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QuickBooks 2013-Level 1

Focus on the fundamentals and features of QuickBooks 2013 to manage an organization’s financials. Participants explore QuickBooks interface and QuickBooks centers. Learn to set up a company and update the Chart of Accounts, build and manage lists, manage inventory using the Vendor Center, record a product sale, create an invoice for services and work with bank accounts. Prerequisite: Basic knowledge of Windows® is recommended.


Additional Information

Learn About
  • QuickBooks basics
  • Setting up a company
  • Working with lists
  • Setting Up Inventory
  • Selling Your Product
  • Invoicing for services
  • Sharing files
Training Outline

**Getting Started**

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Identifying Components of the QuickBooks Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Setting Up QuickBooks in Muli-User Mode
  • Updating QuickBooks
  • Backing Up and Restoring a Company File
  • Exiting QuickBooks

** Setting Up a Company**

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • Setting Up a Password
  • Setting a Closing Date

** Working with Lists**

  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Items List
  • Working with Other Lists
  • Managing Lists

** Setting Up Inventory**

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

**Selling Your Product**

  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Making Cash Sales

** Invoicing for Services**

  • Setting Up a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Editing an Invoice
  • Voiding an Invoice
  • Deleting an Invoice
  • Entering Statement Charges
  • Creating Billing Statements

** Processing Payments**

  • Displaying the Open Invoices Report
  • Using the Collections Center
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks

** Working with Bank Accounts**

  • Writing a QuickBooks Check
  • Voiding 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
  • Entering Vendor Credit
Business and Industry Services

Fox Valley Technical College
Business & Industry Services
D. J. Bordini Center
5 N. Systems Drive
P.O. Box 2277
Appleton, WI 54912-2277

bi.services@fvtc.edu
www.fvtc.edu/bis

P: 888-458-0449
P: 920-735-2525
F: 920-735-4771


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