QBP101 : QuickBooks for Windows
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This course is an introduction on how to use QuickBooks to best meet the needs of your business. The main objective is to introduce you to QuickBooks?s basic features and give you an opportunity for hands-on practice. You will learn about the types of information you need to track in your business, and how to enter that information and track it in QuickBooks. By the time you complete the course, you will have a good idea of how an accounting software package can save time and help organize business finances. When you are ready to use QuickBooks, you will be familiar with the most common tasks and will know where to find information about more advanced features.

Audience

This course is designed for a person with no prior knowledge of how to use QuickBooks or someone familiar with the software who wants to learn new features and functionality of this version.

Course Prerequisite

Upon successful completion of this course, students will be able to:

  • Set up a company.
  • Work with lists.
  • Set up inventory.
  • Sell their product.
  • Invoice for services.
  • Process payments.
  • Work with bank accounts.
  • Enter and pay bills.
  • Use the EasyStep Interview.
  • Use online banking.

Lesson 1: Getting Started

Starting QuickBooks

Identifying Components of the QuickBooks

Operating Environment

Opening QuickBooks Centers

Opening Other QuickBooks Windows

Identifying Common Business Terms

Setting Up QuickBooks in Multi-User Mode

Exiting QuickBooks

 

Lesson 2: Setting Up a Company

Creating a QuickBooks Company

Using the Chart of Accounts

Entering Account Opening Balances

 

Lesson 3: Working with Lists

Creating Company Lists

Working with the Customers & Jobs List

Working with the Employees List

Working with the Vendors List

Adding Customized Fields

Managing Lists

 

Lesson 4: Setting Up Inventory

Entering Products into Inventory

Ordering Products

Receiving Inventory

Paying for Inventory

Manually Adjusting Inventory

 

Lesson 5: Selling Your Product

Creating Product Invoices

Making Cash Sales

 

Lesson 6: Invoicing for Services

Setting Up a Service Item

Changing the Invoice Format

Creating a Service Invoice

Entering Statement Charges

Creating Billing Statements

 

Lesson 7: Processing Payments

Receiving Payments for Invoices

Making Deposits

Printing Statements

 

Lesson 8: Working with Bank Accounts

Writing a QuickBooks Check

Using Bank Account Registers

Entering a Handwritten Check

Transferring Funds Between Accounts

Reconciling Checking Accounts

 

Lesson 9: Entering and Paying Bills

Handling Expenses

Using QuickBooks for Accounts Payable

Entering Bills

Paying Bills

Regular Price Feature List
  • Microsoft authorized courseware
Online Price Feature List
  • Job Placement Assistance
  • Onsite Testing Center
  • Training Books
Special Price Feature List
  • Hotel & Airfare
  • State of the Art Facilities
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