Get Going with Quickbooks 2018

Open Enrollment Course Dates: TBA

Click here to pre-register for this course now!

Course Length: 1 day
Delivery: Instructor Led/Group Live
Prerequisites/Advanced Preparation: None
Course Level: Basic
Course Fee: $395/single participant (call for group and/or on-site pricing)
Course Hours: 8:30 a.m. – 4:15 p.m.
Recommended CPE:  8 hours
PDUs:  7.5/PDHs 7.5/PDCs:  7.5

 

Workshop Summary:

 

Prerequisites: You can successfully complete this course without any prior software knowledge or computer experience.

Course Objectives

 

Getting Started

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Identifying Components of the QuickBooks Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks

Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
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 Item List
  • Working with Other Lists
  • Managing Lists

Setting Up Inventory

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

Selling Your Product

  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts

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

Processing Payments

  • Displaying the Open Invoices Report Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks

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

Entering and Paying Bills

  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit

Using the EasyStep Interview

  • Using the EasyStep Interview