QuickBooks: Introduction (Day 1 of 2)

Course Content
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
  • Exiting QuickBooks

Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • Entering Account Opening Balances

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

Setting Up Inventory

  • Entering Products into Inventory
  • Ordering Products
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory

Selling Your Product

  • Creating Invoices
  • Making Cash Sales
Invoicing for Services
  • Setting UP a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Entering Statement Charges
  • Creating Billing Statements

Processing Payments

  • Receiving Payments for Invoices
  • Making Deposits
  • Printing Statements

Working with Bank Accounts

  • Writing a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds Between Accounts
  • Reconciling Checking Accounts

Entering and Paying Bills

  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills
  • Using the Easy Step Interview

Using Online Banking

  • Setting Up an Internet Connection
  • Activating Accounts
  • Reading Online Statements
  • Creating Online Payments
  • Submitting Online Payments
  • Transferring Funds Online
  • Canceling Online Payments
  • Sending E-mail to Your Financial Institution

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