QuickBooks Pro Level 1

Our classes are always live and instructor led from our Exton, PA or EPIC Partner locations. Springhouse AnywhereLive options require Internet Access. Select classes are Guaranteed to Run (GTR). View our complete schedule policies.





449a6bd3-4050-e711-98e2-00155d0a14062017-09-28T08:00:00Z350.000000000000119:00 AM4:00 PMExton449a6bd3-4050-e711-98e2-00155d0a1406
459a6bd3-4050-e711-98e2-00155d0a14062017-10-09T08:00:00Z350.000000000000026:00 PM9:00 PMExton459a6bd3-4050-e711-98e2-00155d0a1406
469a6bd3-4050-e711-98e2-00155d0a14062017-11-16T10:00:00Z350.000000000000019:00 AM4:00 PMExton469a6bd3-4050-e711-98e2-00155d0a1406
479a6bd3-4050-e711-98e2-00155d0a14062018-01-16T10:00:00Z295.000000000000019:00 AM4:00 PMExton479a6bd3-4050-e711-98e2-00155d0a1406
489a6bd3-4050-e711-98e2-00155d0a14062018-01-23T10:00:00Z295.000000000000026:00 PM9:00 PMExton489a6bd3-4050-e711-98e2-00155d0a1406
499a6bd3-4050-e711-98e2-00155d0a14062018-03-06T10:00:00Z295.000000000000019:00 AM4:00 PMExton499a6bd3-4050-e711-98e2-00155d0a1406
4a9a6bd3-4050-e711-98e2-00155d0a14062018-04-19T08:00:00Z295.000000000000019:00 AM4:00 PMExton4a9a6bd3-4050-e711-98e2-00155d0a1406


QuickBooks Pro is one of the most versatile and powerful accounting programs for small businesses on the market today. This six-hour class will teach students how to set up a QuickBooks company; enter account opening balances; create and customize company lists; set up inventory; invoice and process customer payments; enter and pay bills and work with bank accounts.

Intended Audience

This course is best suited for students who want to use QuickBooks to track the financial activities of a small organization. Our typical students include:

  • Those starting a small business or non-profit
  • Those who need to move their small organization onto QuickBooks
  • Those transitioning to a bookkeeping role

At Completion

After completing this course, students will be able to:

  • Navigate the QuickBooks interface and understand (forms, registers, lists and centers)
  • Set up a company
  • Add or edit Chart of Account Items, Customers and Vendors
  • Set up inventory parts, non-inventory parts and service items
  • Invoice for products and / or services
  • Receive payments
  • Enter and pay bills
  • Reconcile a Bank Accounts


Proficiency with Windows required. Basic understanding of accounting principles is helpful.

Exams & Certifications

No exam


QuickBooks Pro training guide and any handouts

Course Outline

Getting Started

  • Getting around QuickBooks
  • Working with the Menu Bar, the Icon Bar and the Home Page
  • Basics of Forms, Registers and Lists

Setting up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • Entering Account Opening Balances

Working with Customers & Vendors

  • Working with the Customer Job List
  • Working with the Vendor List
  • Adding Customized Fields
  • Managing Duplicate List Entries

Setting up Inventory Parts and Service Items

  • Creating Inventory Products Items
  • Ordering Products
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
  • Creating Service Items

Selling Products and Services

  • Creating Invoices
  • Making Cash Sales
  • Creating Credit Memos
  • Creating a Service Invoice
  • Entering Statement Charges
  • Creating Statements & Billing Statements

Payment Receipts

  • Receiving Payments for Invoices
  • Making Deposits

Entering and Paying Bills and Expenses

  • Via the "Enter Bills" – "Pay Bills" method
  • Via QuickBooks Checks
  • Via Handwritten Checks

Working with Bank Accounts

  • Transferring Funds between Accounts
  •  Entering transactions into the Register
  •  Reconciling Checking Accounts



QuickBooks Pro Level 1http://springhouse.com/course-catalog/QBL1QuickBooks Pro Level 1

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