Get Going with QuickBooks

2 Days

12 CPD hours

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018.

Upon completion of this course, students will be able to identify the types of information often tracked in business, understand common business terms, enter information into forms and lists, work with the Chart of Accounts, work with inventory and service items, and work with invoices, payments, bills, and bank accounts.

This course is an introduction to QuickBooks.

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 Item 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 Using the Income Tracker
• 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

Using the EasyStep Interview

• Using the EasyStep Interview

Additional course details:

Nexus Humans Get Going with QuickBooks training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.