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QuickBooks 4-Week Comprehensive Course

NYIM Training

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Union Square, Manhattan
One Union Square West Ste 805
At E 14th St
New York, New York 10003
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Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 10
Teacher: Paul R.

What you'll learn in this quickbooks class:

Learn how to apply case studies in the book to real life tasks, feel comfortable with general accountant terms and procedures, set up a company and run analytical reports, track income from your customers and expenses of the company, reconcile bank and credit card accounts and enter & track inventory.

Course Outline:

Week  #1:

  • An overview of the different versions of QuickBooks and the pros and cons of using them
  • An overview of the QuickBooks home page, menu system and preferences and an explanation of the different kinds of accounting methods --  and how one method affects how you enter information into QuickBooks
  • Entering customer information as well as creating items to be sold to customers
  • Creating sales receipts and invoices to customers, then receiving payments from customers and deposit to the bank account, all along the way explaining the accounting concepts that QuickBooks is doing behind the scenes  
  • Customer based reports will be run and discussed 
  • Setting up Vendor information
  • Entering and paying bills, as well as writing and printing checks will be shown and discussed
  • Job costing (connecting an expense to a particular customer) will be discussed in detail, along with the all the reports along the way to a Profit and Loss Report showing profit on each customer
Week  #2:
  • Setting up a company using the easy step interview
  • Putting starting balances in or putting in the detailed historical transactions
  • Working on the chart of accounts by adding accounts, organizing accounts, mapping accounts, numbering accounts if wanted/needed
  • Discussing the difference between balance sheet accounts and profit/loss accounts and how they work differently within QuickBooks
  • Transferring funds between accounts (without online banking) within QuickBooks 
  • Setting up Credit Card accounts
  • Entering credit card purchases
  • Going through the entire procedure including reconciliation of credit card accounts
  • Common financial reports and how to filter and memorize those reports for later use 
Week  #3:
  • Setting up inventory items
  • Using Purchase Orders to buy and order inventory items
  • Receiving those items and placing them into inventory
  • Selling those items to customers
  • Refunds and returns of inventory items   
  • Running reports based on inventory including the list report, worksheets and the inventory valuation 
  • Adjusting the quantity of inventory along with the value will be discussed in detail as well as units of measure (cartons, pounds, etc.) 
  • Setup, reporting and payment of sales taxes   
  • Discussion on the unit of measure feature for inventory items within QuickBooks
  • Discussed on sales discounts and purchase discounts 
  • Accounting procedures for customers who never pay for an invoice(s) will be discussed and input into QuickBooks
Week  #4:
  • Setting up and using Petty Cash accounts
  • Making adjustments within your accounting system such as depreciation, adjusting for pre-paid expenses, and the beginnings of closing a year will be discussed in detail
  • Classifications and how and when to use them will be talked about with several examples and we will set up classifications and use them within QuickBooks
  • Also, if you receive a credit from a supplier, how do you enter that transaction into QuickBooks? 
  • Creating statements for customers and discuss how to deal with bounced checks from customers
  • Setup a payroll and running a payroll within QuickBooks   Adding custom columns to a customer invoice and using the find command to report on this information
  • Making an Accountant's copy to email to your CPA next year as well as cleaning up data from previous years stored in QuickBooks
School Notes: Enrollments for students signing up through CourseHorse are NOT confirmed until students receive an email confirmation from NYIM Training.
No charge for substituting students at any time. No charge to reschedule or cancel before 7 business days of class.

There is a $25 rescheduling or cancellation fee (including retakes rescheduling) 3-7 business days from the start of class.

No refund or rescheduling permitted within 2 business days of start of class.

No refund or retakes given for cancellations within 2 business days from the start of class or "no-shows" the day of class.

If a retake is cancelled within 2 business days from the start of class, another retake may not be scheduled. We cannot guarantee that any class offered will not be cancelled or students rescheduled due to scheduling conflict. Retake seats are subject to availability. Students will be notified if class is cancelled or rescheduled.
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School: NYIM Training

Whatever your needs, group or corporate, NYIM provides you with the most practical and efficient hands-on computer training in New York City since 1998.

Conveniently located on Union Square, our staff are experienced professionals with 10+ years of training experience in their field. Each of our instructors...

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