QuickBooks Fundamentals Training

QuickBooks is a small business accounting package that organizes and tracks all your finances in one place, freeing you up to focus on the core of your business, not the bookkeeping.

Whether you're a business owner with no accounting experience or a CPA, QuickBooks gives you the tools you need to simplify financial management and automate your routine business transactions. Rather than hunting through piles of invoices and files, you can use QuickBooks to see at a glance who owes you money, how your business is doing, and who is buying which products. Please note that this class covers the desktop version of Quickbooks, not the online service.

This QuickBooks training class enables you to make the most of QuickBooks. We'll show you how to view a snapshot of your business information, print checks, issue purchase orders, track inventory, pay employees, and bill customers. In our QuickBooks training, you'll learn how to gain business insight by generating reports and graphs of your financial, customer, vendor, product, and employee information.

Class taught using the Windows Desktop version. Please contact us if you use the Mac or Online version

Banking and Check Writing

QuickBooks makes it easy to handle all your routine banking. Within QuickBooks, you can write and print checks, track where your money is going, and balance your checking account. You'll learn how to:

  • Write and print checks and pay them in one batch
  • Enter information from a handwritten check into the check register
  • Transfer money between QuickBooks accounts and reconcile checking accounts

Creating Invoices and Processing Sales

If you expect to receive payment for a product or service at a future time, you can use QuickBooks to easily create professional-looking invoices. You can also use your QuickBooks data to generate billing statements, point-of-sale receipts, and overdue payment reminders. Our QuickBooks training shows you how to:

  • Create various types of sales forms, such as invoices, receipts, statements, and payment reminders
  • Process sales orders and track backordered items

Entering and Paying Bills with QuickBooks

Since QuickBooks organizes all your financial information in one place, you'll be able to access all past payments and bills for each customer and vendor with just a few clicks. You'll learn the best way to:

  • Use QuickBooks for Accounts Payable
  • Easily track bills from vendors and pay them, including discounts if appropriate

Managing Inventory and Purchasing with QuickBooks

Many small businesses that stock inventory don't know the number of units they have on hand or on order at any given time. Using QuickBooks to manage your inventory, you'll be able to track the number of items in stock and the value of your inventory after every purchase and sale. In this part of the QuickBooks training, we'll show you how to:

  • Create purchase orders in seconds by selecting from vendors and inventory already entered in QuickBooks
  • Record the inventory you received from your purchase order and use QuickBooks to automatically match the PO to the inventory bill
  • Track the building and sale of finished goods using assembly items

Doing Payroll with QuickBooks

QuickBooks gives you the tools to get your payroll done right and avoid costly errors. In this training, you'll learn the ins and outs of calculating gross pay, deducting taxes and deductions, creating payroll checks, and figuring out how much payroll tax you owe. You'll use hands-on exercises to practice how to:

  • Set up for payroll and enter all relevant information
  • Run a payroll schedule and issue payroll checks
  • Track your tax liabilities in QuickBooks and pay your payroll taxes

Creating Estimates using QuickBooks

In the course of running your business, you might need to create estimates of work or products you propose to sell to a current or prospective customer; for example, how much it will cost for your construction company to do a kitchen remodel. The section of the QuickBooks training will show you how to:

  • Create jobs and estimates, including multiple estimates for one customer
  • Display estimate reports, such as a comparison between estimate and actual costs

Tracking Time in Timesheets

QuickBooks helps you accurately track the time a person spends on a job. This segment of QuickBooks training shows you how to quickly and easily use timesheet information for a variety of business functions, such as invoicing customers for time spent doing a job, listing hours worked on an employee's paycheck, or tracking the cost of employees' time by job. By the end of this section, you'll know how to:

  • Track employee time and expenses, such as mileage
  • Invoice a customer for time and mileage
  • Pay independent contractors


  • Basic familiarity with Microsoft Windows

QuickBooks training is offered at four locations: