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QuickBooks Training

Gloria K offers a comprehensive QuickBooks course for those who are just getting started or if you have some familiarity and need to brush up on your skills. Even with some knowledge of bookkeeping software, there is always something new to be learned from our QuickBooks course.

We offer group as well as one-on-one training.

Course Outline:

Introduction/Setting up Quickbooks

Creating a QuickBooks Company

  • The easy step interview
  • Setting up income and expense accounts
  • Entering opening balances

Working with lists

  • Editing the chart of accounts
  • Working with the Customer & Jobs
  • Working with the Employee and Vendor lists

Working with bank accounts

  • Check writing
  • Using bank account registers
  • Entering handwritten checks
  • Transferring money between accounts
  • Reconciling checking accounts

Working with other types of accounts

  • Tracking credit card transactions
  • Working with asset, liability and equity accounts

Entering sales and invoices

  • Filling in a sales form
  • Memorizing a sale
  • Using multiple price levels
  • Using statements to bill customers
  • Tracking backorders

Receiving payments and making deposits

  • Recording customer payments
  • Making deposits

Entering and paying bills

  • Handling bills
  • Using accounts payable

Analyzing financial data

  • Creating reports and graphs
  • Memorizing report settings

Setting up inventory

  • Entering products into inventory
  • Ordering and receiving products
  • Entering bills for inventory
  • Manually adjusting inventory
  • Tracking finished goods

Tracking and paying sales tax

Doing payroll

  • Overview/Setting up payroll
  • Setting up employee payroll information
  • Writing a paychecks
  • Tracking tax liabilities
  • Paying payroll taxes

Estimating and progress invoicing

  • Creating jobs and estimates
  • Writing an estimate
  • Creating multiple estimates

Tracking time

  • Invoicing a customer for time and mileage
  • Displaying project reports for time tracking

Customizing forms and writing QuickBooks Letters

  • About forms
  • Customizing invoices
  • Designing custom layouts for forms
  • Using QuickBooks letters
If you are interested in more information about our QuickBooks course, fill out the form below and then click submit.
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If you are interested in our Quickbooks course you can call the school directly at 516-482-2323 or 718-423-4444.

If you would like to view our other offerings, we have provided a listing and descriptions for our other courses.

Our class sizes are small, usually no more than eight students per class. Each student will work on their own computer in a comfortable environment.

We also offer one-on-one training sessions.

All of our instructors are experienced and licensed by the New York State Education Department. The school is also licensed by New York State.

We offer flexible schedules, including day, evening and Saturdays.

So contact us today so that you can be prepared for the future!

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