1 - Getting Started
Starting QuickBooksSetting QuickBooks PreferencesIdentifying Components of the QuickBooks Operating EnvironmentUsing QuickBooks HelpIdentifying Common Business TermsExiting QuickBooks
2 - Setting Up a Company
Creating a QuickBooks CompanyUsing the Chart of Accounts
3 - Working with Lists
Creating Company ListsWorking with the Customers & Jobs ListWorking with the Employees ListWorking with the Vendors ListWorking with the Item ListWorking with Other ListsManaging Lists
4 - Setting Up Inventory
Entering InventoryOrdering InventoryReceiving InventoryPaying for InventoryManually Adjusting Inventory
5 - Selling Your Product
Creating Product InvoicesApplying Credit to InvoicesEmailing InvoicesSetting Price LevelsCreating Sales Receipts
6 - Invoicing for Services
Setting Up a Service ItemChanging the Invoice FormatCreating a Service InvoiceEditing an InvoiceVoiding an InvoiceDeleting an InvoiceEntering Statement ChargesCreating Billing Statements
7 - Processing Payments
Displaying the Open Invoices Report Using the Income TrackerReceiving Payments for InvoicesMaking DepositsHandling Bounced Checks
8 - Working with Bank Accounts
Writing a QuickBooks CheckVoiding a QuickBooks CheckUsing Bank Account RegistersEntering a Handwritten CheckTransferring Funds Between AccountsReconciling Checking Accounts
9 - Entering and Paying Bills
Handling ExpensesUsing QuickBooks for Accounts PayableEntering BillsPaying BillsEntering 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.
Who is it For?
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.