QuickBooks Training Classes

Lesson 1—Getting started

• Course introduction
• Introducing QuickBooks
• Getting around in QuickBooks
• All the accounting you need to know
• Exiting QuickBooks
• Moving between company files

• Creating a QuickBooks company
• Entering company info
• Setting up QuickBooks preferences
• Choosing a start date
• Setting up income and expense accounts
• Providing details about your income
• Entering opening balances
• Finishing the Interview
• Getting help while using QuickBooks

• Using QuickBooks lists
• Editing the chart of accounts
• Working with the Customer:Job list
• Working with the Employee list
• Working with the Vendor list
• Adding custom fields
• Managing lists

• Writing a QuickBooks check
• Using bank account registers
• Entering a handwritten check
• Transferring money between accounts
• Reconciling checking accounts

• Using other account types in QuickBooks
• Tracking credit card transactions
• Working with asset accounts
• Working with liability accounts
• Understanding equity accounts

• Using sales forms in QuickBooks
• Filling in a sales form
• Memorizing a sale
• Entering a new service item
• Using multiple price levels
• Using statements to bill customers
• Processing sales orders

• Recording customer payments
• Making deposits

• Handling bills in QuickBooks
• Using QuickBooks for accounts payable
• Entering bills
• Paying bills

• Reports and graphs help you understand your business
• Creating QuickReports
• Creating and customizing preset reports
• Saving report settings
• Printing reports
• Exporting reports to Microsoft Excel
• Creating QuickInsight graphs

• Turning on the inventory feature
• Entering products into inventory
• Ordering products
• Receiving inventory
• Entering a bill for inventory
• Manually adjusting inventory
• Tracking finished goods

• Overview of sales tax in QuickBooks
• Setting up your tax rates and agencies
• Applying tax to each sale
• Determining what you owe
• Paying your tax agencies

• Overview of payroll tracking
• Setting up for payroll
• Setting up employee payroll information
• Writing a paycheck
• Tracking your tax liabilities
• Paying payroll taxes

• Creating jobs and estimates
• Writing an estimate
• Creating multiple estimates
• Creating an invoice from an estimate
• Displaying reports for estimates
• Updating job status

• Tracking time
• Invoicing a customer based on time
• Displaying project reports for time tracking
• Paying nonemployees for time worked

• About QuickBooks forms
• Customizing invoices
• Designing custom layouts for forms
• Using QuickBooks Letters