Quickbooks Training Schedule - Level 1

Course Outline - Level 1

1 – Getting Started

Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks Operating Environment
The QuickBooks Home Page
The Company Snapshot
Getting Help with QuickBooks
Identifying Common Business Terms
Setting Up QuickBooks in Multi-User Mode
Updating QuickBooks
Backing Up and Restoring a Company File
Exiting QuickBooks

2 – Setting Up a Company

Creating a QuickBooks Company
Using the Chart of Accounts
Setting Up a Password
Setting a Closing Date

3 – 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 Items List
Working with Other Lists
Managing Lists

4 – Setting Up Inventory

Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory

5 – Selling Your Product

Creating Product Invoices
Applying Credit to Invoices
E-mailing Invoices
Setting Price Levels
Making Cash Sales

6 – 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

7 – Processing Payments

Displaying the Open Invoices Report
Using the Collections Center
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks

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 Checking Accounts

9 – Entering and Paying Bills

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


At course completion, students will be able to:
– Set up a company
– Work with lists
– Set up inventory
– Sell your product
– Invoice for services
– Process payments
– Work with bank accounts
– Enter and pay bills
– Use the EasyStep Interview

Quickbooks Training Schedule - Level 2

Course Outline - Level 2

1 – Memorizing Transactions

Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Using a Memorized Transaction
Printing the Memorized Transaction List

2 – Customizing Forms

Creating a Custom Template
Modifying a Template
Printing Forms

3 – Using Other QuickBooks Accounts

Other QuickBooks Account Types
Working with Credit Card Transactions
Working with Fixed Assets
Working with Long-Term Liability Accounts
Using the Loan Manager

4 – Creating Reports

Creating QuickReports
Customizing QuickReports
Memorizing QuickReports
Running Preset Reports
Customizing Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports

5 – Creating Graphs

Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

6 – Tracking and Paying Sales Tax

Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Indicating Who and What Gets Taxed
Applying Tax to Each Sale
Determining What You Owe
Paying Your Tax Agencies

7 – Preparing Payroll with QuickBooks

Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Setting Up a Payroll Schedule
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Preparing Payroll Tax Forms


At course completion, students will be able to:
– Memorize transactions
– Customize forms
– Use other QuickBooks accounts
– Create reports
– Create graphs
– Track and pay sales tax
– Prepare payroll with QuickBooks
– Use online banking
– Share files with an accountant
– Estimate, time track, and job cost
– Write letters

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