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QuickBooks Desktop Introduction

Learn the basic features and functionality of QuickBooks Desktop in this comprehensive introduction course. Gain the skills needed to navigate the software, set up a company, work with lists, manage inventory, process payments, and more. Enhance your accounting knowledge with ONLC Training Centers.

  • Beginner
  • 18 and older
  • $695
  • 2 Park Ave, New York, NY & Virtually Online
  • 13 hours & 30 minutes over 2 sessions
QuickBooks Desktop Introduction
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Start Dates (0)

  • $695
  • ONLC Grand Central Station @ 2 Park Ave 20th Fl, New York, NY 10016
  • 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: Accounting On-Demand: Introduction to Business Accounting, Bookkeeping & Payroll.

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
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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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ONLC Training Centers

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