Introduction to Quickbooks Training

Our Introductory QuickBooks (QB) training classes are designed to meet the needs  every attendee by conduct ing small classes, typically with 5 – 10 attendees and call one to two days in advance of the class to identify your biggest problems in business and with the software so we can provide specific training relevant to your situation. We use the information from our call to determine the direction of the class, and may focus on certain areas more than others. What is important to note is that we cover all of the material, but will spend the most time on information that will best help you succeed.

Section 1
  • Use QB to Build Cash Flow
Section 2
  • Introducing QuickBooks
  • Moving around In QuickBooks®
  • Importance of Company Set Up
  • Preparing your Company Data
  • Easy Step Overview
  • 2 Most Common QB Problems
  • Set Up Users
  • Limited Permissions or Access
  • Modify the Chart of Accounts
Section 3
  • Manage Notes & To-Do’s Lists and Custom Fields
  • Why Speed is Critical to Positive Cash Flow
  • Reminders List
  • Preparing your Company Data
  • Working with Lists
Section 4
  • How to Process Accounts Payable
  • Vendor and Checking Preferences
  • Add & Modify Vendor Lists
  • Enter Bills
  • Pay Bills
  • Print Checks
  • Enter Manual Checks
  • Account Payable (A/P) Reports
  • Vendor Credits
  • Memorize Bills
Section 5
  • How to Process Accts Rec
  • Sales & Customer Preference
  • What are Price Levels
  • How to Use Them
  • Add & Modify Customer Lists\Create Invoices
  • Create and Manage Stmts
  • Create Sales Receipts
  • Receive Payments
  • Make Deposits
  • Apply Credits
  • Issue Refunds