Get Going with QuickBooks 2015

Course Description

Course length: 1 day

Overview

This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

Prerequisites:  

You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Delivery Method:  

Instructor-led

Performance-Based Objectives
  • Set up a company
  • Work with lists
  • Set up inventory
  • Sell your product
  • Invoice for services
  • Process payments
  • Work with bank accounts
  • Enter and pay bills
  • Use the EasyStep Interview

 

Course Content

Getting Started 1

Topic 1A: Starting QuickBooks

Topic 1B: Setting QuickBooks Preferences

Topic 1C: Identifying Components of the QuickBooks

Topic 1D: Operating Environment

Topic 1E: Using QuickBooks Help

Topic 1F: Identifying Common Business Terms

Topic 1G: Exiting QuickBooks

Topic 1H: Review

 

Setting Up a Company 2

Topic 2A: Creating a QuickBooks Company

Topic 2B: Using the Chart of Accounts

Topic 2C: Review

 

Working with Lists 3

Topic 3A: Creating Company Lists

Topic 3B: Working with the Customers & Jobs List

Topic 3C: Working with the Employees List

Topic 3D: Working with the Vendors List

Topic 3E: Working with the Item List

Topic 3F: Working with Other Lists

Topic 3G: Review

 

Setting Up Inventory 4

Topic 4A: Entering Inventory

Topic 4B: Ordering Inventory

Topic 4C: Receiving Inventory

Topic 4D: Paying for Inventory

Topic 4E: Manually Adjusting Inventory

Topic 4G: Review

 

Selling Your Product 5

Topic 5A: Creating Product Invoices

Topic 5B: Applying Credit to Invoices

Topic 5C: Emailing Invoices

Topic 5D: Setting Price Levels

Topic 5E: Creating Sales Receipts

Topic 5F: Review

 

Invoicing for Services 6

Topic 6A: Setting up a Service Item

Topic 6B: Changing the Invoice Format

Topic 6C: Creating a Service Invoice

Topic 6D: Editing an Invoice

Topic 6E: Voiding an Invoice

Topic 6F: Deleting an Invoice

Topic 6G: Entering Statement Charges

Topic 6H: Creating Billing Statements

Topic 6I: Review

 

Processing Payments 7

Topic 7A: Displaying the Open Invoices Report

Topic 7B: Using the Income Tracker

Topic 7C: Receiving Payments for Invoices

Topic 7D: Making Deposits

Topic 7E: Handling Bounced Checks

Topic 7F: Review

 

Working with Bank Accounts 8

Topic 8A: Writing a QuickBooks Check

Topic 8B: Voiding a QuickBooks Check

Topic 8C: Using Bank Account Registers

Topic 8D: Entering a Handwritten Check

Topic 8E: Transferring Funds Between Accounts

Topic 8F: Reconciling Checking Accounts

Topic 8G: Review

 

Entering and Paying Bills 9

Topic 9A: Handling Expenses

Topic 9B: Using QuickBooks for Accounts Payable

Topic 9C: Entering Bills

Topic 9D: Paying Bills

Topic 9E: Entering Vendor Credit

Topic 9F: Review

 

Using the EasyStep Interview A

Using the EasyStep Interview