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QuickBooks Fundamentals Course

Achieve your goals with professional training from Bookkeeping Career Institute

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Apply today for upcoming programs and courses, or schedule a time to meet with a BCI representative to learn more.

“I really enjoyed taking the class. It was a lot of information to cover, but the instructor taught at a great pace, was easy to understand,… and was very helpful at answering questions.”

- Ashley | 2014 QuickBooks Student


Students who complete the course will gain the knowledge and
skills necessary to take and pass the QuickBooks Certified User exam.

Sign up to take your certification test at BCI!

Course Objective

The QuickBooks Fundamentals will to provide students with the foundational knowledge necessary to become an entry-level bookkeeper.

This introductory course offers hands-on step-by-step exercises that have students working directly in QuickBooks in a complete experiential learning environment with sample data files and practice exercises.  Gain a competitive edge with a QuickBooks training course that will give you the skills required by accountants, bookkeepers and office managers. Learn the skills you need to use the most widely used accounting program by small businesses.

This program is designed to educate, enhance and improve your understanding of accounting processes and technology used to manage business finances more efficiently. Although specific versions of QuickBooks will be used for training, the skills you learn can usually be applied to other versions of QuickBooks. Classes are scheduled to fit into your busy work/life schedule.

Upon successfully completing this course, students will be able to perform the following accounting tasks:

•Know how to navigate QuickBooks in both single-user and multi-user role
•Learn to complete the workflow from the estimate to making the deposit and navigate the Customer Center
•Know how to complete the workflow for making purchases and navigate the Vendor Center and manage lists
•Use Items to perform accounting tasks
•Properly set-up and run payroll in QuickBooks
•Accurately create and print financial statements and reports
•Enter adjustments and Closing Procedures

The QuickBooks Fundamentals Course consists of 14 units of study:

1. Introducing QuickBooks

2. The Sales Process

3. Additional Customer Transactions

4. Managing Expenses

5. Bank Transactions and Reconciliation

6. Reports

7. Company File Setup

8. Customizing QuickBooks

9. Inventory

10. Time and Billing

11. Payroll Setup

12. Payroll Processing

13. Estimates

14. Adjustments and Year-End Procedures