Get Going With QuickBooks Workshop w/Carol Whitson

Day 1: Get Going w/QuickBooks
Course Description

Course Objective: You will use the basic features of QuickBooks to record and track your business transactions.

Target Student: This course is designed for persons who have no prior knowledge of how to use QuickBooks, or for persons who are familiar with the software and want to learn about the new features and functionality of QuickBooks 2010.

Prerequisites: To ensure successful completion of QuickBooks 2010, students need to have a basic understanding of the computer operating system.

Course Objectives

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

• explore the QuickBooks interface and access the QuickBooks centers available in QuickBooks 2010 to familiarize yourself with the application.
• set up a company and update the Chart of Accounts using the EasyStep Interview Wizard feature.
• build and manage lists using the options available in the QuickBooks centers.
• manage inventory using the options in the Vendor Center.
• record a product sale in QuickBooks using the options in the Customer Center.
• create invoice for services using the options in the Vendors Center.
• work with bank accounts using the options provided in the Banking section of the QuickBooks interface.

Course Content

Lesson 1: Getting Started with QuickBooks 2010

Topic 1A: Explore the QuickBooks Interface

Topic 1B: Access the QuickBooks Centers

Topic 1C: Use QuickBooks Help

Lesson 2: Entering Company Details

Topic 2A: Create a Company

Topic 2B: Update the Chart of Accounts

Topic 2C: Save a Copy of the Company

Lesson 3: Building QuickBooks Lists

Topic 3A:  Build Employees Lists

Topic 3B: Build Item Lists

Topic 3C: Build Customers and Jobs Lists

Topic 3D: Build Vendors Lists

Topic 3E: Modify Multiple List Entries

Topic 3F: Manage Lists

Lesson 4: Managing Inventory

Topic 4A: Place Purchase Orders

Topic 4B: Record Receipt of Inventory

Topic 4C: Make Payments

Topic 4D: Update Inventory Manually

Lesson 5: Recording Product Sales

Topic 5A: Create a Product Invoice

Topic 5B: Record a Cash Sale

Topic 5C: Prepare a Credit Memo

Topic 5D: Track Customer Payments

Lesson 6: Creating Service Invoices

Topic 6A: Create a Service Invoice

Topic 6B: Record Statement Charges

Topic 6C: Generate a Billing Statement

Lesson 7: Managing Bank Accounts

Topic 7A: Record Deposits

Topic 7B: Pay Using Checks

Topic 7C: Maintain the Check Register

Topic 7D: Transfer Funds Between Accounts

Topic 7E: Reconcile the Accounts

1 Day