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Workshops > QuickBooks/Accounting

QuickBooks Level 1   

Please consider Accounting Crash Course if you are new to accounting or would like a refresher before taking our QuickBooks classes.

Topics Covered:
Getting Started
     Identifying Components of the QuickBooks Operating Environment
     Opening QuickBooks Centers
     Opening Other QuickBooks Windows
     Identifying Common Business Terms
     Setting Up QuickBooks in Multi-User Mode

Setting Up a Company
     Creating a QuickBooks Company
     Using the Chart of Accounts
     Entering Account Opening Balances

Working with Lists
     Creating Company Lists
     Working with the Customers & Jobs List
     Working with the Employees List
     Working with the Vendors List
     Adding Customized Fields
     Managing Lists

Setting Up Inventory
     Entering Products into Inventory
     Ordering Products
     Receiving Inventory
     Paying for Inventory
     Manually Adjusting Inventory

Selling Your Product
     Creating Product Invoices
     Applying Credit to Invoices
     E-mailing Invoices
     Making Cash Sales

Invoicing for Services
     Setting Up a Service Item
     Changing the Invoice Format
     Creating a Service Invoice
     Entering Statement Charges
     Creating Billing Statements

Processing Payments
     Receiving Payments for Invoices
     Making Deposits
     Printing Statements

Working with Bank Accounts
     Writing a QuickBooks Check
     Using Bank Account Registers
     Entering a Handwritten Check
     Transferring Funds Between Accounts
     Reconciling Checking Accounts

Entering and Paying Bills
     Handling Expenses
     Using QuickBooks for Accounts Payable
     Entering Bills
     Paying Bills




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