# QuickBooks Bootcamp Canonical URL: ## Overview Are you ready to take control of your business finances and make informed decisions that can drive your success to new heights? Whether you're a business owner, an Accountant, or an aspiring Financial Manager, this program is designed to help you make QuickBooks a powerful tool at your fingertips. 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, as well as the intricacies of reconciliation. As you dive deeper into the world of QuickBooks, you'll explore advanced topics like customizing reports, managing credit card accounts, and handling 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 - Create and 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 ## Curriculum #### 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 ## Instructors ### Mourad Kattan — Program Director & Instructor Mourad Kattan is an instructor and Program Director of Business, Finance, & Excel at Noble Desktop, teaching classes and designing courses in Excel, finance, accounting, and financial modeling. Before Noble Desktop, Mourad worked as a financial analyst at Credit Suisse and H/2 Capital Partners. In those positions, he used advanced analytical and financial skills to evaluate a variety of investments. Mourad graduated from the University of Pennsylvania summa cum laude and is part of the Beta Gamma Sigma honor society. Learn more about [Mourad Kattan's](/mourad-kattan) background and expertise. ### Richard Trybulski — Instructor Richard is the lead instructor for several finance courses, including Financial Accounting & Financial Statement Analysis, Stock Market Investing, and Financial Modeling, at Noble Desktop. Richard trained new Investment Bank and Private Equity hires, including the Bank of America and Houlihan Lokey, in Modeling Mergers & Acquisitions, Trading Comps, LBOs, DCF, and 3 Statement Financial modeling. He also taught graduate university courses in Accounting, Financial Derivatives (Futures, Options, and Swaps), Fixed Income Analytics, and Corporate Finance. He currently teaches undergraduate courses in Financial Management and Data Analytics at Sacred Heart University in Fairfield, CT. Richard supported the Foreign Exchange Desk and Equity Desk at JP Morgan, worked as an equity research analyst at Malley Associates in NYC, developed Trade Capture Systems for Foreign Exchange and Bond Trading, and worked as a consultant, modeling/valuing real estate development (including corporate lease agreement analysis), and financial planning. Richard holds an MBA in Finance, was awarded the CFA (Chartered Financial Analyst) charter, the CAIA (Chartered Alternative Investments Analysts) charter, and the CMA (Chartered Management Accountant) charter. ## Pricing **Tuition:** $499