QuickBooks Desktop Part 1 – Class 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
Appendix As
- Using the Easy Step Interview