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QuickBooks Level 1

Course length: 1 day (3 hours)

Overview: This course covers the basic skills needed to set-up a company and a Chart of Accounts in QuickBooks. It also covers some of the basic processes such as: creating and setting up a company, establishing a Chart of Accounts, setting up customers and vendors, creating item list, and creating purchase orders and invoices.

Prerequisites: Working knowledge of computers, basic keyboarding skills, and basic accounting practices and procedures.

Software: Intuit QuickBooks Premier 2015.

Note: Each participant will receive a USB flash drive to take their exercise files with them.

Class Fee: $219 (one class) / $349 (two classes) / $549 (three classes)


Printable Class Outline: QuickBooks Level 1 PDF

Class Outline

 Setting up a Company

  • Creating a company
  • Using Chart of Accounts


  • Creating Product Invoices
  • Setting up Service Items

Processing Payments

  • Receiving Payments for Invoices
  • Making Deposits
  • Printing Statements

Entering and Paying Bills

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

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