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QuickBooks Fundamentals

Learning Method: Instructor-led Classroom Learning Duration: two half 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
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