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GET GOING WITH QUICKBOOKS
This course is designed to provide students with an introduction to QuickBooks accounting features to set up and run a product and/or service based business. In this course, students will learn how to set up a new company in QuickBooks, invoice customers and collect payment, enter and pay vendor bills, set up inventory, and reconcile the bank account.
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GET GOING WITH QUICKBOOKS |
Getting Started
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Start QuickBooks, Set QuickBooks Preferences, Identify Components of the QuickBooks Operating Environment, Use QuickBooks Help, Identify Common Business Terms, Exit QuickBooks |
Setting Up a Company |
Create a QuickBooks company, Use the Chart of Accounts |
Working With Lists |
Create Company Lists, Work with the Customers & Jobs list, Work with the Employees list, Work with the Vendors list, Work with the Items list, Work with Other lists, Manage lists |
Setting Up Inventory |
Enter Inventory, Order Inventory, Receive Inventory, Pay for Inventory, Manually Adjust Inventory |
Selling Your Product |
Create Product Invoices, Apply Credit to Invoices, E-mail Invoices, Set Price Levels, Create Sales Receipts |
Invoicing for Services |
Set Up a Service Item, Change the Invoice Format, Create a Service Invoice Edit an Invoice, Void an Invoice Delete an Invoice, Enter Statement Charges, Create Billing Statements |
Processing Payments |
Display the Open Invoices Report, Use the Income Tracker, Receive Payments for Invoices, Make Deposits, Handle Bounced Checks |
Working With Bank Accounts |
Write a QuickBooks check, Void a QuickBooks check, Use bank account registers, Enter a handwritten check, Transfer funds between accounts Reconcile checking accounts |
Entering and Paying Bills |
Handle expenses, Use QuickBooks for Accounts Payable, Enter Bills, Pay Bills, Enter Vendor Credit |
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