Jennifer Leinhos has been a professional bookkeeper in a variety of industries for over 30 years, in both private and public practice. She has been involved with the Intuit Pro Adviser program since its inception and is a QuickBooks Advanced Certified Pro Adviser. She is passionate about sharing the knowledge she has acquired through the years.

Francine Garnett brings a wealth of accounting experience from many different industries. In 2006 she graduated with honors from Cal State San Marcos with a BS in Business Management and Accounting. She is an Intuit Advanced Certified Pro Adviser for QuickBooks Online. She tells Santa if you’ve been good or bad and she has super powers. So be good.

Part 1 in our QuickBooks for desktop learning series. The classes are designed to stand alone, but if you take the whole series, you will learn about all that QuickBooks has to offer.

In this class, you will learn how to set up and customize QuickBooks for your specific needs, including working with customers and vendors, setting up the chart of accounts and working with bank accounts.

  • 90 minutes
  • Small group sizes, no more than 12 people
  • $100 per person

What we will talk about

Getting Started
  • Learning how QuickBooks works and how to get around
Setting up QuickBooks
  • Decisions to be made before using QuickBooks
  • Creating & customizing a new company file with QuickBooks
Working with Lists
  • Working with the chart of accounts
  • Adding customer and vendor information into QuickBooks
  • Custom fields for customer, vendors, and items
Working with Bank Accounts
  • Working with bank account registers
  • Features common to all QuickBooks registers
  • Entering transactions directly into registers
  • Reconciling bank accounts in QuickBooks
  • Reviewing online banking features and where to apply