QuickBooks Classes

 

 

This QuickBooks training class/classes is an introduction to QuickBooks. The main objective is to provide you with an understanding of how QuickBooks really works. In these training classes you will learn the correct way of handling your company sales and see how to enter that information and track it in QuickBooks. Not only will you see how to handle your sales information but you will also learn how to handle your Accounts Payable. By the time you complete the training class, you will have a good idea of all that QuickBooks offers, you’ll be familiar with the most common tasks, and you’ll know where to find information about more advanced features. This training class gives you an opportunity to learn QuickBooks the right way and avoid the most common mistakes that new QuickBooks users make. The training material was developed by Intuit, Inc. the maker of QuickBooks Software and includes a detail QuickBooks Class Training manual with step by step instructions on material covered in the training class and is downloadable in PDF format.

Course Introduction

Intorducing QuickBooks

Getting Around in QuickBooks

All the Accounting You Need to Know

Exiting QuickBooks

Lesson 2: Setting up QuickBooks

Lesson Objectives

Creating a QuickBoks Company

Entering Company Info

Customizing QuickBooks for Your Business

Setting Up Your Business Accounting

Completing Company File Setup

Getting Help While Using QuickBooks

Closing the Company file

Lesson 3: Working with Lists

Lesson Objectives

Using QuickBooks lists

Editing the Chart of Accounts

Working with the Customer & Job List

Working with the Vendor Center

 Adding Custom Fields

Lesson 4: Working with Bank Accounts

Lesson Objectives

Writing a QuickBooks check

Using Bank Account Registers

Entering a Hand Written Check

Transferring Money Between Accounts

Lesson 5: Using Other Accounts in QuickBooks

Lesson Objectives

Other Acount Types in QuickBooks

Tracking Credit Cards Transactions

Working with Asset Accounts

Working with Liability Accounts

Lesson 6: Entering Sales Information

Lesson Objectives

Using Sales Forms in QuickBooks

Filling in a Sales Form

Memorizing a Sale

Entering a New Service Item

Using multiple Price Levels

Reminding Customer of Overdue Payments

Processing Sales Orders

Lesson 7: Receiving Payments & Making Deposits

Lesson Objectives

Recording Customer Payment

Making Deposits

Lesson 8: Entering & Paying Bills

Lesson Objective

Handling Bills in QuickBooks

Using QuickBooks for Account Payable

Entering Bills

Lesson 9: Analyzing Financial Data

Lesson Objectives

Reports & Graphs – Helps You Understand Your Business

Creating Quick Reports

Creating & Customizing Preset Reports

Saving Report Settings

Print Reports

Exporting Reports to Microsoft Excel

Lesson 10: Setting up Inventory

Leson Objective

Turning on the Inventory Feature

Entering Products into Invemtory

Ordering Products

Receiving Inventory

Entering a Bill for Inventory

Manually Adjusting Inventory

Tracking Finished Goods

Lesson 11: Tracking & Paying Sales Tax

Lesson Objective

Overview of Sales Tax in QuickBooks

Setting Up Your Tax Rates & Agencies

Applying Tax to Each Sales

Determening What You Owe

Lesson 12: Doing Payroll With QuickBooks

Lesson Objectives

Overview of Payroll Tracking

Setting Up for Payroll

Setting Up Employee Payroll Information

Running a Payroll Schedule

Tracking Your Tax Liabilities

Paying Payroll Taxes