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QuickBooks Introduction Training
The QuickBooks Introduction Training course reviews the basic features and functionality of Intuit's desktop software application.
The Quickbooks Introduction Training course reviews the basic features and functionality of Intuit's desktop software application. You will learn how to set up a company, work with lists, set up inventory and invoice for services. You will also learn how to process payments, work with bank accounts and enter and pay bills. The QuickBooks Introduction Training course is designed to help address various challenges faced by students learning to use QuickBooks and will be run on the QuickBooks 2018 software version.
Lesson objectives help you become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of the QuickBooks Introduction training course, you will be able to: • 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 • Using the EasyStep Interview
Getting Started· Starting QuickBooks· Setting QuickBooks Preferences· Identifying Components of the QuickBooks· Operating Environment· Using QuickBooks Help· Identifying Common Business Terms· Exiting QuickBooksSetting Up a Company· Creating a QuickBooks Company· Using the Chart of AccountsWorking 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 ListsSetting Up Inventory· Entering Inventory· Ordering Inventory· Receiving Inventory· Paying for Inventory· Manually Adjusting InventorySelling 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 StatementsProcessing Payments· Displaying the Open Invoices Report· Using the Income Tracker· Receiving Payments for Invoices· Making Deposits· Handling Bounced ChecksWorking 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 AccountsEntering and Paying Bills· Handling Expenses· Using QuickBooks for Accounts Payable· Entering Bills· Paying Bills· Entering Vendor Credit· Using the EasyStep Interview
QuickBooks Certified ProAdvisor
We recommend that individuals taking this class have a basic proficiency in the Windows operating system in addition to a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our self-study on-demand class:Business Finance or Finance and Accounting for Non-Financial Managers
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