Home Services Page News Page Table of Contents Certifications
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Home Services Page News Page Table of Contents Certifications
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§ To gain an overview of the course and the topics to be covered § To know how QuickBooks works and how you can get around in QuickBooks § To learn common business terms used by QuickBooks § To see how to exit QuickBooks § To discuss decisions that must be made before using QuickBooks § To create a new QuickBooks company using the EasyStep Interview § To set QuickBooks preferences in the Interview § To record the opening balance for a checking account § To enter customers, jobs, vendors, accounts, and items § To practice using the QuickBooks Help tools
§ To edit the company chart of accounts § To add a new customer to the Customers & Jobs list § To add a new vendor to the Vendor list § To learn about custom fields, and to practice adding custom fields § To see how to manage lists in QuickBooks § To learn how to work with registers for QuickBooks bank accounts § To demonstrate how to open a register § To learn the features common to all registers § To learn when and how to make entries directly in the register § To demonstrate how to reconcile a QuickBooks bank account
§ To introduce the other account types available in QuickBooks § To learn how to track credit card transactions in QuickBooks § To reconcile a credit card account § To see how to make a credit card payment § To discuss the different types of asset and liability accounts you can create § To introduce the subject of equity and QuickBooks equity accounts § To learn about the different formats available for sales forms § To save sales and purchase forms in Portable Document Format (PDF) § To practice creating a new invoice § To learn the purpose and use of the QuickBooks Item list § To see how QuickBooks records the information you enter on sales forms § To memorize an invoice transaction for reuse § To add a new item to the Item list § To add a new price level to the Price Level list § To associate a price level with a customer § To generate reminder statements
§ To learn how to record customer payments in QuickBooks § To learn how to handle customer discounts, partial payments, overpayments, or down payments § To see how to record a deposit in QuickBooks, and learn how QuickBooks treats the deposit behind the scenes § To learn how to enter cash back from a deposit in QuickBooks § To learn how to process credit cards § To discuss the different ways you can handle bills in QuickBooks § To learn how to enter a bill in QuickBooks § To use the Pay Bills window to pay a bill in QuickBooks § To learn how to enter a discount on a bill from a vendor
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