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