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Duration:
Instructor-led Classroom Learning - 1.00 Day(s)
Mentored Learning - Flexible
Overview:
In this course, students will examine how to use QuickBooks to best meet
the needs of your business, by being introduced to its basic features.
Who Should Attend:
This course is designed for a person with no prior knowledge of how to
use QuickBooks or someone familiar with the software who wants to learn
new features and functionality of this version.
At Course Completion:
Upon successful completion of this course, students will be able to: -
Set up a company. - Work with lists. - Set up inventory. - Sell their
product. - Invoice for services. - Process payments. - Work with bank
accounts. - Enter and pay bills. - Use the EasyStep Interview. - Use
online banking.
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| Outline: |
| Lesson 1: 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
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| Lesson 2: Setting Up a Company |
Creating a QuickBooks Company
Using the Chart of Accounts
Entering Account Opening Balances
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| Lesson 3: 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
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| Lesson 4: Setting Up Inventory |
Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
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| Lesson 5: Selling Your Product |
Creating Product Invoices
Making Cash Sales
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| Lesson 6: Invoicing for Services |
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements
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| Lesson 7: Processing Payments |
Receiving Payments for Invoices
Making Deposits
Printing Statements
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| Lesson 8: Working with Bank Accounts |
Writing a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts
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| Lesson 9: Entering and Paying Bills |
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills |
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