QUICK_0L1: QuickBooks Desktop Pro Level 1
About this Course
QuickBooks Desktop Pro is one of the most versatile and powerful accounting programs for small businesses on the market today. This six-hour class will teach students using QuickBooks Desktop Pro how to set up a QuickBooks company; enter account opening balances; create and customize company lists; set up inventory; invoice and process customer payments; enter and pay bills and work with bank accounts.
Audience Profile
This course is best suited for students who want to use QuickBooks Desktop to track the financial activities of a small organization. Our typical students include:
- Those starting a small business or non-profit
- Those who need to move their small organization onto QuickBooks
- Those transitioning to a bookkeeping role
At Course Completion
After completing this course, students will be able to with QuickBooks Desktop:
- Navigate the QuickBooks interface and understand (forms, registers, lists and centers)
- Set up a company
- Add or edit Chart of Account Items, Customers and Vendors
- Set up inventory parts, non-inventory parts and service items
- Invoice for products and / or services
- Receive payments
- Enter and pay bills
- Reconcile a Bank Accounts
Outline
Getting Started
- Starting QuickBooks
- Setting QuickBooks Preferences
- Identifying Components of the QuickBooks
- Operating Environment
- Using QuickBooks Help
- Identifying Common Business Terms
- Exiting QuickBooks
- Review
Setting Up a Company
- Creating a QuickBooks Company
- 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
Prerequisites
Proficiency with Windows required. Basic understanding of accounting principles is helpful.