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01/16/2024-01/18/2024 QuickBooks Introduction is a Course

01/16/2024-01/18/2024 QuickBooks Introduction

Jan 16, 2024 - Jan 18, 2024

Spots remaining: 8

$350 Enroll

Full course description


Ybor HCC Collaboration Studio
1602 N 15th St, Tampa, FL 33605

Parking: Parking is next to the building. 

Room:    132

Days:      Wednesday & Thursday 6:00pm - 9:30pm

Dates:    11/1/2023-11/2/2023

Note: The book will be given during the first session. 

Description: Get Going with Quick Books focuses on the basic features of this accounting software to record and track business transactions. 

  • Prerequisites: You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.
  • Delivery Method: Instructor-led, classroom-delivery learning with structured hands-on activities.
  • Benefits: First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly refresh and learn new features and functionality of QuickBooks.

Course Objectives

Getting Started

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


Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
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


Setting Up Inventory

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


Selling Your Product

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


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


Processing Payments

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


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


Entering and Paying Bills

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


Instructor: Michael Jimenez, CPA 

For more information contact Liz Steacker at 813 253-6508 or email