Skip to main content

QuickBooks: Basics Class


This course provides an introduction to all of the functional areas within the QuickBooks environment. Using case studies, the course will allow participants to gain practical, hands-on experience necessary to help them manage their businesses. The all-day course consists of the following modules:

Module 1: Accounting Principles and New Company Setup

Whether you need a refresher or an introduction to computer-assisted accounting, this module can help you gain a better understanding of accounting basics, including an introduction to the double entry system, accounting methods and concepts. Using a sample case study, participants will review the process of setting up a new company data file.

Module 2: Customizing Your Data File

This module will provide participants with all the steps necessary to customize your data file and will include other topics such as setting up individual and company preferences, activating and deactivating specific functions within the application and customizing built in templates. Participants will also learn how to set up a master list which will include a chart of accounts, items, customers, vendors and other name lists and terms.

Module 3: Daily Transactions

Daily activities including creating purchase orders, estimates, invoicing, credit memos, receiving payments, recording cash and credit card deposits, entering and paying bills, entering credit card charges, writing and processing checks and reconciling bank statements will be covered in this module.

No computer needed. The class will be in a computer lab.

Module 4: Reports

This module will cover generating and customizing reports, memorizing transactions, using filters and passwords, closing the books and backing up data files.

Teacher: Robert Andoh, Certified QuickBooks Instructor and SBDC Business Consultant

Join us in building 4400 in the computer lab classroom 204.

Visit Event Website for More Info

Upson, Lamar, Butts, Henry, Fayette, Coweta, Pike, Spalding