Get Going with QuickBooks® 2016 for Windows

Open Enrollment Course Dates: 11/7

Click here to pre-register for this course now!

Course Length: 1 day
Prerequisites: Familiarity with the Windows operating system.
Course Level: Intermediate through Advanced Topics
Course Fee:  $395
Course Hours: 8:30 a.m. – 4:15 p.m.

Course Description:  If you are using the software for the first time, you will be introduced to its primary features.  If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

Performance-Based Objectives
•  Set up a company
•  Work with lists
•  Set up inventory
•  Sell your product
•  Invoice for services
•  Process payments
•  Work with bank accounts
•  Enter and pay bills
•  Use the EasyStep Interview

Course Content
Lesson 1: Getting Started
Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks Operating Environment
The QuickBooks Home Page
The Company Snapshot
Getting Help with QuickBooks
Identifying Common Business Terms
Setting Up QuickBooks in Multi-User Mode
Updating QuickBooks
Backing Up and Restoring a Company File
Exiting QuickBooks
Review

Lesson 2: Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts
Setting Up a Password
Setting a Closing Date
Review

Lesson 3: Working with Lists
Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Working with the Items List
Working with Other Lists
Managing Lists
Review

Lesson 4: Setting Up Inventory
Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Review

Lesson 5: Selling Your Product
Creating Product Invoices
Applying Credit to Invoices
E-mailing Invoices
Setting Price Levels
Making Cash Sales
Review

Lesson 6: Invoicing for Services
Setting Up a Service Item
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 Collections Center
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks
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 Checking Accounts
Review

Lesson 9: Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit
Review