QuickBooks Desktop Pro Level 1

Planning Information

The duration of this course is 1 Day. The list price is $350.00.

Description

QuickBooks Desktop Pro is one of the most versatile and powerful accounting programs for small businesses on the market today. This six-hour class will teach students using QuickBooks Desktop Pro how to set up a QuickBooks company; enter account opening balances; create and customize company lists; set up inventory; invoice and process customer payments; enter and pay bills and work with bank accounts.

Intended Audience

This course is best suited for students who want to use QuickBooks Desktop to track the financial activities of a small organization. Our typical students include:

  • Those starting a small business or non-profit
  • Those who need to move their small organization onto QuickBooks
  • Those transitioning to a bookkeeping role

At Completion

After completing this course, students will be able to with QuickBooks Desktop:

  • Navigate the QuickBooks interface and understand (forms, registers, lists and centers)
  • Set up a company
  • Add or edit Chart of Account Items, Customers and Vendors
  • Set up inventory parts, non-inventory parts and service items
  • Invoice for products and / or services
  • Receive payments
  • Enter and pay bills
  • Reconcile a Bank Accounts

Prerequisites

Proficiency with Windows required. Basic understanding of accounting principles is helpful.

Exams & Certifications

n/a

Materials

Digital Microsoft Official Curriculum

Course Outline

Getting Started

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

Setting Up a Company

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

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

Setting Up Inventory

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

Selling Your Product

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

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

Processing Payments

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

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

Entering and Paying Bills

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

This course is also available for private training. Please contact us to learn more.
Register your interest now

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