QBO training classes near me in San Diego

QuickBooks Beginning (Online Version)


This class is intended for:

PC/Windows Users: YES
Mac Users: YES
Version Used in Class: QuickBooks Online for PC or Mac
Certificate of Completion (optional): $5
Course Length: 1 Day

san diego computer training classes

QuickBooks Course Outline


Setup:

  • Setup company "from scratch" or import company file from QuickBooks Desktop or Excel
  • Navigate QBO Program
  • Customize Program Settings
  • Setup Chart of Accounts (Income/Expenses/Assets/Liabilities)
  • Setup Checking/Savings/Credit Card Accounts
  • Setup Bank Feeds (Online Banking) using Direct Connect or Web Connect
  • Setup Payment Terms for Customers / Vendors
  • Setup Budgets
  • Keyboard Shortcuts
  • Tips & Tricks
  • Do's and Don'ts
  • Apps that increase your productivity

Customers (Accounts Receivable):

  • Setup Customers
  • Setup Sub-Customers (Jobs, Locations, etc.)
  • Create Sales Receipts
  • Create Invoices
  • Create Statements
  • Receive Payments (full / partial / split payments)
  • Make Deposits

Vendors (Accounts Payable):

  • Setup Vendors
  • Enter Bills
  • Pay Bills

Items (Products / Services):

  • Setup Services & Products
  • Setup Inventory Items (products you keep in stock)
  • Setup Non-Inventory Items (products you don't stock)
  • Setup Shipping Items
  • Setup Inventory (available in QuickBooks Online Plus)
  • Create Purchase Orders and Receive Items (available in QuickBooks Online Plus)

Banking:

  • Write Checks (split / void / delete / memorize / print / e-mail)
  • Use Credit Cards / Debit Cards / EFTs
  • Download Transactions (automatically or manually)
  • Match Transactions to Existing Transactions in QuickBooks
  • Create Bank Rules to streamline downloads and assigning of names / accounts
  • Reconcile Bank / Credit Card Accounts

Reports:

  • Create / Customize Reports
  • Run Profit & Loss, Balance Sheet, and Sales Reports

Prerequisites:

  • PC or Mac computer experience

san diego computer training classes

We also offer classes on:

Beg QuickBooks Desktop | Int - Adv QuickBooks Desktop | Int - Adv QuickBooks Online

Computers Etc. Software Training Center, Inc.
6920 Miramar Road - Suite 206
San Diego, CA 92121
858-578-9476