Intuit QuickBooks financial software enables small businesses to quickly and efficiently organize their finances. Users can organize their business finances all in one place with a centralized view of the customer, vendor, and employee information. They can also save time on everyday tasks, such as cash flow management, invoicing, and paying bills. QuickBooks makes accounting easy - from set up to learn to use.


Basic Computer knowledge.

Acquired Skills:

At the end of this training the student will have acquired the skills to install and effectively manage their finances and save time on back-office tasks.

Curriculum Material:

The language and teaching techniques are geared to the course’s final use. It includes explanatory exercises and videos.

Course Topics:

  • New Features
  • Creating Your Company File
  • Identifying Components of Quickbooks Environment
  • Quickbook Preferences
  • Backing up

Customizing Quickbooks:

  • Setting up users
  • Creating & Using the Chart of Accounts

Working with Customers & Jobs:

  • Creating Customer List
  • Creating Estimates
  • Invoicing From Estimates
  • Invoicing Customers
  • Reveiving Payments
  • Creating Deposits
  • Creating Credit Memos
  • Creating Statements

Working With Vendors:

  • Working with Vendors
  • Entering Bills
  • Paying Bills

Working with Items & Inventory:

  • Working with Items
  • Creating Purchase Orders
  • Receiving Items
  • Creating Bills for Items
  • Paying for Items
  • Manually Adjusting Items

Working with Quickbooks Registers:

  • Working with Registers
  • Creating Entries & Writing Checks

Reconciling Statements:

  • Reconciling Statements

Working with Loans:

  • Setting Up Loans in the Chart of Accounts
  • Creating Loan Payments

Working with Credit Cards:

  • Setting Up Credit Card Accounts
  • Entering Credit Card Transactions
  • Creating Credit Card Payments

Customizing Forms:

  • Form Customization
  • Layout Designer - Part 1
  • Layout Designer - Part 2


  • Working with Reports - Part 1
  • Working with Reports - Part 2
  • Customizing Reports
  • Memorizing Reports

Bank Feeds:

Import Bank Statement:

Journal Entries:

Planning and Budgeting:

1099 Filing:

Certificate of Completion

At the end of the course the student will receive our certificate of completion for this training.