Description

Duration

2 Days

12 CPD hours

This course is intended for

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018.

Overview

Upon completion of this course, students will be able to identify the types of information often tracked in business, understand common business terms, enter information into forms and lists, work with the Chart of Accounts, work with inventory and service items, and work with invoices, payments, bills, and bank accounts.

This course is an introduction to QuickBooks.

Getting Started

Starting QuickBooks

Setting QuickBooks Preferences

Identifying Components of the QuickBooks Operating Environment

Using QuickBooks Help

Identifying Common Business Terms

Exiting QuickBooks

Setting Up a Company

Creating a QuickBooks Company

Using the Chart of Accounts

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

Setting Up Inventory

Entering Inventory

Ordering Inventory

Receiving Inventory

Paying for Inventory

Manually Adjusting Inventory

Selling Your Product

Creating Product Invoices

Applying Credit to Invoices

Emailing Invoices

Setting Price Levels

Creating Sales Receipts

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

Processing Payments

Displaying the Open Invoices Report Using the Income Tracker

Receiving Payments for Invoices

Making Deposits

Handling Bounced Checks

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

Entering and Paying Bills

Handling Expenses

Using QuickBooks for Accounts Payable

Entering Bills

Paying Bills

Entering Vendor Credit

Using the EasyStep Interview

Using the EasyStep Interview

Additional course details:

Nexus Humans Get Going with QuickBooks training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Get Going with QuickBooks course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

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Get Going with QuickBooks

By Nexus Human

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