This course runs for a duration of 2 days.
The class will run daily from 9 AM CT to 3:45 PM CT.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
This course is for those using QuickBooks Desktop software which is installed directly on the computer.
Course Overview
This course reviews the basic features and functionality of Intuit's desktop software application. This course is designed to help address various challenges faced by students learning to use QuickBooks and will be run on the QuickBooks 2021 software version.
Getting Started
Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks
Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks
Review
Working with a Company File
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
Using the EasyStep Interview
Creating a QuickBooks Company
Using the EasyStep Interview
Review
Basic proficiency in the Windows operating system in addition to a basic understanding of accounting practices is recommended.
