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QuickBooks Fundamental Training

Join myTectra's QuickBooks Fundamental Training to master essential accounting and bookkeeping skills.

Learn core QuickBooks concepts, implementation, and best practices. Enroll now for expert-led instruction and hands-on experience through both classroom and online training options.

7000+ Learners
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Verified Certificates
Realtime Projects
Individual Focus
Flexible Schedule
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Join over 100000+ learners who have taken up training with myTectra. Get High-Quality Training, Certification, Best Price and 24/7 Customer Care.

Key Program Highlights:

  • Delivering top-notch education to equip you with essential skills.
  • Learn from industry experts with real-world experience.
  • A thorough curriculum covering all necessary topics.
  • Dedicated support to help you secure job placements.
  • High ratings reflecting our commitment to quality.
  • Hands-on experience through real-world projects.
  • Personalized, engaging learning for better outcomes.
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About Program

QuickBooks Fundamental course by myTectra offers comprehensive training on using QuickBooks for accounting and financial management. Participants will learn the fundamentals of QuickBooks software, including navigation, setting up company files, and managing financial transactions such as invoicing, payments, and expenses. Through hands-on exercises and real-world examples, participants will gain proficiency in reconciling bank accounts, generating financial reports, and customizing QuickBooks for specific business needs. They will also learn best practices for data entry, payroll processing, and tax preparation using QuickBooks. By the end of the training, participants will have the skills and knowledge to effectively use QuickBooks to streamline accounting processes, track financial performance, and make informed business decisions.

Curriculum:

1. Getting Started

  • Introduction
  • Types of Quick books
  • Features of Quick Books
  • Users to be added in different types of Quick books
  • File Extensions used in the QuickBooks
  • Transactions Limits in QuickBooks
  • Comparison with different types of QuickBooks
  • Features of Different types of QuickBooks
  • New in 2015 QuickBooks

2. Setting Up a Company

  • ExpressStart
  • Detailed Start
  • Create a new company file based on an existing one
  • Converting the data from Other Accounting Software

3. Working with File

  • Take the Local Backup
  • Take the Online Backup
  • Restore the Backup File
  • Portable Company File
  • Open a Second Company
  • Hosting Multi-User Access
  • Import and Exporting IIF Files
  • Use of Verify, Rebuild and Condensing the Data
  • Top Restore Backup for Earlier Quick book Versions
  • Accountant’s Copy
  • Difference between Find & Search

4. Preferences

  • Preferences in Accounting
  • Preferences on Bills
  • Preferences on Calendar
  • Preferences on Checking
  • Preferences on Desktop View
  • Preference for Finance Charge
  • General PreferenceTopic4H: Preference on Integrated Application
  • Preference for Items Inventory
  • Preference of Jobs & Estimates
  • Preference on Multiple Currencies
  • Preferences on Payments

5. Lists

  • Chart of Accounts
  • Item Lists
  • Fixed Assets Item List
  • Price Level List
  • Billing Rate Level Lists
  • Sales Tax Code Lists
  • Other Name Lists
  • Templates
  • Memorized Transaction List

6. Customer

  • Set up a New Customer
  • Create Invoices
  • Create Batch Invoices
  • Enter Sales Receipts
  • Enter Sales Estimates
  • Enter Sales Order
  • Enter Credit Memo/Refunds
  • Enter Sales Receipts
  • Enter Statement Charges
  • Receive Payments
  • Lead Center
  • Credit Card Processing

7. Vendors

  • Setup New Vendor
  • Enter Bill
  • Purchase Order
  • Converting Purchase order to Bill
  • Receive Items
  • Converting Receive Payments to Bill
  • Difference between Purchase order and Receive Items
  • Pay Bill
  • Entering the Credit Bill
  • Adjusting the Credit with the Open Bill

8. Sales Tax

  • Setup the Sales Tax
  • Setup the Tax Rate
  • Pay the Sales Tax
  • Adjust the Sales Tax Due
  • Sales Tax Liability
  • Sales Tax Revenue Summary

9. Employee

  • Set up the New Employee
  • Setup The Payroll Items
  • Activating the Manual Payroll
  • Payroll Schedule Setup
  • Pay Employee

10. Banking

  • Entering Check Charges
  • Entering Credit Card Charges
  • Entering the Deposits from Undeposited Fund
  • Transfer Funds
  • Reconciliation
  • Setup Online Banking
  • Loan Manager

11. Reporting

  • Memorized Reports
  • Commented Reports
  • Company Snapshot
  • Process Multiple Reports
  • QuickBooks Statement Writer
  • Company & Financial
  • Customers & Receivables
  • Sales
  • Jobs, Time & Mileage
  • Vendors & Payables
  • Purchases
  • InventoryTopic11M: Employees & Payroll
  • Banking
  • Accountant & Taxes
  • Budgets & Forecasts
  • List
  • Industry Specific
  • Contributed Reports
  • Custom Reports
  • Quick Report
  • Transaction History
  • Transaction Journal

12. Accountant

  • Chart of Accounts
  • Fixed Asset Item List
  • Batch Enter Transactions
  • Client Data Review
  • Make General Journal Entries
  • Send General Journal Entries
  • Reconcile
  • Working Trial Balance
  • Set Closing Date
  • Condense Data
  • Ask Client about Transaction
  • View Conversation List
  • Manage Fixed Assets
  • QuickBooks File Manager
  • QuickBooks Statement Writer
  • Pro Advisor Program
  • Online Accountant Resources

13. Company

  • Home Page
  • Company Snapshot
  • Calendar
  • Documents
  • Lead Center
  • My Company
  • Advanced Service Administration
  • Set Up Users and Passwords
  • Customer Credit Card Protection
  • Set Closing Date
  • Planning and Budgeting
  • To-Do List
  • Reminders
  • Alerts Manager
  • Maintenance Alerts
  • Chart of Accounts
  • Make General Journal Entries
  • Manage Currency
  • Enter Vehicle Mileage
  • Prepare Letters with Envelopes
  • Export Company File to QuickBooks Online

14. Employee

  • Employee Center
  • Manual Payroll Calculations
  • Entering Weekly Timesheet
  • Entering Single Time Activity
  • Pay Employees
  • Payroll Taxes and Liabilities
  • Payroll Setup
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Learning Path

Master new skills to achieve your career goals.

Demo Session

Participate in a demo session for an overview of the course content. You will meet instructors and fellow learners, ask questions, and understand the teaching approach, helping you gauge the course’s relevance to your goals.

Enrollment

Complete your registration to join the course. You will gain access to the Learning Management System (LMS), where all materials, schedules, and resources are available, ensuring you’re ready to embark on your learning journey smoothly.

Live Classes

Engage in live classes led by experienced instructors covering core topics in depth. Interactive discussions and Q&A sessions encourage active participation, enhancing your understanding and retention of the material taught.

Hands-On Project

Complete a hands-on project that applies your learned skills in practical scenarios. This project simulates real-world challenges, allowing you to build a portfolio piece that showcases your competencies to potential employers.

Certification

After completing the course and project, you will receive a recognized certification that validates your expertise and enhances your professional credentials in your chosen field.

Career Support

Access career support services after certification, including resume workshops, interview preparation, and job placement assistance. These resources equip you with the tools needed to transition successfully into the workforce.

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Course Features

Expert Trainers

Courses are delivered by experienced working professionals and subject matter experts with real-world experience.

Hands-On Training

We provide learners with practical experience through real-world scenarios, projects, and interactive exercises.

Customizable Corporate Training

Tailored training solutions designed to meet the specific needs of organizations and teams.

Certifications & Assistance

Certifications offered by myTectra align with international standards and we also help you to prepare for globally recognized certifications.

Global Recognition

Trusted by individuals and enterprises worldwide, with a track record of successful alumni and partnerships.

24 x 7 Expert Support

We have a 24x7 online support team to resolve all your technical queries, through a ticket-based tracking system, for a lifetime.

Gain prestigious credentials and recognition

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Start Learning Today. Access Your Resources for a Lifetime!

Enjoy lifetime access to myTectra’s Learning Management System (LMS), including session recordings, study materials, and resources. This ensures continuous learning and easy reference to course content even after completion.

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24/7 Assistance
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Resume Preparation Made Professional and Impactful

Get expert guidance in crafting a professional and impactful resume. myTectra’s resume-building support helps highlight your strengths, certifications, and skills effectively, increasing your chances of landing your dream job.

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Prepare for Success with Expert Mock Interviews

Prepare for real-world interviews with personalized mock interview sessions conducted by industry experts. Receive feedback on your performance, learn key interview techniques, and gain the confidence to succeed in job interviews.

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FAQs

How do I contact myTectra for Corporate Training?

Would you like to reach us for the training for your team? Please fill the below form. We will get back to as soon as possible.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence. 

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?
Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.
 
  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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