Friday, May 12, 2017 from 8:30 AM to 4:30 PM EDT
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2292 South Highway 27
Somerset, KY 42501

Cost: $99


Robyn R. Phillips
The Center for Rural Development 

Driving Directions


Get Going with QuickBooks w/Carol Whitson 


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 2013.

Prerequisites: To ensure successful completion of QuickBooks 2013, 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 2013 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 2013Topic
Topic 1B: Explore the QuickBooks Interface

Topic 1C: Access the QuickBooks Centers
Use QuickBooks Help

Lesson 2: Entering Company DetailsTopic
Topic 2B: Create a Company

Topic 2C: Update the Chart of Accounts
Save a Copy of the Company

Lesson 3: Building QuickBooks ListsTopic
Topic Build Employees Lists
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 InventoryTopic
Place Purchase Orders
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