QuickBooks Desktop Part I

QuickBooks is a very popular small business accounting software. You’ll learn how to invoice, receive payments and make deposits. We’ll enter bills, print checks, void checks and do manual checks, do journal entries, enter credit card charges, set up a petty cash account, set up a loan, customize your chart of accounts, and reconcile your checking account. We’ll also customize and filter reports.

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

Note:

Effective July 1, 2020, all customers are required to wear a mask or face covering at all times while in our building, to prevent the spread of COVID-19. Temperature checks may be conducted at the door, and people with a fever will be required to reschedule their visit.