Get Going with QuickBooks

This course is an introduction to QuickBooks. Students will be introduced to the basic features and functionality in QuickBooks and will learn how to use QuickBooks to effectively track and manage their company’s financial data and determine the health of the business. QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018.

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018.

Course Objectives

Upon completion of this course, students will be able to identify the types of information often tracked in business, understand common business terms, enter information into forms and lists, work with the Chart of Accounts, work with inventory and service items, and work with invoices, payments, bills, and bank accounts.

Course Outline

1 - GETTING STARTED

Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks

2 - SETTING UP A COMPANY

Creating a QuickBooks Company
Using the Chart of Accounts

3 - 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

4 - SETTING UP INVENTORY

Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory

5 - SELLING YOUR PRODUCT

Creating Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Creating Sales Receipts

6 - 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

7 - PROCESSING PAYMENTS

Displaying the Open Invoices Report Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks

8 - 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

9 - ENTERING AND PAYING BILLS

Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit

10 - USING THE EASYSTEP INTERVIEW

Using the EasyStep Interview

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Class times are listed Eastern time This class is available for Private Group Training

Contact Us For Price

Course Length: 2 Days

1. Choose a Date | 2. Click Enroll Now

Jan 21

Online LIVE, 9:00 am - 5:00 pm
NHCLC G2R

May 03

Online LIVE, 9:00 am - 5:00 pm
NHCLC G2R

Need Help Picking the Right Course? Give us a call! 781-388-0026