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QuickBooks 2018 Desktop for Windows Level 1

SS Course: 1000133

Course Overview

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Students will learn skills and tasks such as setting up a company in QuickBooks, working with lists, inventory, invoices, payment processing, paying bills and more. This course is intended for accounting students, individuals preparing to take the QuickBooks Certification Exam, and students who wish to gain a working knowledge of QuickBooks in business.

                                                                  

Scheduled Classes

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What You'll Learn

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In this course you will learn 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
  • Use the EasyStep Interview

Outline

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Viewing outline for:
    • Getting Started
      • Starting QuickBooks
      • Identifying Components of the QuickBooks Operating Environment
      • Opening QuickBooks Centers
      • Opening other QuickBooks Windows
      • Identifying Common Business Terms
      • Setting Up QuickBooks in Multi-User Mode
      • Exiting QuickBooks
    • Setting Up a Company
      • Creating a QuickBooks Company
      • Using the Chart of Accounts
      • Entering Account Opening Balances
    • Working with Lists
      • Creating Company Lists
      • Working with the Customers & Jobs List
      • Working with the Employees List
      • Working with the Vendors List
      • Adding Customized Fields
      • Managing Lists
    • Setting Up Inventory
      • Entering Products into Inventory
      • Ordering Products
      • Receiving Inventory
      • Paying for Inventory
      • Manually Adjusting Inventory
    • Selling Your Product
      • Creating Product Invoices
      • Applying Credit to Invoices
      • E-mailing Invoices
      • Making Cash Sales
    • Invoicing for Services
      • Setting Up a Service Item
      • Changing the Invoice Format
      • Creating a Service Invoice
      • Entering Statement Charges
      • Creating Billing Statements
    • Processing Payments
      • Receiving Payments for Invoices
      • Making Deposits
      • Printing Statements
    • Working with Bank Accounts
      • Writing 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
    • Using the EasyStep Interview
      • Using the EasyStep Interview
    • Using Online Banking
      • Setting Up an Internet Connection
      • Activating Online Services
      • Viewing Statements Online
      • Creating Online Payments
      • Transferring Funds Online
      • Canceling Online Payments
      • Sending E-mail to Your Financial Institution
    • Sharing Files with an Accountant
      • Saving an Accountant’s Copy
      • Removing Accountant’s Copy Restrictions
      • Using the Accountant’s Copy File Transfer Service
      • Importing an Accountant’s Changes

Prerequisites

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A basic understanding of the computer operating system.

    Who Should Attend

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    • Business and accounting undergraduate and graduate students
    • Students who are preparing for QuickBooks Certification
    • Students who want to gain the working knowledge to use QuickBooks in business

    Next Step Courses

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