Get Going With QuickBooks 2013 for Windows

Schedule for this Course

There are no dates scheduled for this course.
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Course Description:

Performance-Based Objectives

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

Prerequisites

You can successfully complete this training without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Course Outline:

Lesson 1: Getting Started

Topic 1A: Starting QuickBooks

Topic 1B: Setting QuickBooks Preferences

Topic 1C: Identifying Components of the QuickBooks Operating Environment

Topic 1D: Using QuickBooks Help

Topic 1G: Identifying Common Business Terms

Topic 1H: Setting Up QuickBooks in Multi-User Mode

Topic 1I: Updating QuickBooks

Topic 1J: Backing Up and Restoring a Company File

Topic 1K: Exiting QuickBooks

Topic 1L: Review

Lesson 2: Setting Up a Company

Topic 2A: Creating a QuickBooks Company

Topic 2B: Using the Chart of Accounts

Topic 2C: Setting Up a Password

Topic 2D: Setting a Closing Date

Topic 2E: Review

Lesson 3: Working with Lists

Topic 3A: Creating Company Lists

Topic 3B: Working with the Customers & Jobs List

Topic 3C: Working with the Employees List

Topic 3D: Working with the Vendors List

Topic 3E: Working with the Items List

Topic 3F: Working with Other Lists

Topic 3G: Managing Lists

Topic 3H: Review

Lesson 4: Setting Up Inventory

Topic 4A: Entering Products into Inventory

Topic 4B: Ordering Products

Topic 4C: Receiving Inventory

Topic 4D: Paying for Inventory

Topic 4E: Manually Adjusting Inventory

Topic 4F: Review

Lesson 5: Selling Your Product

Topic 5A: Creating Product Invoices

Topic 5B: Applying Credit to Invoices

Topic 5C: E-mailing Invoices

Topic 5D: Setting Price Levels

Topic 5E: Making Cash Sales

Topic 5F: Review

Lesson 6: Invoicing for Services

Topic 6A: Setting Up a Service Item

Topic 6B: Changing the Invoice Format

Topic 6C: Creating a Service Invoice

Topic 6D: Editing an Invoice

Topic 6E: Voiding an Invoice

Topic 6F: Deleting an Invoice

Topic 6G: Entering Statement Charges

Topic 6H: Creating Billing Statements

Topic 6I: Review

Lesson 7: Processing Payments

Topic 7A: Displaying the Open Invoices Report

Topic 7B: Using the Collections Center

Topic 7C: Receiving Payments for Invoices

Topic 7D: Making Deposits

Topic 7E: Handling Bounced Checks

Topic 7F: Review

Lesson 8: Working with Bank Accounts

Topic 8A: Writing a QuickBooks Check

Topic 8B: Voiding a QuickBooks Check

Topic 8C: Using Bank Account Registers

Topic 8D: Entering a Handwritten Check

Topic 8E: Transferring Funds Between Accounts

Topic 8F: Reconciling Checking Accounts

Topic 8G: Review

Lesson 9: Entering and Paying Bills

Topic 9A: Handling Expenses

Topic 9B: Using QuickBooks for Accounts Payable

Topic 9C: Entering Bills

Topic 9D: Paying Bills

Topic 9E: Entering Vendor Credit

Topic 9F: Review

Appendix A: Using the EasyStep Interview

Using the EasyStep Interview

Review