Learning Method: Instructor-led Classroom Learning Duration: two days
*Click here to view upcoming QuickBooks Classes
Course Outline:
Lesson 1: Getting Started
- Starting QuickBooks
- Introduction to QuickBooks
- Using the Navigators List
- Opening QuickBooks Pages
- Using the Menu Bar
- Using the Icon Bar
- Setting up QuickBooks on a Network
- Learning Common Business Terms
Lesson 2: Using the EasyStep Interview
- Using the EasyStep Interview
Lesson 3: Setting Up a Company
- Creating a QuickBooks Company
- Using the Chart of Accounts
- Entering Account Opening Balances
Lesson 4: Working with Lists
- Creating Company Lists
- Working with the Customer: Job List
- Working with the Employee List
- Working with the Vendor List
- Adding Customized Fields
- Managing Lists
Lesson 5: Setting Up Inventory
- Entering Products into Inventory
- Ordering Products
- Receiving and Paying Inventory
- Manually Adjusting Inventory
Lesson 6: Selling Your Product
- Creating Invoices
- Making Cash Sale
Lesson 7: Invoicing for Services
- Setting Up a Service Item
- Changing the Invoice Format
- Creating a Service Invoice
- Entering Statement Charges
- Creating Billing Statements
Lesson 8: Processing Payments
- Receiving Payments for Invoices
- Making Deposits
- Printing Statements
Lesson 9: Working with Bank Accounts
- Writing a QuickBooks Check
- Using Bank Account Registers
- Entering a Handwritten Check
- Transferring Funds Between Accounts
- Reconciling Checking Accounts
Lesson 10: Entering and Paying Bills
- Handling Expenses
- Using QuickBooks for Accounts Payable
- Entering and Paying Bills
Lesson 11: Producing Financial Statements
- Understanding the closing cycle
- Producing Financial Statements
- Understanding the Financial Statements
