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QuickBooks Training: Introduction

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QuickBooks® Training: Introduction
(Public class max is 5 students)


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** CPE units available for this course. Please call us or state this request on the online registration form.

quickbooks training


Day 1 - QuickBooks Training: Introduction (QuickBooks Pro)

This course is an introduction on how to use QuickBooks to best meet the needs of your business. The main objective is to introduce you to QuickBooks basic features and give you an opportunity for hands-on practice. You will learn about the types of information you need to track in your business, and how to enter that information and track it in QuickBooks. By the time you complete the course, you will have a good idea of how an accounting software package can save time and help organize business finances. When you are ready to use QuickBooks, you will be familiar with the most common tasks and will know where to find information about more advanced features.

Course Objective: You will examine how to use QuickBooks to best meet the needs of your business, by being introduced to its basic features.

QuickBooks Training Performance-Based Objectives

Upon successful completion of the QuickBooks Introduction and Intermediate Course, students will be able to:

  • Set up a company.
  • Work with lists.
  • Set up inventory.
  • Sell their product.
  • Invoice for services.
  • Process payments.
  • Work with bank accounts.
  • Enter and pay bills.
  • Use the EasyStep Interview.
  • Use online banking.

QuickBooks Training: Course Content

Lesson 1: 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

Lesson 2: Setting Up a Company

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

Lesson 3: 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

Lesson 4: Setting Up Inventory

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

Lesson 5: Selling Your Product

Creating Product Invoices
Making Cash Sales

Lesson 6: Invoicing for Services

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

Lesson 7: Processing Payments

Receiving Payments for Invoices
Making Deposits
Printing Statements

Lesson 8: Working with Bank Accounts

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

Lesson 9: Entering and Paying Bills

Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills

Appendix A: Using the EasyStep Interview

Using the EasyStep Interview

Appendix B: Using Online Banking

Setting Up an Internet Connection
Activating Accounts
Reading Online Statements
Creating Online Payments
Submitting Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution