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QuickBooks Pro Level 1


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.

After completing this course, students will be able to with QuickBooks Desktop:

  • Navigate the QuickBooks interface and understand (forms, registers, lists and centers)
  • Set up a company
  • Add or edit Chart of Account Items, Customers and Vendors
  • Set up inventory parts, non-inventory parts and service items
  • Invoice for products and / or services
  • Receive payments
  • Enter and pay bills
  • Reconcile a Bank Accounts


Getting Started

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Identifying Components of the QuickBooks
  • Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks
  • Review

Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • Review

Working with Lists

  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Item List
  • Working with Other Lists
  • Managing Lists
  • Review

Setting Up Inventory

  •  Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
  • Review

Selling Your Product

  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts
  • Review

Invoicing for Services

  • Setting Up a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Editing an Invoice
  • Voiding an Invoice
  • Deleting an Invoice
  • Entering Statement Charges
  • Creating Billing Statements
  • Review

Processing Payments

  • Displaying the Open Invoices Report
  • Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks
  • Review

Working with Bank Accounts

  • Writing a QuickBooks Check
  • Voiding a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds Between Accounts
  • Reconciling Checking Accounts
  • Review

Entering and Paying Bills

  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit
  • Review


Proficiency with Windows required. Basic understanding of accounting principles is helpful.


This course is best suited for students who want to use QuickBooks Desktop to track the financial activities of a small organization. Our typical students include:

  • Those starting a small business or non-profit
  • Those who need to move their small organization onto QuickBooks
  • Those transitioning to a bookkeeping role

1 Day Course

Class Dates

Remote Live

This class runs from 08:45 AM to 04:00 PM EST

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