Keeping Our Clients Well-Balanced for More than 25 Years
QuickBooks for Beginners

“The instructor was a natural teacher.
She actually made accounting fun!” 

Tammy W.
 

Well-Balanced Accounting's consultants and teachers are QuickBooks® Certified ProAdvisors.




Questions?
Need more info?

CONTACT US

REGISTER
GETTING STARTED
BEGINNERS CLASS
Fee: $195


TO PAY VIA CREDIT CARD/PAYPAL:

Select a Date

CLICK HERE
TO PAY VIA CHECK/MONEY ORDER




CALENDAR OF ALL TRAININGS



 
Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List icon Sign up for our Email Newsletter
For Email Marketing you can trust
Getting Started with QuickBooks®
Beginners Class Overview

I. Getting Started
  • Introducing QuickBooks
  • Getting around QuickBooks
II. Setting Up QuickBooks
  • Create a company file
  • Getting help while using QuickBooks
III. Using QuickBooks Centers
  • Vendor Center
  • Customer Center
IV. All the Accounting You Need to Know
  • Assets, Liabilities and equity
  • Cash versus accrual bookkeeping
  • Measuring business profitability
  • Class Tracking and how it is used
V. Working with Bank Accounts
  • Writing a QuickBooks check
  • Entering handwritten checks
  • Printing checks from QuickBooks
  • Transferring money between accounts
  • Using your check register
  • Entering credit card charges
VI. Entering Sales Information
  • Sales Receipts
  • Invoices
  • Credit Memos
  • Filling in sales/invoice forms
  • Setting up and using items
  • Tracking accounts receivables
  • Tracking sales orders and back orders
VII. Receiving payments and making deposits
  • Recording customer deposits
  • Making deposits
VIII.Entering and paying bills
  • Handling bills in QuickBooks
  • Using QuickBooks for accounts payable
  • Entering bills
  • Paying bills
IX. Bank Reconciliations
  • Reconciling checking accounts & credit card accounts
X. Analyzing Financial Data
  • Running reports to help you understand your business
  • Creating special reports for your business to use
  • Creating reports in Excel using QuickBooks data
  • Difference between registers and QuickReports
  • Saving and memorizing reports
XI. Backing up data
  • How to backup data
  • How to restore data
XII. Questions