QuickBooks Desktop Introduction

Course Description:

  The QuickBooks Desktop Introduction course is designed to teach students about to the basic features and functionality of Quickbooks desktop software application, and address various challenges faced by students learning to use QuickBooks. The course is taught using the QuickBooks 2021 software version.

Quickbooks is small business accounting software program that helps users track income and expenses, generate business financial reports, invoice customers, pay bills and plan for taxes.

Topics covered in the course include:

• Quickbooks fundamentals.
• Setting Up a Company
• Working with Lists
• Setting Up Inventory
• Selling Your Product
• Invoicing for Services
• Processing Payments
• Working with Bank Accounts
• Entering and Paying Bills
• Using the EasyStep Interview

Section 1: Getting Started with QuickBooks
Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks
Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks
Review

Section 2: Setting Up a Company
Create a QuickBooks Company
Using the Chart of Accounts
Review

Section 3: Using Lists
Create Company Lists
Using the Customers & Jobs List
Using the Employees List
Using the Vendors List
Using the Item List
Using Other Lists
Managing Lists
Review

Section 4: Setting Up Inventory
Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Review

Section 5: Selling Your Product
Create Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Create Sales Receipts
Review

Section 6: Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Create a Service Invoice
Editing an Invoice
Voiding an Invoice
Deleting an Invoice
Entering Statement Charges
Create Billing Statements
Review

Section 7: Processing Payments
Displaying the Open Invoices Report
Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks
Review

Section 8: Using 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

Section 9: Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit
Review

Section 10: Using the EasyStep Interview
Using the EasyStep Interview
Review

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• Content Focused On Your Team's Needs
• Convenient Scheduling and Class Setup
• Significant Per/Student Cost Savings
• Online, On-Site and Blended Options Available

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