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Introduction to QuickBooks


This 2-day, hands-on couse will introduce you to the QuickBooks concepts in manageing invoices, Cash, flow, payroll, Sales, reporting and many of the the needs of small and medium-sized businesses. 

You will also learn about the organization tools to track income, expenses, send estimates, inventory management, payroll and more. 




No Prerequisites Needed 


Module 1: Getting Started 

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


Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts 
  • Review 


Working with Lists

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


Setting Up Inventory

  • Entering Inventory
  • Ordering Inventory
  • Receving Inventory
  • Paying for Inventory
  • Manuallyh Adjusting Inventory
  • Review 


Selling Your Product

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


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
  • Review 


Processing Payments 

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


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
  • Reviews 


Entering and Paying Bills 

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


Using the EasyStep Interview 

  • Using the EasyStep Interview 
  • Review 


What's included?

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers  & Onsite Certification Testing- (excluding 1-day Adobe, 1-day MS Office and PMP Boot Camps) 
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

Training Formats

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.


Instructor Led (the best training format we offer)
Live Online Classroom – Online Instructor Led
Self-Paced Video

Speak to an Admissions Representative for complete details

By far the most competitve price we found, which included exam vouchers, hands on labs, practice test and a true Master of Cyber Security concepts as our Instructor. Franklin Mesa was the best trainer I have ever had and i walked out certified on the last day of my CompTIA Security+ certification bootcamp. 

Marc Alfonso - CompTIA Security + Student


The Academy is one of the best educational values for today's job market.  I studied hard and got certified (A+ and N+).  Even though I had no prior IT experience, I now have a good job replacing obsolete computers in hospitals throughout the country.  At my job interview, I just slid my test scores and certification across the table to the interviewer, who is now my boss.  I was hired the next day.  

Not bad for a 65 year old.

John Arnett- Student 

"I congratulate The Academy for a great facility and good lab computers. The Academy is great and I will definitely be taking more courses and utilizing the services available. Omer Palo is an excellent instructor that truly knows his material. I never felt bored in his class which is a first for me. Thank You."

IT Director, Burger King Corporation

"The instructor Frank Martinez is excellent – he covered so much material in 2 weeks that was unbelievable! He definitely knows what he does and it shows in the way that he conducts each lecture. He is the greatest!"
"Thanks Academy for allowing me to experience the MCSA / MCSE + Security Boot camp."

IT Professional, Florida International University



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