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Intro to Financial Accounting

NYIM Training @ 185 Madison Ave, New York, NY

Discover the fundamental principles of financial accounting, analyzing statements and reports, and understand key financial metrics and ratios at NYIM Training's Intro to Financial Accounting course. Gain hands-on experience with real-life examples from well-known companies like Facebook, Amazon, and Apple, and develop a solid foundation in accounting concepts applicable to various industries.

(742) All levels 18 and older
See all QuickBooks classes NYC

QuickBooks Bootcamp

Take control of your business finances and make informed decisions that can drive your success to new heights. Master the core principles of QuickBooks in this comprehensive course taught by NYC Career Centers. Learn how to set up and navigate the software, record transactions, track expenses, and generate detailed financial reports.

  • All levels
  • 18 and older
  • $499
  • 185 Madison Ave, New York, NY
  • 14 hours over 2 sessions

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  • $499
  • 14 hours over 2 sessions
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Class Description

Description

What you'll learn in this quickbooks class:

Take control of your business finances. Join this class to learn the core principles of QuickBooks, including how to set up and navigate the software, record transactions, track expenses, and generate detailed financial reports.

Are you ready to take the reins of your business finances and make informed decisions that can drive your success to new heights? Whether you're a business owner, accountant, or aspiring financial manager, this program is designed to make QuickBooks a powerful tool in your hands.

In this comprehensive course, you'll start from the ground up, mastering the essential QuickBooks fundamentals. We'll guide you through every step, from setting up a company to entering account opening balances and working with crucial lists like customers, vendors, and inventory items. You'll learn about handling bank accounts, invoicing, and processing payments, along with the intricacies of reconciliation.

As you delve deeper into the world of QuickBooks, you'll explore advanced topics like customizing reports, managing credit card accounts, and tackling inventory management. By the end of the course, you'll have the confidence to make informed financial decisions that will contribute to the success of your business.

This course is taught using QuickBooks Online. However, many of the principles covered will also apply to QuickBooks Desktop.

What You’ll Learn at a Glance

  • Create & configure a company in QuickBooks
  • Work with various lists, including customers, vendors, and inventory items
  • Understand the ins and outs of managing your company's bank accounts, from transaction entry to reconciliation
  • Create professional invoices and process payments from customers with ease
  • Harness the power of QuickBooks reporting to gain valuable insights into your business's financial health
  • Tailor your business forms, such as invoices and templates, to reflect your brand identity and meet your unique requirements
  • Manage your inventory efficiently, from entry to ordering, receiving, and selling
  • Use job estimating, time tracking, and job costing to enhance your project management capabilities

Course Syllabus

  • Getting Started
  • Setting Up a Company
  • Working with List
  • Working with Bank Accounts
  • Invoicing and Processing Payments from Customers
  • Understanding the Process of Reconciliation
  • Additional Fundamentals
  • Quick Review
  • Running and Analyzing Reports
  • Customizing Forms
  • Working with Credit Card Accounts
  • Bank Reconciliation
  • Managing Inventory
  • Estimating, Time Tracking, and Job Costing
  • Entering Payroll

Syllabus

Getting Started

  • Starting QuickBooks
  • Overview of the homepage and menu system

Setting Up a Company

  • Creating a QuickBooks Company
  • Modifiying and Editing New Account in Charts of Accounts
  • Entering Account Opening Balances

Working with List

  • Entering Customers and Vendors
  • Inventory Items, Sales Tax Items and Service Items
  • Viewing the reminders list and the classifications list
  • Creating QuickReports from Vendors, Customers and Charts of Accounts

Working with Bank Accounts

  • Entering and Paying Bills
  • Writing Checks
  • Using Bank Account Registers
  • Transferring Funds Between Accounts

Invoicing and Processing Payments from Customers

  • Creating an Invoice
  • Receiving Payments for Invoices
  • Making Deposits
  • Using Sale Receipt

Understanding the Process of Reconciliation

  • Reconciling Bank Accounts

Additional Fundamentals

  • Backing up and restoring data Entering Opening Balances

Quick Review

  • A short review of QuickBooks Essentials Class

Running and Analyzing Reports

  • Modifying and Memorizing Reports
  • Customizing and Filtering Reports
  • Exporting Reports to Microsoft Excel
  • Saving as PDF files

Customizing Forms

  • Modifying a QuickBooks Form
  • Downloading Template

Working with Credit Card Accounts

  • Entering a new CC Account
  • Entering transactions for CC Account
  • Reconciling CC account
  • Paying CC account

Bank Reconciliation

  • Reconciling Bank Accounts

Managing Inventory

  • Entering Products into Inventory
  • Ordering Products
  • Receiving and Paying for Inventory
  • Selling Your Product
  • Creating Product Invoices
  • Making Cash Sales for Services
  • Manually Adjusting Inventory

Estimating, Time Tracking, and Job Costing

  • Creating Job Estimates
  • Creating an Invoice from an Estimate
  • Updating the Job Status
  • Tracking Time

Entering Payroll

  • Outside Payroll Service
  • QuickBooks Payroll

 

Refund Policy

  • Students may cancel up to 11 business days before the class/program start date and receive a refund, less the registration fee (10% of the undiscounted course price).
  • Cancellations within 11 business days are not permitted, but students may reschedule up to 4 business days before the class start date.

For cancellations and reschedules, please email us at [email protected]

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NYC Career Centers

Since 1988, Career Centers has been a leader in software training courses for individuals and businesses, including Microsoft Excel, VBA, PowerPoint, SQL Server, Adobe Photoshop, InDesign, Illustrator, and AutoCAD.

Our courses are instructor-led in small class sizes, located in our state-of-the-art training...

Read more about NYC Career Centers

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NYC Career Centers

NYC Career Centers

All classes at this location

We are located in New York City on 34th street and Madison Avenue, a few blocks from Penn Station, Port Authority and Times Square. You may also attend this class live online (virtual training) via Zoom. We will reach out with additional information, including the Zoom info and class files.

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