Quickbooks, training
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QB Set Up & Preferences

QuickBooks Set Up & Preferences

* Experience Level Recommendation: General Bookkeeping

QuickBooks Live CPA Instructed Classes.

November 20th & 21st 2017 10am-11am (Online)

December 14th & 15th 2017 1pm-2pm  (Online)

January 4th & 5th 2018 10am-11am  (Online)  

Cost: $119 **Leave your Email Address in the comments box


About the Class:

This class teaches the in and outs of the set up of QuickBooks.  This course is good for anyone that wants to learn how to tailor QuickBooks to your liking!

QuickBooks Set Up & Preferences

Day 1

  • Brief Overview of Different Version of QuickBooks
  • Set Up New Company File –EZ Start
  • Navigating around QuickBooks
  • Multi User vs. Single User Restrictions
  • Setting Up Users & Passwords
  • Restrict Access to Users
  • Working with Chart of Accounts
  • Tips & Tricks for QB Users

QuickBooks Set Up & Preferences

Day 2

  • Customizing the Home Screen
  • Using Account Numbers
  • Turning on Sales Orders/Purchase Orders
  • Closing the Books
  • Using Classes in QuickBooks
  • Undeposited Funds
  • Set Up for Online Banking
  • Designing Customs Invoices
  • Tips and Tricks for QB Users

Please note, this is a 2 day class for 1 hour each day. 

“This class was amazing!  Showed me how to set up QuickBooks and set specific preferences that I wanted to see.  Now I can work more efficiently! ” ~ Louis K. Ogden, UT.

To see all of our testimonials, please Click Here…


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