Lesson 1 – Getting Started:

• Overview of course


• How to get around in QuickBooks


• Common business Terms

Lesson 2 – Setting Up:

• Decisions to make before using QuickBooks.


• Create a new company file using EasyStep interview.


• To set QuickBooks preferences in the Interview.


• Record Opening Balance for checking account.


• Entering Customers, Jobs, Vendors, Accounts, and Items.

Lesson 3 – Working With Lists: 

• Edit the Chart of Accounts.


• Add a new customer to the Customer:Job List.


• Add a new vendor to the Vendor list.


• Learn about custom fields and to practice adding custom fields.


• Manage Lists in QuickBooks

Lesson 4 – Working with Bank Accounts:

• How to work with Registers for QuickBooks bank accounts.


• Demonstrate how to open a register.


• Learn the features common to all registers.


• When and how to make entries directly in the register.


• How to reconcile a QuickBooks bank account.

Lesson 5 – Using Other Accounts in QuickBooks:

• Introduce the other account types available in QuickBooks.


• Learn how to track credit card transactions in QuickBooks.


• Reconcile a credit card account.


• How to make a credit card payment.


• Discuss the different types of asset and liability accounts you can create and see how to track assets and liabilities in QuickBooks.


• Introduce the topic of equity and QuickBooks equity accounts.

Lesson 6 – Entering Sales Information:

• The different formats available for sales forms.


• Saving purchase forms in a pdf.


• Practice creating a new invoice.


• Learn the purpose and use of the QuickBooks item List.


• Add a new price level to the Price Level list.


• Associate a price level with a customer.


• Create invoice letters.


• Generate reminder statements.


• Create sales orders (QuickBooks Premier and higher).


• Track backorders (Quickbooks Premier Industry and higher).

Lesson 7 – Receiving Payments and Making Deposits:

• How to record customer payments in QuickBooks.


• How to handle customer discounts, partial payments, overpayments, or down payments.


• How to record a deposit in QuickBooks and what happens to that deposit within QuickBooks.


• Enter cash back from a deposit in QuickBooks.


• How to process credit cards.

Lesson 8 – Entering and Paying Bills:

• Different ways you can handle bills.


• How to enter a bill.


• Using the “Pay Bills” window to pay a bill.


• Entering a discount on a bill.

Cost:  $240 (includes book).
Register here