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Quickbooks - Intro

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This Quickbooks Intro course is 1 Day in duration.

 Quickbooks Training courses in Belfast Northern Ireland


A good working knowledge of computers/Windows and a knowledge of bookkeeping.


After completion of this course, students will be able to do the following:

  • Working with forms, lists and registers
  • Track revenue by invoices and sales receipts
  • Receive customer payments and make deposits
  • Enter expenses paid from bank and credit card accounts
  • Reconcile bank and credit card accounts
  • Generate basic reports


  • New Features
  • Creating Your Company File
  • Identifying Components of QuickBooks Environment
  • QuickBook Preferences 

Customizing QuickBooks

  •  Setting Up Users
  •  Creating & Using the Chart of Accounts

Working with Customers & Jobs

  • Creating Customer List
  • Creating Estimates
  • Invoicing from Estimates
  • Invoicing Customers
  • Receiving Payments
  • Creating Deposits
  • Creating Credit Memos
  • Creating Statements

Working with Vendors

  • Working with Vendors
  • Entering Bills
  • Paying Bills

Working with Items & Inventory

  • Working with Items
  • Creating Purchase Orders
  • Receiving Items
  • Creating Bills for Items
  • Paying for Items
  • Manually Adjusting Items

Working with QuickBooks Registers

  • Working with Registers
  • Creating Entries & Writing Checks

Reconciling Statements

  • Reconciling Statements

Working with Loans

  • Setting Up Loans in the Chart of Accounts
  • Creating Loan Payments

Working with Credit Cards

  • Setting Up Credit Card Accounts
  • Entering Credit Card Transactions
  • Creating Credit Card Payments

Customizing Forms

  • Form Customization
  • Layout Designer


  • Working with Reports
  • Customizing Reports
  • Memorizing Reports

Working with Sales Tax

  • Working with Sales Tax Items
  • Paying Sales Tax
  • Other QuickBook Features
  • Searching in QuickBooks
  • Creating To-Dos
  • Mail Merges
  • Memorizing Transactions
  • Customizing the Icon Bar
  • Backing Up

QuickBooks Intro

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