Quickbooks Class Topics

Topics Covered In Our




QuickBooks For Business 1 Day Class


The ONLY training in New York City to provide

FREE support for 1 month!


Setting Up Company Files
& Getting Around in QuickBooks
  • Prepare to create a Company File
  • Set up a company file
  • Customize QuickBooks workspace and templates
  • Set up Chart of Accounts
  • Create shortcuts and find information 
Customizing Your Program
So You Can Work More Efficiently
  • Set up item list
  • Set up vendors
  • Setup customers 
  • Setup up jobs / projects
  • Set up classes
  • Setup sales tax
Daily Functions on QuickBooks
  • Prepare estimates
  • A/R – Create invoices / Credit memos
  • Apply customer payments
  • Record bank deposits
  • Post interbank transfers
  • Input Purchase Orders
  • A/P – Enter Bills / Vendor credits
  • Assign costs to projects / jobs
  • Paying bills and Print checks
  • Enter credit card expenses
  • Track income and expenses
  • Reconcile bank accounts
  • Run Financial Reports: Income Statement, Balance Sheet, General Ledger and A/R & A/P Aging Reports, Custom Reports, General Ledger
  • Memorize recurring transactions
  • Customize reports

Our courses are meticulously designed to fit the needs of today’s businesses.


Whether you are a seasoned business owner, a startup entrepreneur, a freelance consultant or work as an accountant, bookkeeper or a manager, you will learn essential aspects of your professional responsibilities as they are managed on QuickBooks software. 


*** Intuit Certified

Our training is ideal for many industries:

Attorneys & Law Firms, Real Estate, Construction & Contracting, Medical and Dental Practices, Chiropractors, Dentists, Restaurants, Cafes & Bars, Architects & Interior Designers, Accounting / CPA, Jewelry Design, E-Commerce and Retail Stores, Investment Banking & Equity Trading, Artists & Entertainers, Franchises, Computers & IT, Educational Facilities & Child Care, Import/Expert/Wholesale Distribution, Salons & Spas, Entertainment, Event & Wedding Planning, Advertising, PR & Online Marketing, Graphic and Website Design, Art & Galleries, Non-Profit   

Choose from the topics you want covered in your training class.

*** All One-on-one courses are tailored to your specific business, industry or professional needs.

Connect With Us

OnPoint Business Solutions

100 Church St. Suite #800
New York, NY 10007


Call our NYC Office at:

(646) 660-1820