entries.
- Running important reports such as, Profit and Loss, Balance sheet, Monthly sales summary, Accounts Receivable aging, Accounts Payable aging, Inventory status, Trial Balance, General Ledger, and Payroll summary.
- How to export and customize a report in Excel.
The Seminar will include the following topics:
Lesson 1: Getting Started
• Starting QuickBooks
• Introduction to QuickBooks
• Using the Navigators List
• Opening QuickBooks Pages
• Using the Menu Bar
• Using the Icon Bar
• Setting up QuickBooks on a Network
• Learning Common Business Terms
• Exiting QuickBooks
Lesson 2: Setting Up a Company
• Creating a QuickBooks Company
• Using the Chart of Accounts
• Entering Account Opening Balances
Lesson 3: Working with Lists
• Creating Company Lists
• Working with the Customer: Job List
• Working with the Employee List
• Working with the Vendor List
• Adding Customized Fields
• Managing Lists
Lesson 4: Setting Up Inventory
• Entering Products into Inventory
• Ordering Products
• Receiving Inventory
• Paying for Inventory
Lesson 5: Selling Your Product
• Creating Invoices
Lesson 6: Invoicing for Services
• Setting Up a Service Item
• Creating a Service Invoice
• Entering Statement Charges
• Creating Billing Statements
Lesson 7: Processing Payments
• Receiving Payments for Invoices
• Making Deposits
Lesson 8: Working with Bank Accounts
• Writing a QuickBooks Check
• Using Bank Account Registers
• Entering a Handwritten Check
• Transferring Funds Between Accounts
• Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills
• Handling Expenses
• Using QuickBooks for Accounts Payable
• Entering Bills
• Paying Bills
Lesson 10: Creating Reports
• Creating QuickReports
• Running Preset Reports
Lesson 11: Doing Payroll with QuickBooks
• Using Payroll Tracking
• Setting Up for Payroll
• Setting Up Employee Payroll Information
• Writing a Payroll Check
• Printing Paycheck Stubs