Learning Objective
This course is an introduction to QuickBooks. Its main objective is to introduce
you to the basic features in QuickBooks and give you an opportunity for hands-on
practice. You'll learn about the types of information you need to track
in your business, and you'll see how to enter that information and
track it in QuickBooks. By the time you complete the course, you'll
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.
Agenda
Lesson 1 - Getting Started
Lesson 2 - Setting Up QuickBooks
Lesson 3 - Working With Lists
Lesson 4 - Working With Bank Accounts
Lesson 5 - Using Other Accounts In QuickBooks
Lesson 6 - Entering Sales Information
Lesson 7 - Receiving Payments and Making Deposits
Lesson 8 - Entering and Paying Bills
Lesson 1 - Getting Started Objectives
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
Lesson 2 - Setting Up QuickBooks Objectives
To discuss some of the decisions you need to make 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 practice using the QuickBooks Help tools
Lesson 3 - Working With Lists Objectives
To edit the company chart of accounts
To add a new customer to the Customer:Job 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
Lesson 4 - Working With Bank Accounts Objectives
To learn how to work with the 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
Lesson 5 - Using Other Accounts In QuickBooks Objectives
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 and see how to track assets and liabilities in QuickBooks
To introduce the subject of equity and QuickBooks equity accounts
Lesson 6 - Entering Sales Information Objectives
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 create invoice letters
To generate reminder statements
To create sales orders
Lesson 7 - Receiving Payments and Making Deposits
Objectives
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
To learn how to enter cash back from a deposit in QuickBooks
Lesson 8 - Entering and Paying Bills Objectives
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
Who Should Attend
Business owners, managers, accountants, and bookkeepers
Course Dates
Tuesday, January 20, 2009
Course Location
University of Phoenix
3080 Gentry Way, #150
Meridian, ID
Course Time
8:00 am to 12:00 pm
Guarantee
This course comes with our unconditional guarantee to meet your expectations
or you receive a full refund. If you are not satisfied with this course as
of the lunch break, please return your materials to the instructor. Refunds
are processed within 30 days.
Course Fee
$79 (Register by Tuesday, January 13, 2009)
$99 (Register after Tuesday, January 13, 2009)
Course fee includes our QuickBooks Accounting Beginning training manual
Please note: Seating is limited and our courses fill quickly. If you want
to attend, please register early.
Registration
To register, click the Add to Cart button below.
For more information, complete our Online Form or call 208-378-4652.
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QuickBooks Accounting Beginning