QuickBooks Level 1

Hours: 6.00 | Estimated Cost: $195.00

Focus on the fundamentals and features of QuickBooks® 2019 to manage an organization’s financials. Participants explore QuickBooks interface and QuickBooks centers. Learn to set up a company and update the Chart of Accounts, build and manage lists, manage inventory using the Vendor Center, record a product sale, create an invoice for services and work with bank accounts. Prerequisite: Basic knowledge of Windows® is recommended.

    Additional Information

  • Learn About
    • QuickBooks basics
    • Setting up a company
    • Working with lists
    • Setting up inventory
    • Selling your product
    • Invoicing for services

  • Benefits & Outcomes
    • Manage your organization's financials easily and successfully by streamlining the bookkeeping process
    • Increase your skill set when it comes to accounting, boost your ability to run a business effectively and learn to better utilize the QuickBooks software

  • Training Outline

    **Getting Started**

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

    **Setting Up a Company**

    • Creating a QuickBooks Company
    • Using the Chart of Accounts

    **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 Items List
    • Working with Other Lists
    • Managing Lists

    **Setting Up Inventory**

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

    **Selling Your Product**

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

    **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

    **Processing Payments**

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

    **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

    **Entering and Paying Bills**

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


Share Your Needs

Information Request (check all that apply - your information is private)
Areas of Interest (check all that apply)

(e.g., MS Excel on-site)

Business & Industry Services (BIS)
5 N. Systems Drive
Appleton, WI 54914-1655

P: 888-458-0449
P: 920-735-2525
F: 920-735-4771