QuickBooks Desktop Edition: Basic Course

Course Overview

QuickBooks Basic training will teach first-time QuickBooks users the basic features of the software.  This training course is dedicated to providing you with a flexible, high-performance learning system.

This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software.

Course Topics

• Getting Started

• Starting QuickBooks

• Setting QuickBooks Preferences

• Components of the QuickBooks Operating Environment

• Using QuickBooks Help

• Identifying Common Business Terms

• Exiting QuickBooks

• Setting Up a Company

• Creating a QuickBooks Company

• Using the Chart of Accounts

• 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

• Setting Up Inventory

• Entering Inventory

• Ordering Inventory

• Receiving Inventory

• Paying for Inventory

• Manually Adjusting Inventory

• Selling Your Product

• Creating Product Invoices

• Applying Credit to Invoices

• Emailing Invoices

• Setting Price Levels

• Creating Sales Receipts

• 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

• Processing Payments

• Displaying the Open Invoices Report

• Using the Income Tracker

• Receiving Payments for Invoices

• Making Deposits

• Handling Bounced Checks

• 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

• Entering and Paying Bills

• Handling Expenses

• Using QuickBooks for Accounts Payable

• Entering Bills

• Paying Bills

• Entering Vendor Credit

• Using the EasyStep Interview

• Using the EasyStep Interview