QuickBooks Training Course Outline

Module One: Overview

  • Desktop vs.Online Version
  • Desktop Version

Module Two: Setting Up Your Company File

  • Using the Easy Step Interview
  • My Company Overview
  • Identifying the Components of the QuickBooks Environment
  • Converting Desktop Data to the Online Version

Module Three: Customizing

  • Preferences
  • Users
  • Chart of Accounts
  • Sample Files
  • Company File Search

Module Four: Customers and Jobs

  • Customers and Jobs
  • Estimates
  • Invoicing From Estimates
  • Invoicing Customers for Products and Services
  • Receiving Customer Payments
  • Making Deposits
  • Creating Credit Memos
  • Creating Customer Statements
  • Income Tracker

Module Five: Vendors

  • Vendors
  • Entering Bills
  • Paying Bills
  • Credit Memos

Module Six: Items and Inventory

  • Items
  • Creating Purchase Orders
  • Receiving Items
  • Creating Bills for Items
  • Paying for Items
  • Manually Adjusting Inventory

Module Seven: QuickBooks Registers

  • Registers
  • Downloading Transactions
  • Creating Entries and Writing Checks
  • Bank Transfers
  • Reconciling

Module Eight: Loans

  • Setting Up Loans
  • Creating Loan Payments
  • Using the Loan Manager

Module Nine: Credit Cards

  • Setting Up Credit Card Accounts
  • Entering Credit Card Transactions
  • Reconciling Credit Cards and Making Payments

Module Ten: Forms

  • Overview of Forms
  • Templates
  • Customizing Forms
  • Layout Designer

Module Eleven: Reports

  • Quick Reports
  • Report Center
  • Creating Reports
  • Collapsing Columns/Rows
  • Customizing Reports
  • Memorizing Reports

Module Twelve: Sales Tax

  • Sales Tax

Module Thirteen: Payroll

  • Overview of Using the Payroll Service
  • Payroll Setup
  • Payroll Items
  • Employees
  • Paying Employees
  • Paying Payroll Taxes

Module Fourteen: Lead Center

  •  Leads

Module Fifteen: Mail Merges

  • Creating a Mail Merge
  • Mail Merge Main Documents

Module Sixteen: Budgets

  • Creating a Budget
  • Budget Reports

Module Seventeen: Additional Features

  • Automated Payment
  • Reminders
  • Searching In QuickBooks
  • Reminders and Alerts
  • Using the QuickBooks Calendar
  • Memorizing Transactions
  • Importing Lists Into New Company Files
  • Vehicle Mileage
  • Combining Emails
  • Backing Up Company Files
  • QuickBooks PC to MAC or Online Conversion
  • Canadian vs. US Version of QuickBooks