QuickBooks Desktop Part I

With some of our competitor's QuickBooks seminars you will be watching someone show you how to use QuickBooks. In our class YOU will be using the QuickBooks software at all times during the class.

Course Outline:

Lesson 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 
  

Lesson 2 – Setting Up QuickBooks

• Creating a QuickBooks Company 
  
• Using Chart of Accounts 
  
• Review
  

Lesson 3 – Working With Lists

• Creating Company List 
  
• Working With Customer & Jobs List 
  
• Working with Employee Lists 
  
• Working with Vendor Lists 
  
• Working with Items List 
  
• Working with Other Lists 
  
• Managing Lists 
  
• Review 
  

Lesson 4 – Setting Up Inventory

• Entering Inventory 
• Ordering Inventory 
• Receiving Inventory 
• Paying For Inventory
• Manually 
• Adjusting Inventory 
• Review

Lesson 5 – Selling Your Product

• Creating Product Invoices 
  
• Applying Credit to Invoices 
  
• Emailing Invoices 
  
• Setting Price Levels 
  
• Creating Sales Receipts 
  
• Review
  

Lesson 6 – Invoicing For Services

• Setting up Service Items 
  
• Changing the Invoice Format
  
•  Creating a Service Invoice 
  
• Editing an Invoice 
  
• Voiding an Invoice 
  
• Deleting an Invoice 
  
• Entering Statement Charges 
  
• Creating Billing Statements 
  
• Review
  

Lesson 7 – Processing Payments

• Displaying the Open Invoices Report 
  
• Using the Income Tracker 
  
• Receiving Payments for Invoices 
  
• Making Deposits 
  
• Handling a Bounced Check 
  
• Review 
  

Lesson 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 Bank Accounts 
• Review 

Lesson 9 – Entering and Paying Bills

• Handling Expenses 
  
• Using QuickBooks Accounts Payable 
  
• Entering Bills
• Paying Bills 
• Entering Vendor Credit 
  
• Review