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QuickBooks Desktop Part I (Online)

Learn how to efficiently manage small business accounting with QuickBooks Desktop Part I (Online). This course covers everything from invoicing and payments to reconciling bank accounts and customizing reports. Enhance your financial skills and streamline your business processes.

  • Level Beginner
  • Age 18 and older
  • Price $425
  • Location Online Classroom
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Start Dates (2)

  • $425
  • Online Classroom
6 seats left
Show all 2 sessions
  • Mon, Mar 18 at 6:30pm - 9:30pm
  • Wed, Mar 20 at 6:30pm - 9:30pm
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
    • 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

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

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 (Online)

    Reviewed by Diana D. on 5/8/2023
    The class was very informative, and the instructor was very professional.
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Review Summary by CourseHorse

Students have praised the QuickBooks Desktop Part I (Online) classes for being informative and having professional instructors. The classes have provided students with a wealth of information and knowledge about QuickBooks Desktop. As a result, students have gained practical skills and a deeper understanding of how to effectively use QuickBooks Desktop for various tasks. One student even mentioned that they learned how to manage their financial records and generate insightful reports for their business. Quote: 1. "I learned how to better manage my financial records and generate insightful reports for my business."

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Computer Training Source, Inc.

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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