Maxtrain.com - [email protected] - 513-322-8888 - 866-595-6863


QuickBooks Pro Level 1

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QuickBooks Pro is one of the most versatile and powerful accounting programs for small businesses on the market today. This class will teach students how to set up a QuickBooks company; enter account opening balances; create and customize company lists; set up inventory; invoice for services; process customer payments; work with bank accounts, enter and pay bills.


Lesson 1: Getting Started
  • Introduction to QuickBooks
  • Using the Navigator List
  • Using QuickBooks Pages
  • Working with the Menu Bar and Icon Bar
  • Setting up QuickBooks on a Network
  • Learning Common Business Terms
  • Exiting QuickBooks
Lesson 2: Setting Up a Company
  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • Entering Account Opening Balances
Lesson 3: Working with Lists
  • Creating Company Lists
  • Working with the Customer: Job List
  • Working with the Employee List
  • Working with the Vendor List
  • Adding Customized Fields
  • Managing Lists
Lesson 4: Setting up Inventory
  • Entering Products into Inventory
  • Ordering Products
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
Lesson 5: Selling Your Products
  • Creating Invoices
  • Making Cash Sales
Lesson 6: Invoicing for Services
  • Setting Up a Service Item
  • Changing the Invoice
  • Creating a Service Invoice
  • Entering Statement Charges
  • Creating Billing Statements
Lesson 7: Payment Processing
  • Receiving Payments for Invoices
  • Making Deposits
  • Printing Statements
Lesson 8: Working with Bank Accounts
  • Writing a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds between Accounts
  • Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills
  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills


Proficiency with Windows required. Basic understanding of accounting principles is helpful.
$395.00 List Price

1 Day Course

Class Dates

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