Quickbooks

We have divided the QuickBooks program into two levels, basic and advanced. Your instructor will work one-on-one with you to help you to quickly navigate QuickBooks, and get the most out of the program for your own specific needs.

Classes can be tailored depending on which features you will be using most – be it payroll, inventory, or invoicing – or your instructor can touch on all aspects of the program instead.

QuickBooks Level I Outline

• Creating a QuickBooks company file

• Entering company information

• Setting up QuickBooks preferences

• Choosing a start date

• Setting up income and expense accounts

• Entering opening balances

• Using QuickBooks help features

• Using QuickBooks list features

• Editing the Chart of Accounts

• Working with the customer:job list

• Working with the employee list

• Working with the vendor list

• Managing lists

• Writing a QuickBooks cheque

• Using bank account registers

• Entering a handwritten cheque

• Transferring money between accounts

• Reconciliation of chequing accounts

• Entering a sales invoice in QuickBooks

• Entering a new item

• Using multiple price levels

• Recording customer payments

• Making deposits

• Entering bills from vendors

• Paying bills from vendors