Beginning QuickBooks Class in San Diego
Pro, Premier & Enterprise Editions


       

 

We offer Beg/Int/Adv QuickBooks: 
Adv. QuickBooks Course Description
Certificate of Completion Available
Call (858) 578-9476 for more information
Click HERE to send e-mail

Beginning QuickBooks - $159.99
Intermediate/Advanced QuickBooks - $159.99
Beg/Int/Adv QuickBooks -  $259.99

 

NOTE: Course is taught by a Certified QuickBooks ProAdvisor. Class meets 2 times for a total of 6.5 hours. We also offer an Advanced QuickBooks class

SET UP COMPANY:  

Learn how to set up your company in QuickBooks, determine Start date, enter opening balances for accounts, customers, and vendors..

CREATE LISTS:  

Create & Edit Customer, Vendor, and Item lists (Items include products, services, taxes, and shipping). Create Terms, Customer Messages, etc. 

INVOICES AND PAYMENTS


Create, Edit, Customize, and Print invoices. Apply full or partial payments to open invoices. Split payments between multiple invoices. Make deposits. 

WRITE CHECKS:
 

Create printed and manual checks. Edit, Void, Split, Delete, and memorize checks. Transfer funds between accounts, enter ATM withdrawals and EFT (Electronic Fund Transfer) transactions.

RECONCILE STATEMENTS:
 

Reconcile checking, savings, and credit card accounts. 

REPORTS AND GRAPHS: 


Create, customize, print, and memorize a wide variety of reports & graphs. E-mail reports to co-workers, export reports to Excel, create Memorized Report Groups to save time, etc.

ACCOUNTS PAYABLE: 


Use Accounts Payable to enter and pay bills. Pay with credit card or check (handwritten or printed).

INVENTORY: 


Set-up inventory, create purchase orders, and receive items with bill.  

REMINDERS & TO DO LIST: 


Use TO DO LIST and REMINDERS lists to keep track of information. Memorize groups of invoices or payments to save time. 

BUDGETS:

Set-up budgets and run reports to compare your budget vs. actual income and expenses.

FIND:

Use the FIND feature to locate transactions.


PREREQUISITES:
Must be proficient with the mouse and keyboard. Course handout covers versions 2004-2009. Students will use QuickBooks Premier 2009 in class. 


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