16 Corporate Woods Boulevard | Albany, New York 12211 | Tel: 518.437.1600


Available Dates: Jan 18, Feb 18, Mar 19, Apr 10, May 30, Jun 28
Class Length: 1 day
Cost: $399

Class Outline:

This course covers the fundamentals of using QuickBooks to track the finances of a small business. Students will learn how to set up a new company, manage bank account transactions, maintain customer, job, and vendor information, manage inventory, generate reports, and use the Company Snapshot window. Students will also create invoices and credit memos, write and print checks, add custom fields, set up budgets, and learn how to protect and back up their data.

Table of Contents:
Unit 1: Getting started
Topic A: Introducing QuickBooks
Topic B: Getting help and closing QuickBooks

Unit 2: Setting up a new company
Topic A: Using the EasyStep Interview
Topic B: Using the Chart of Accounts

Unit 3: Working with centers and lists
Topic A: Managing customers, vendors, and employees
Topic B: Working with the Item List
Topic C: Adding custom fields

Unit 4: Working with business forms
Topic A: Invoices and credit memos
Topic B: Sales receipts and customer payments
Topic C: Purchase orders and inventory
Topic D: Finding information quickly

Unit 5: Banking and billing activities
Topic A: Writing and printing checks
Topic B: Managing bank account transactions
Topic C: Entering and paying bills
Topic D: Introduction to payroll

Unit 6: Reporting and budgeting
Topic A: Generating reports
Topic B: Using Company Snapshot
Topic C: Setting up budgets

Unit 7: Protecting and backing up data
Topic A: Protecting and sharing data
Topic B: Backing up data