Quickbooks Level 1 – Live On-line Course

Don’t have time to wait for a Live seminar? We offer live, private on-line courses.

Over the course of 4  sessions, we’ll cover all of the basic training material that our live seminars cover.  You learn on your computer with your data (or we can use sample data).

On-line Course Agenda-Level 1 

4 (90 minute remote sessions)

Session 1: Getting Started

      1. Set up
      2. Working with Lists
      3. Working with Bank Accounts

Session 2: Customers and Sales

      1. Entering Sales Information
      2. Tracking customers and receivables
      3. Customizing Forms
      4. Receiving Payments and Making Deposits

Session 3:  Vendors, Inventory and Sales Tax

    1. Setting Up inventory
    2. Entering and paying bills
    3. Tracking and paying sales tax
    4. Working with credit cards.

Session 4: The accounting cycle

    1. Best practices in daily, monthly, yearly bookkeeping
    2. Reconciliation, closing the books
    3. Working with Other Accounts
    4. Reporting and analyzing data

Bonus material:

  • Quickbooks Keyboard Shortcuts
  • Paperwork
  • Best bookkeeping practices
  • Training materials