QuickBooks Training | Chicago & Los Angeles

QuickBooks Level 1

Course Description

This course is designed for participants with little or no knowledge of QuickBooks. The class is hands-on and will teach you step by step how to use Quickbooks - the World's leading SME Accounting program. View past student's video testimonials.

Prerequisites

A basic understanding of computers and Windows is required to attend this class.

QuickBooks Class facts

Learning Objectives

Upon successful completion of this QuickBooks training course students will be able to:

To Setup a New Company in QuickBooks.
Work with QuickBook Lists.
Setup Inventory.
Sell your Products.
Invoice for Services.
Work with Bank Accounts.
Process Payments.
Enter Expenses and Pay Bills.
Use the EasyStep Interview.
Use Online Banking.
Share files with an Accountant.

QuickBooks Class Timetable

Chicago

Feb 21

* Class almost full ! Class guaranteed to run † Class is full

Detailed Course Outline

Getting Started

Starting QuickBooks
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
Exiting QuickBooks

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
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

Using the EasyStep Interview

Using the EasyStep Interview

Using Online Banking

Setting Up an Internet Connection
Activating Online Services
Viewing, Downloading, and Matching Online Transactions
Creating Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution

Sharing Files with an Accountant

Saving an Accountant’s Copy
Removing Accountant’s Copy Restrictions
Using the Accountant’s Copy File Transfer Service
Importing an Accountant’s Changes

Our outlines are a guide to the content covered on a typical class. We may change or alter the course topics to meet the objectives of a particular class.