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