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QuickBooks Desktop Introduction

Join the QuickBooks Desktop Introduction course at ONLC Training Centers to gain a comprehensive understanding of Intuit's desktop software application. Enhance your accounting skills and learn to navigate the QuickBooks 2018 software version efficiently. Boost your proficiency in managing lists, setting up inventory, processing payments, and more.

  • Beginner
  • 18 and older
  • $695
  • 11400 W Olympic Blvd, Los Angeles, CA
  • 13 hours & 30 minutes over 2 sessions

Start Dates (0)

  • $695
  • ONLC Los Angeles (West) @ 11400 W Olympic Blvd Ste 200, Los Angeles, CA 90064
  • 13 hours & 30 minutes over 2 sessions
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Class Description

Description

What you'll learn in this quickbooks class:

This Quickbooks Introduction reviews the basic features and functionality of Intuit's desktop software application.

This course is designed to help address various challenges faced by students learning to use QuickBooks and will be run on the QuickBooks 2018 software version.

Prerequisites:

We recommend that individuals taking this class have a basic proficiency in the Windows operating system in addition to a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our
self-study on-demand class.

Course Outline:

Getting Started

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Identifying Components of the QuickBooks
  • Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks
  • Review

Setting Up a Company

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

Working with Lists

  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Item List
  • Working with Other Lists
  • Managing Lists
  • Review

Setting Up Inventory

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

Selling Your Product

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

Invoicing for Services

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

Processing Payments

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

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 Checking Accounts
  • Review

Entering and Paying Bills

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

Using the EasyStep Interview

  • Using the EasyStep Interview
  • Review

Refund Policy

Cancellation / Reschedule by Student

Because we must schedule rooms, ship course materials, assign instructors and provision computer resources well in advance, it is important students alert us ASAP with any cancel/reschedule requests.

Please note the following policies:

  • If requested 16 or more calendar days before the class
    • Cancellation requests made in this timeframe are eligible for refund less 5% cancellation fee.
    • Reschedule requests made in this timeframe will be accommodated if availability exists and will be processed at no additional charge.
  • If requested 15 calendar days or less before the class
    • Cancellation or Reschedule requests made by the student 15 calendar days or less before the class starts will be charged 100% the course fee and are not entitled to a refund.

Substitutions

  • If you are unable to attend your class, a substitute who meets the course prerequisites may attend in your place at no additional charge for the original class title, date and location. If you cannot find a substitute, you will be subject to the class cancellation policy.

Make-up Policy

Students are permitted one (1) Make-Up opportunity to attend an instructor-led class that was paid for but not previously attended for no additional charge.

  • Make-Up class registrations are subject to availability and are not entitled to refund.
  • Students may not reschedule a Make-up class registration.
  • Any no shows or cancellations forfeit their one Make-up opportunity.

Additionally, ONLC reserves the right to retire courses due to lack of demand. Retired classes are not available for Make-Up.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

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.

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ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

Read more about ONLC Training Centers

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