QuickBooks 2013 - Get Going with QuickBooks

Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills.

Course Outline

1 - Getting Started

• Starting QuickBooks
• Setting QuickBooks Preferences
• Identifying Components of the QuickBooks Operating Environment
• Using QuickBooks Help
• Identifying Common Business Terms
• Setting Up QuickBooks in Multi-User Mode
• Updating QuickBooks
• Backing Up and Restoring a Company File
• Exiting QuickBooks

2 - Setting up a Company

• Creating a QuickBooks Company
• Using the Chart of Accounts
• Setting Up a Password
• Setting a Closing Date

3 - 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 Items List
• Working with Other Lists
• Managing Lists

4 - Setting up Inventory

• Entering Products into Inventory
• Ordering Products
• Receiving Inventory
• Paying for Inventory
• Manually Adjusting Inventory

5 - Selling Your Product

• Creating Product Invoices
• Applying Credit to Invoices
• E-mailing Invoices
• Setting Price Levels
• Making Cash Sales

6 - 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

7 - Processing Payments

• Displaying the Open Invoices Report
• Using the Collections Center
• Receiving Payments for Invoices
• Making Deposits
• Handling Bounced Checks

8 - 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

9 - Entering and Paying Bills

• Handling Expenses
• Using QuickBooks for Accounts Payable
• Entering Bills
• Paying Bills
• Entering Vendor Credit