Get Going with QuickBooks

Duration

2 Days

12 CPD hours

About this course

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018.

Overview

Upon completion of this course, students will be able to identify the types of information often tracked in business, understand common business terms, enter information into forms and lists, work with the Chart of Accounts, work with inventory and service items, and work with invoices, payments, bills, and bank accounts.

Description

This course is an introduction to QuickBooks.

Getting Started

Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks

Setting Up a Company

Creating a QuickBooks Company
Using the Chart of Accounts

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

Setting Up Inventory

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

Selling Your Product

Creating Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Creating Sales Receipts

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

Processing Payments

Displaying the Open Invoices Report Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks

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

Entering and Paying Bills

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

Using the EasyStep Interview

Using the EasyStep Interview

Additional course details:

Nexus Humans Get Going with QuickBooks training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Get Going with QuickBooks course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

What people say about us

Booking process was very easy. Once initial contact was made everything happened smoothly.

Pfizer

Great course yesterday and can’t give enough amazing feedback for John. I’ve never had a teacher hold attention of a class from start to finish, but yesterday he did this.

Jennifer O'Connor

Vistra

Alan delivered the training in an easy to understand and pleasant manner which was broken down into manageable chunks with an appropriate number of breaks to give folk time away from their laptops and screens. It is never easy to do 2 days of training on a fairly in-depth subject involving Software even in a classroom environment and remaining focused and engaged so doing it remotely adds another level of complexity, but I have to say that personally this was one of the best Training Events that I have attended for some years. I have gained so much knowledge of MS Project and it will certainly make my job easier going forward.

A large part of what I gained has to be credited to Alan’s manner and delivery and I should be grateful if you could pass on my thanks to him.

Also, the support, together with joining instructions & training literature etc from Nexus Human has been excellent – thank you for that. I intend feeding that back to our People and ICT Teams too

Nexus Human - Project class

December 2023

This was my 2nd course with Nexus Human and I enjoy the format of the courses.
This was very well-run, the instructor was superb and i will get a lot of benefit from having access for the next 6 months, I look forward to the next course.

Cathal

Kerry, Ireland

I would like to thank the staff of Nexus Human, who were very helpful, prompt, friendly and professional in helping me attain my Microsoft certification. I would like to thank Abdul in particular for his guidance during the course and commend him on his knowledge of software development.

Paul

ITC Group
Dublin

This is the 3rd course I have done with Arun. He is very helpful and always supportive if I have other questions outside the lecture parameters. I have already recommended him and Nexus Human to work colleges and would do so again after this course.

Philip

Nexus Human Classroom Student

The instructor was excellent. Was willing to field any questions we had and deal with our specific queries.

Excel student

The class just finished and I just wanted to mention to you that it was absolutely amazing. The quality of the training had very high standards, the trainer explained amazingly well and we actually practiced (did) all the steps. It was not learning by watching a presentation but by actually doing. The training has been delivered from Atlanta (US) and I cannot wait to go tomorrow in the office and recommend it. The connection and the lab environment were running perfectly.
Once again thank you very much and looking forward for the next trainings scheduled. Enrolling via Nexus Human was the perfect choice.

Cristina, Nexus Human IT Course Attendee

Firstly I would like to say thanks, I found the course I sat yesterday extremely beneficial and the instructor was fantastic, she was enthusiastic and engaging and I would highly recommend the course to friends and colleagues. The post class services are also excellent!

Adobe Student

Sharon was lovely and has a fantastic knowledge. Honestly I didn't think I needed part 1 but I am SO glad I came. Thank you. Will be back in for part 2.

Nexus Human Student

Excellent interaction and answered all of my questions. Looking forward to being able to apply some of the tips and features learned today which hopefully should have real impact on some of the more time consuming tasks currently encountered.

Nexus Human Power BI Attendee

Brilliant
Wonderful teacher
Course presented extremely well indeed

Nexus Human Student feedback

Find out more about this course

Interested in alternative dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.

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