Introduction to QuickBooks

Evening Class

 

Overview

Quickbooks is one of the most versatile and powerful accounting programs for small business. Students will learn how to set up a Quickbooks company, enter account opening balances, create and customize company lists; set up inventory, invoice for services, process customer payments, and work with bank accounts, and enter and pay bills.

 

Prerequisite

Basic computer skills including Windows operating system. Recommend Computer Literacy or possess equivalent skills.

 

Outline

            1. Getting Started

A. Introduction to Quickbooks

B. Using Navigator List

C. Working with the Menu Bar and Icon Bar

D. Common Business Terms

            2. Setting Up the Company

A. Create Quickbooks Company

B. Using the Chart of Accounts and Entering Opening Balances

            3. Working with Lists

A. Company Lists

B. Employee and Vendor Lists

            4. Inventory

A. Entering Products

B. Ordering Products

C. Receiving Inventory

D. Inventory Adjustments

            5. Selling Products

A. Creating Invoices

B. Cash Sales

            6. Invoicing for Services

A. Setting Up a Service Item

B. Changing an Invoice

C. Entering Statement Charges

D. Billing Statements

            7. Payment Processing

A. Receiving Payments

B. Making Deposits

            8. Bank Accounts

A. Writing a Quickbooks Check

B. Bank Account Registers

C. Entering a Manual Check

D. Transfers

E. Reconciling Checking Accounts

            9. Entering and Paying Bills

A. Handling Expenses

B. Entering and Paying Bills