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QuickBooks 2015 - Get Going with QuickBooks

Course Overview

This training guide is dedicated to providing you with a flexible, high-performance learning system.

Course Objectives

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 Outline

1 - Before You Get Started

  • Introduction
  • How to Use This Guide
  • Prerequisites
  • System Requirements
  • Customized Settings for This Guide
  • Training Objectives
  • The Training CD
  • Evaluation Criteria
  • Ordering Training Guides

2 - Getting Started

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Identifying Components of the QuickBooks
  • Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks
  • Review

3 - Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • Review

4 - Working with Lists

  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Item List
  • Working with Other Lists
  • Managing Lists
  • Review

5 - Setting up Inventory

  • Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
  • Review

6 - Selling Your Product

  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts
  • Review

7 - Invoicing for Services

  • Setting Up a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Editing an Invoice
  • Voiding an Invoice
  • Deleting an Invoice
  • Entering Statement Charges
  • Creating Billing Statements
  • Review

8 - Processing Payments

  • Displaying the Open Invoices Report
  • Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks
  • Review

9 - Working with Bank Accounts

  • Writing a QuickBooks Check
  • Voiding a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds Between Accounts
  • Reconciling Checking Accounts
  • Review

10 - Entering and Paying Bills

  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit
  • Review

11 - Using the EasyStep Interview

  • Using the EasyStep Interview
  • Review

Enroll Today

This is a 2-day class

Price: $790.00
Payment Options

ILT Instructor‑Led Training

OLL Online LIVE

GTR  Guaranteed to Run

Class times are listed Eastern time. This class is available for Private Group Training

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