Learn skills to use the software to manage business transactions and finances in the two-day QuickBooks Training Course.

QuickBooks Training Course

Questions, please call 24/7 888-632-2093.

What Will I Learn in QuickBooks Training?

Module One: Overview

In Module One, we begin with an overview of the desktop versus the online version of QuickBooks.

Module Two: Setting Up Your Company File

In Module Two, you will learn how to set up your company file. You will learn how to set up manually or use the EasyStep interview to guide you through the setup process,  identify QuickBooks components, and convert desktop data to the online version.

Module Three: Customizing

In Module Three, you will learn how to set your preferences (preferences allow users to decide how they want QuickBooks to handle things or set personal preferences). How to set up user accounts (people authorized to use the different components of QuickBooks), create the chart of accounts, and use the company file search.

Module Four: Customers and Jobs

In Module Four, you will learn how to set up your customers and jobs. Create estimates, create invoices from those estimates, invoice customers for products and services, receive customer payments, make deposits, create credit memos and customer statements, and use the income tracker.

Continued after outline and schedule…

QuickBooks Training Outline

Module One: Overview

  • Desktop vs.Online Version
  • Desktop Version

Module Two: Setting Up Your Company File

  • Using the Easy Step Interview
  • My Company Overview
  • Identifying the Components of the QuickBooks Environment
  • Converting Desktop Data to the Online Version

Module Three: Customizing

  • Preferences
  • Users
  • Chart of Accounts
  • Sample Files
  • Company File Search

Module Four: Customers and Jobs

  • Customers and Jobs
  • Estimates
  • Invoicing From Estimates
  • Invoicing Customers for Products and Services
  • Receiving Customer Payments
  • Making Deposits
  • Creating Credit Memos
  • Creating Customer Statements
  • Income Tracker

Module Five: Vendors

Continue Reading

QuickBooks Training Public Class and Webinar Schedule

  • Monday and Tuesday, July 1-2, 2024
  • Monday and Tuesday, August 5-6, 2024 Full
  • Monday and Tuesday, September 9-10, 2024
  • Monday and Tuesday, October 7-8, 2024
  • Monday and Tuesday, November 4-5, 2024
  • Monday and Tuesday, December 2-3, 2024

Scheduled dates don’t work for you? Schedule your own start date (subject to availability).  Contact customer service to check date availability at info@academyofbusinesstraining.com.

QuickBooks Training CPE Credits Disclosure

Recommended CPE credit: 16
Recommended field of study: Financial Accounting
Program level: Basic.
Advance preparation: None
Additional disclosure information

Continued from above…

Module Five: Vendors

In Module Five, you will learn how to set up vendors, enter bills, pay bills, and create credit memos.

Module Six: Items and Inventory

In Module Six, you will learn to set up inventory itemscreate purchase orders, enter receipt of inventory itemscreate bills for those items, pay for the items, and manually adjust inventory.

Module Seven: QuickBooks Registers

In Module Seven, you will learn to set up your bank account registersdownload transactions from your bankcreate entries, write checks, download bank transfers, and reconcile your bank accounts.

Module Eight: Loans

In Module Eight, you will learn how to set up loan accounts, create loan payments, and use the loan manager.

Module Nine: Credit Cards

In Module Nine, you will learn how to set up credit card accountsenter credit card transactions, reconcile credit card accounts, and make payments.

Module Ten: Forms

You will learn about form templates, customizing forms, and using the layout designer in Module Ten.

Module Eleven: Reports

In Module Eleven, you will learn about quick reports, the report center, creating reports, collapsing columns and rows, customizing reports, and memorizing reports.

Module Twelve: Sales Tax

In Module Twelve, you will learn about sales tax entry.

Module Thirteen: Payroll

In Module Thirteen, you will learn about using the QuickBooks payroll service, setting up payroll, entering payroll items, setting up employees, paying employees, and paying payroll taxes.

Module Fourteen: Lead Center

In Module Fourteen, you will learn how to set up the leads center to track potential and existing customers. The Lead Center records basic information and includes To-Do notes that remind you to follow up later.

Module Fifteen: Mail Merges

In Module Fifteen, you will learn how to create a mail merge, which allows you to easily merge QuickBooks data onto your Word documents either as tables or as mail-merged fields, and use mail merge main documents.

Module Sixteen: Budget

In Module Sixteen, you will learn how to create a budget and budget reports.

Module Seventeen: Additional Features

In Module Seventeen, you will learn about:

  • automated payment reminders
  • setting reminders and alerts
  • using the QuickBooks calendar
  • Canadian versus US version of QuickBooks

Also, you will learn how to:

  • import lists into new company files
  • enter vehicle mileage
  • combine emails
  • back up company files
  • make a QuickBooks PC to Mac or online conversion.