Quickbooks Certified User Certification in NYC or Live Online

QuickBooks Training & Certification Exam in NYC

  • tag-solid $775
  • clock-solid 17 Hours
  • display-solid PC provided help-solid
  • users-solid Small in-person class
  • repeat-line Free retake help-solid
  • map-marker-solid 185 Madison Avenue, NYC
  • cloud-line Also available live online
All QuickBooks Courses Quickbooks Certified User Certification

NYC Career Centers offers the leading QuickBooks certification program in New York City, including beginner and advanced QuickBooks classes, two hours of private training, the QuickBooks Certified User Exam and proctoring for the exam. Each class and the exam come with the free retake within six months. 

How to register: To sign up for the QuickBooks Certification Package, choose from a preset track of dates or customize your schedule. After you take the group classes, you can schedule the two hours of private training and the QuickBooks Certification Exam.

No group classes scheduled.
Create a custom schedule:

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Looking for corporate training?

We offer custom onsite training and discounted class vouchers.

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The Quickbooks Certified User Certification Includes

QuickBooks Level I

This QuickBooks Level 1 class for the traditional PC Desktop software will not only cover many QuickBooks functions that most people use on a daily basis, but will also include some accounting basics, bookkeeping basics, and tax basics. What's the point of learning QuickBooks unless the financials are accurate and are in the right category? Paul R. has been in the accounting field for 20 years, and puts the bookkeeping/accounting skills together with QuickBooks skills in one engaging day.

QuickBooks Level II for PC

This QuickBooks Level 2 class for the traditional PC Desktop software will not only cover such QuickBooks functions including running, customizing and memorizing reports, as well as memorizing individual transactions, batch invoicing customers, learning how to track your money spent that is earmarked as a reimbursement from your customer (AKA Job Costing). We will also customize a template (such as an invoice form) so that it can be used more for your specific purposes. Level 2 concentrates most

Additional Items

This package also includes two hours of private training, the QuickBooks Certified User Exam (with a free retake), and proctoring for the exam. Schedule the private training and exam after you complete the group classes.

Full Course Syllabus

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QuickBooks Level I

Getting Started

  • Discovering what's new in QuickBooks
  • Presenting QuickBooks Pro
  • Understanding Basic Accounting
  • Managing Basic QuickBooks Files
  • Working with the QuickBooks Window
  • Backing up and Updating Your Company File

Creating a Company

  • Planning and Creating a Company
  • Editing Your QuickBooks Preferences
  • Working with Opening Balances and Historical Transactions
  • Finding Help in QuickBooks
  • Setting up Users

Customizing a Company File

  • 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 Vendors

  • Exploring the Vendor Center
  • Working with Customer and Vendor Profile Lists
  • Creating Custom Fields
  • Entering Bills
  • Paying Bills
  • Writing and Printing Checks

Working with Customers

  • Working with the Customer Center
  • Understanding and Creating Items
  • Creating Invoices
  • Receiving Payments
  • Entering Sales Receipts
  • Integrating with Microsoft Word

Banking with QuickBooks

  • Creating Bank Accounts
  • Making Deposits
  • Transferring Funds
  • Understanding Banking Online

Understanding the Process of Reconciliation

  • Reconciling Bank Accounts

Additional Fundamentals

  • Backing up and restoring data
  • Entering Opening Balances

QuickBooks Level II

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

QuickBooks Certification New York City

QuickBooks Certified User Certification: Group Classes & Exam

QuickBooks Level I (Level I Course Outline)

This one-day class for QuickBooks desktop software concentrates on the areas of the program most frequently used by NYC businesses. When you are finished with this class you will feel comfortable with the fundamentals of QuickBooks, and be able to set up a company, write checks, and enter invoices and payments. You will also be familiar with general accounting terms and procedures.

QuickBooks Level II (Level II PC Course Outline)

The Level II class for the PC version of QuickBooks concentrates on the more advanced aspects of the program that are commonly used by NYC businesses. When you are finished with this class you will feel comfortable with the Advanced Features of QuickBooks: creating detailed financial reports, credit card entries and reconciliations, general journal entries, payroll, and purchasing inventory.