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QuickBooks Level 1

NYIM Training

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Highlights

This QuickBooks Level 1 class for the traditional Desktop software will not only cover many QuickBooks functions that most people use on a daily basis, but will also include some accounting basics, bookkeeping basics, and tax basics. What’s the point of learning QuickBooks unless the financials are accurate and are in the right category? Paul R. has been in the accounting field for 20 years, and puts the bookkeeping/accounting skills together with QuickBooks skills in one engaging day.

This class is perfect to accountants who use QuickBooks or have clients who use it, small Business Owners-Sole Proprietorships and S-Corps, and administrative or Executive Assistant positions.

Materials: QuickBooks Pro Level 1 of 2 w/ access to student files


SYLLABUS:

Getting Started

  • Discovering what's new in QuickBooks
  • Presenting QuickBooks Pro
  • Understanding Basic Accounting
  • Managing Basic QuickBooks Files
  • Working with the QuickBooks Window
  • Backing up and Updating Your Company File
Creating a Company
  • Planning and Creating a Company
  • Editing Your QuickBooks Preferences
  • Working with Opening Balances and Historical Transactions
  • Finding Help in QuickBooks
  • Setting up Users
Customizing a Company File
  • Entering Customers and Vendors
  • Inventory Items, Sales Tax Items and Service Items
  • Viewing the reminders list and the classifications list
  • Creating QuickReports from Vendors, Customers and Charts of Accounts
Working with Vendors
  • Exploring the Vendor Center
  • Working with Customer and Vendor Profile Lists
  • Creating Custom Fields
  • Entering Bills
  • Paying Bills
  • Writing and Printing Checks
Working with Customers
  • Working with the Customer Center
  • Understanding and Creating Items
  • Creating Invoices
  • Receiving Payments
  • Entering Sales Receipts
  • Integrating with Microsoft Word
Banking with QuickBooks
  • Creating Bank Accounts
  • Making Deposits
  • Transferring Funds
  • Understanding Banking Online
Understanding the Process of Reconciliation
  • Reconciling Bank Accounts 
Additional Fundamentals
  • Backing up and restoring data Entering
  • Opening Balances
Note: Students will receive a Certificate of Completion at the end of this course and may retake the same course for free.

The class identified is made available through CourseHorse, a 3rd party marketplace for Bookkeeping classes and more. Groupon is not affiliated with or sponsored by the merchant, NYIM Training, in connection with this offer. Please contact Groupon customer service for all inquiries related to this offer. Inquiries placed to CourseHorse will be directed back to Groupon.

What You'll Get

This QuickBooks Level 1 class for the traditional Desktop software will not only cover many QuickBooks functions that most people use on a daily basis, but will also include some accounting basics, bookkeeping basics, and tax basics. What’s the point of learning QuickBooks unless the financials are accurate and are in the right category? Paul R. has been in the accounting field for 20 years, and puts the bookkeeping/accounting skills together with QuickBooks skills in one engaging day.

This class is perfect to accountants who use QuickBooks or have clients who use it, small Business Owners-Sole Proprietorships and S-Corps, and administrative or Executive Assistant positions.

Materials: QuickBooks Pro Level 1 of 2 w/ access to student files


SYLLABUS:

Getting Started

  • Discovering what's new in QuickBooks
  • Presenting QuickBooks Pro
  • Understanding Basic Accounting
  • Managing Basic QuickBooks Files
  • Working with the QuickBooks Window
  • Backing up and Updating Your Company File
Creating a Company
  • Planning and Creating a Company
  • Editing Your QuickBooks Preferences
  • Working with Opening Balances and Historical Transactions
  • Finding Help in QuickBooks
  • Setting up Users
Customizing a Company File
  • Entering Customers and Vendors
  • Inventory Items, Sales Tax Items and Service Items
  • Viewing the reminders list and the classifications list
  • Creating QuickReports from Vendors, Customers and Charts of Accounts
Working with Vendors
  • Exploring the Vendor Center
  • Working with Customer and Vendor Profile Lists
  • Creating Custom Fields
  • Entering Bills
  • Paying Bills
  • Writing and Printing Checks
Working with Customers
  • Working with the Customer Center
  • Understanding and Creating Items
  • Creating Invoices
  • Receiving Payments
  • Entering Sales Receipts
  • Integrating with Microsoft Word
Banking with QuickBooks
  • Creating Bank Accounts
  • Making Deposits
  • Transferring Funds
  • Understanding Banking Online
Understanding the Process of Reconciliation
  • Reconciling Bank Accounts 
Additional Fundamentals
  • Backing up and restoring data Entering
  • Opening Balances
Note: Students will receive a Certificate of Completion at the end of this course and may retake the same course for free.

The class identified is made available through CourseHorse, a 3rd party marketplace for Bookkeeping classes and more. Groupon is not affiliated with or sponsored by the merchant, NYIM Training, in connection with this offer. Please contact Groupon customer service for all inquiries related to this offer. Inquiries placed to CourseHorse will be directed back to Groupon.

The Fine Print

Promotional value expires Mar 23, 2020.

  • ALL SALES FINAL.
  • Must be 18 or older to attend
  • Voucher valid only for date and time listed; may not be exchanged, altered, or redeemed for other dates, but may send a friend in place.
  • Must present CourseHorse confirmation email upon arrival.
  • Purchaser name must be provided at checkout; this information will be shared with CourseHorse and course provider for purposes of order fulfillment.
  • Groupon voucher Terms of Sale and Extraordinary Event Policy do not apply.
  • Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
  • Offer is not eligible for our promo codes or other discounts.
  • Note, additional equipment or materials may be required or included in purchase price, see course description for details.
  • Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services. Offer is not eligible for our promo codes or other discounts.

NYIM Training

Class, Business Training