QuickBooks Level 1

Hours: 6.00 | Estimated Cost: $195.00

Focus on the fundamentals and features of QuickBooks® 2019 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

  
  
• Benefits & Outcomes
  • Manage your organization's financials easily and successfully by streamlining the bookkeeping process
  • Increase your skill set when it comes to accounting, boost your ability to run a business effectively and learn to better utilize the QuickBooks software

  
  
• Training Outline

  **Getting Started**

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Identifying Components of the QuickBooks Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks

  
  

  **Setting Up a Company**

  • Creating a QuickBooks Company
  • Using the Chart of Accounts

  
  

  **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 Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory

  
  

  **Selling Your Product**

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

  
  

  **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
  • 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