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Course Title
QuickBooks Level 1


Discover how to manage and maintain your business finances by automating your accounting and financial reporting functions. Use this computerized program to set your company’s chart of accounts, receive payments, pay bills, create lists, track cash sales, enter bills, create invoices, make deposits, reconcile bank accounts and write checks in order to more easily manage your financial decisions. 


Upon successful completion of this course, the participants will be able to:

  • Set up a Chart of Accounts
  • Create Invoices
  • Receive Payments
  • Track Both Cash and Charge Sales
  • Make Deposits
  • Pay Bills
  • Create Lists
  • Reconcile Bank Accounts
  • Produce Financial Reports


  1. Class Introduction
    • What does your company do?
    • What information will be important to your company
    • Introduction to the QuickBooks navigator
    • Goals/objectives
    • Business terms
    • Using exercise disk
    • Set up a company
      • Use chart of accounts
      • Open cash account
  2. Review company setup and answer questions
    • Lists
    • Creating a company
    • Customer/job
    • Employee
    • Vendor
    • Customized fields
    • Managing lists
    • Working with bank accounts
      • Writing checks
      • Check registers
      • Handwritten checks
    • Entering and paying bills
    • Accounts Payable
    • Entering and paying bills
    • Learn to back up and restore QuickBooks on your computer
  3. Review items
    • Items (creating)
      • Optional (setting up invoices)
      • (selling products)
    • Invoicing for Service
    • Payment processing
  4. Review
    • Optional (payment processing)
    • Reconciling and other accounts (charge cards, etc.)
    • Creating reports/graphs
    • Customizing


Basic computer skills & some basic accounting are required.

Method of Instruction

Lecture, Hands on


  • Exam: No
  • Demonstation of Skills: Yes
  • Class Partcipation: Yes