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Get Going With QuickBooks 2013 for Windows

Course Code: TLR0811
Length: 2 Days
Tuition: $790.00

Schedule for this Course

There are no dates scheduled for this course.
If you would like to be added to the wait list for this class Click Here

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

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