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Get Going with QuickBooks 2015 - Course Information
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Name: Get Going with QuickBooks 2015
Category: QuickBooks
Length (Days): 2
Course Price (CAD): 1000
Description:
Prerequisites:
Previous knowledge of this application is not required.

Participants should have basic Windows operating skills (Computers 101 class or equivalent). This includes understanding the basic operation of a mouse and keyboard, being able to navigate the Windows hierarchy, as well as being able to open and close files in an application.
Outline:
1 - GETTING STARTED

Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks
Review

2 - SETTING UP A COMPANY

Creating a QuickBooks Company
Using the Chart of Accounts
Review

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 Item List
Working with Other Lists
Managing Lists
Review

4 - SETTING UP INVENTORY

Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Review

5 - SELLING YOUR PRODUCT

Creating Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Creating Sales Receipts
Review

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
Review

7 - PROCESSING PAYMENTS

Displaying the Open Invoices Report
Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks
Review

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
Review

9 - ENTERING AND PAYING BILLS

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

10 - USING THE EASYSTEP INTERVIEW

Using the EasyStep Interview
Review

Actual course outline may vary depending on offering center. Contact your sales representative for more information.
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