Get Going With QuickBooks
Full Day(6 hours)
Computer lab classrooms provides you with hands on practice while you learn QuickBooks for windows at these training seminars. Instructors teach QuickBooks using QuickBooks Pro 2006. QuickBooks Pro & Premier users will find this course and excellent place for initial training. The class will cover the basics of Pro and Premier editions. If you own a newer or older version of QuickBooks, there will be slight differences in navigation but the concepts and transaction entry remain the same. If you want to learn how to use QuickBooks, these are the classes you will want to attend. Click here to download a PDF with screen shots of your version to bring to class for cross-referencing. If you have any questions about the training, call us at 800-216-0763.
QuickBooks Course Description
This course is an introduction on how to use QuickBooks to best meet the needs of your business. The main objective is to introduce you to QuickBooks’s basic features and give you an opportunity for hands-on practice. You will learn about the types of information you need to track in your business, and how to enter that information and track it in QuickBooks. By the end of the day, you will have a good idea of how an accounting software package can save time and help organize business finances. When you are ready to use QuickBooks, you will be familiar with the most common tasks and will know where to find information about more advanced features.
QuickBooks Seminar Objective: You will examine how to use QuickBooks to best meet the needs of your business, by being introduced to its basic features.
Target QuickBooks User: This course is designed for a person with no prior knowledge of how to use QuickBooks or someone familiar with the software who wants to learn new features and functionality of this version.
Class Prerequisites: You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.
Performance-Based Objectives for learning QuickBooks
Upon successful completion of this course, students will be able to:
• Set up a company.
• Work with lists.
• Set up inventory.
• Sell their product.
• Invoice for services.
• Process payments.
• Work with bank accounts.
• Enter and pay bills.
• Use the EasyStep Interview.
• Use online banking.
Training Content for Day 1: Getting Started with QuickBooks
Lesson 1: Getting Started
Starting QuickBooks
Identifying Components of the QuickBooks
Operating Environment
Opening QuickBooks Centers
Opening Other QuickBooks Windows
Identifying Common Business Terms
Setting Up QuickBooks in Multi-User Mode
Exiting QuickBooks
Lesson 2: Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts
Entering Account Opening Balances
Lesson 3: Working with Lists
Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Adding Customized Fields
Managing Lists
Lesson 4: Setting Up Inventory
Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Lesson 5: Selling Your Product
Creating Product Invoices
Making Cash Sales
Lesson 6: Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements
Lesson 7: Processing Payments
Receiving Payments for Invoices
Making Deposits
Printing Statements
Lesson 8: Working with Bank Accounts
Writing a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Appendix A: Using the EasyStep Interview
Using the EasyStep Interview
Appendix B: Using Online Banking
Setting Up an Internet Connection
Activating Accounts
Reading Online Statements
Creating Online Payments
Submitting Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution
Will I learn what I need to know if I have a different QuickBooks version?
We are confident that you will find these classes useful if you are using QuickBooks 2005 or later edition. Below is a brief description of the differences between versions and if you still have questions, please call us at 800-216-0763.
QuickBooks Premier and Pro Users may attend this class, the interface and navigation is identical in both versions. In fact you will hard pressed to notice any difference. QuickBooks Premier has the following features which will not be covered in this class:
Tracks sales orders, inventory components and finished goods or "assemblies".
Create forecasts and business plans and budgets in QuickBooks
Customize prices - up to 100 different prices levels per item by percent.
Industry specific reports
Fulfillment worksheet for wholesalers and manufacturers
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Training Seminar Schedule
QuickBooks 2005 users may attend this QuickBooks seminar and gain a better understanding of how QuickBooks 2005 works. Version 2006 did change the navigation screens (the icons for clicking to get to a transaction type or customer/vendor information) but the data entry screens are primarily the same. If you come to this class using QuickBooks 2005 click here to print a list of menu selections from your version for easy cross reference.
QuickBooks 2007, 2008, 2009 users may attend this QuickBooks class and gain a better understanding of how QuickBooks 2007 works. Version 2007 has the same navigation and underlying data entry screens as Version 2006. QuickBooks 2007 has changed payroll processing data entry. But Payroll processing is not part of this course.
Below is a listing of the features changes in each version since 2005.
