This course reviews the basic features and functionality of Intuit's desktop software application. This course is designed to help address various challenges faced by students learning to use QuickBooks and will be run on the QuickBooks 2021 software version.
Prerequisites:
Basic proficiency in the Windows operating system in addition to a basic understanding of accounting practices is recommended. For individuals with limited or no accounting background we also recommend taking our self-study on-demand class:
- Accounting On-Demand: Introduction to Business Accounting, Bookkeeping & Payroll.Course Outline:
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
Using the EasyStep Interview
- Using the EasyStep Interview
- Review