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QuickBooks Desktop Part I

Master the essential features of QuickBooks Desktop and streamline your small business accounting tasks. Learn how to invoice, receive payments, make deposits, enter bills, print checks, reconcile accounts, and customize reports. Gain the skills you need to efficiently manage your finances with confidence.

  • Beginner
  • 18 and older
  • $299$425
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Start Dates (2)

420 N Wabash Ave, Chicago, IL
$299 6 seats left
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  • Tue, May 21 at 6:30pm - 9:30pm
  • Thu, May 23 at 6:30pm - 9:30pm
1821 Walden Office Sq, Schaumburg, IL
$425 6 seats left
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Class Description


What you'll learn in this quickbooks class:

QuickBooks is a very popular small business accounting software. You’ll learn how to invoice, receive payments and make deposits. We’ll enter bills, print checks, void checks and do manual checks, do journal entries, enter credit card charges, set up a petty cash account, set up a loan, customize your chart of accounts, and reconcile your checking account. We’ll also customize and filter reports.

Course Outline:

Lesson 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 

Lesson 2 – Setting Up QuickBooks

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

Lesson 3 – Working With Lists

  • Creating Company List 
  • Working With Customer & Jobs List 
  • Working with Employee Lists 
  • Working with Vendor Lists 
  • Working with Items List 
  • Working with Other Lists 
  • Managing Lists 
  • Review 

Lesson 4 – Setting Up Inventory

  • Entering Inventory 
  • Ordering Inventory 
  • Receiving Inventory 
  • Paying For Inventory
  • Manually 
  • Adjusting Inventory 
  • Review

Lesson 5 – Selling Your Product

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

Lesson 6 – Invoicing For Services

  • Setting up Service Items 
  • Changing the Invoice Format
  •  Creating a Service Invoice 
  • Editing an Invoice 
  • Voiding an Invoice 
  • Deleting an Invoice 
  • Entering Statement Charges 
  • Creating Billing Statements 
  • Review

Lesson 7 – Processing Payments

  • Displaying the Open Invoices Report 
  • Using the Income Tracker 
  • Receiving Payments for Invoices 
  • Making Deposits 
  • Handling a Bounced Check 
  • Review 

Lesson 8 – 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 Bank Accounts 
  • Review 

Lesson 9 – Entering and Paying Bills

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

Refund Policy

  • In order to receive a refund less 5% cancellation fee for a one- or two-day class, you must notify us at least 5 business days in advance of the first class date of your intention to cancel.
  • To reschedule a class, notify us at least 5 business days in advance of the first class date.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

Reviews of Classes at Computer Training Source, Inc. (21)

(4.5-star rating across 21 reviews)
  • QuickBooks Desktop Part I

    Reviewed by Bahrija I. on 1/17/2017
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Since 1991 Computer Training Source, Inc. has offered computer software training classes for business and individuals. We have multiple convenient training centers in Chicago Illinois.

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Computer Training Source, Inc.

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