Description
Performance-Based Objectives
- Set up a company
- Work with lists
- Set up inventory
- Sell your product
- Invoice for services
- Process payments
- Work with bank accounts
- Enter and pay bills
- Use the EasyStep Interview
QuickBooks 2015 - Get Going with QuickBooks 2015
This training guide is dedicated to providing you with a flexible, high-performance learning system.
Performance-Based Objectives
- Set up a company
- Work with lists
- Set up inventory
- Sell your product
- Invoice for services
- Process payments
- Work with bank accounts
- Enter and pay bills
- Use the EasyStep Interview
Course Outline
1 - BEFORE YOU GET STARTED
- Introduction
- How to Use This Guide
- Prerequisites
- System Requirements
- Customized Settings for This Guide
- Training Objectives
- The Training CD
- Evaluation Criteria
- Ordering Training Guides
2 - GETTING STARTED
- Starting QuickBooks
- Setting QuickBooks Preferences
- Identifying Components of the QuickBooks
- Operating Environment
- Using QuickBooks Help
- Identifying Common Business Terms
- Exiting QuickBooks
- Review
3 - SETTING UP A COMPANY
- Creating a QuickBooks Company
- Using the Chart of Accounts
- Review
4 - 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
5 - SETTING UP INVENTORY
- Entering Inventory
- Ordering Inventory
- Receiving Inventory
- Paying for Inventory
- Manually Adjusting Inventory
- Review
6 - SELLING YOUR PRODUCT
- Creating Product Invoices
- Applying Credit to Invoices
- Emailing Invoices
- Setting Price Levels
- Creating Sales Receipts
- Review
7 - 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
8 - PROCESSING PAYMENTS
- Displaying the Open Invoices Report
- Using the Income Tracker
- Receiving Payments for Invoices
- Making Deposits
- Handling Bounced Checks
- Review
9 - 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
10 - ENTERING AND PAYING BILLS
- Handling Expenses
- Using QuickBooks for Accounts Payable
- Entering Bills
- Paying Bills
- Entering Vendor Credit
- Review
11 - USING THE EASYSTEP INTERVIEW
- Using the EasyStep Interview
- Review
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
There are currently no scheduled dates for this course. Please contact us for more information.
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