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QuickBooks Desktop Pro Level 1

SS Course: 1000189

Course Overview

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QuickBooks Desktop Pro is one of the most versatile and powerful accounting programs for small businesses on the market today. This six-hour class will teach students using QuickBooks Desktop Pro how to set up a QuickBooks company; enter account opening balances; create and customize company lists; set up inventory; invoice and process customer payments; enter and pay bills and work with bank accounts.                                                                  

Scheduled Classes

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What You'll Learn

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Outline

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Viewing outline for:

GETTING STARTED

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

SETTING UP A COMPANY

Creating a QuickBooks Company
Using the Chart of Accounts
Review

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
Review

SETTING UP INVENTORY

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

SELLING YOUR PRODUCT

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

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

PROCESSING PAYMENTS

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

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

ENTERING AND PAYING BILLS

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

Prerequisites

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Proficiency with Windows required. Basic understanding of accounting principles is helpful.

    Who Should Attend

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    Next Step Courses

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