Get Going with QuickBooks

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Course Details

Course Outline

1 - Getting Started
  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Identifying Components of the QuickBooks Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks
  • Review
  • 2 - Setting Up A Company
  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • Review
  • 3 - Working with Lists
  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Item List
  • Working with Other Lists
  • Managing Lists
  • Review
  • 4 - Setting Up Inventory
  • Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
  • Review
  • 5 - Selling Your Product
  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts
  • Review
  • 6 - Invoicing for Services
  • Setting Up a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Editing an Invoice
  • Voiding an Invoice
  • Deleting an Invoice
  • Entering Statement Charges
  • Creating Billing Statements
  • Review
  • 7 - Processing Payments
  • Displaying the Open Invoices Report
  • Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks
  • Review
  • 8 - Working with Bank Accounts
  • Writing a QuickBooks Check
  • Voiding a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds Between Accounts
  • Reconciling Checking Accounts
  • Review
  • 9 - Entering and Paying Bills
  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit
  • Review
  • 10 - Using the EasyStep Interview
  • Using the EasyStep Interview
  • Review
  • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    Get Going with QuickBooks

    $790
    Course Length : 2 Days
     

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