Performance-Based Objectives
Covered in the Class:
- Set up a company
- Work with lists
- Set up inventory
- Sell your product
- Invoice for services
- Process payments
- Work with bank accounts
- Enter and pay bills
- Use the EasyStep Interview
Date: November 30, 2018
Time: 8:00 am to 5:00 pm
Price: $200
Location: Glen Oaks Community College – Computer room 22A
Lunch is provided.
Class size is limited to 15 participants, minimum of 10 participants to run this program
Contact Paul Aivars by November 12, 2018 to RSVP.
Course Content:
- Lesson 1: Getting Started
- Topic 1A: Starting QuickBooks
- Topic 1B: Setting QuickBooks Preferences
- Topic lC: Identifying Components of the QuickBooks Operating Environment
- Topic 1D: Using QuickBooks Help
- Topic 1G: Identifying Common Business Terms
- Topic 1H: Setting Up QuickBooks in Multi-User Mode
- Topic 1I: Updating QuickBooks
- Topic lJ: Backing Up and Restoring a Company File
- Topic 1K: Exiting QuickBooks
- Topic lL: Review
- Lesson 2: Setting Up a Company
- Topic 2A: Creating a QuickBooks Company
- Topic 2B: Using the Chart of Accounts
- Topic 2C: Setting Up a Password
- Topic 2D: Setting a Closing Date
- Topic 2E: Review
- Lesson 3: Working with Lists
- Topic 3A: Creating Company Lists
- Topic 3B: Working with the Customers & Jobs List
- Topic 3C: Working with the Employees List
- Topic 3D: Working with the Vendors List
- Topic 3E: Working with the Items List
- Topic 3F: Working with Other Lists
- Topic 3G: Managing Lists
- Topic 3H: Review
- Lesson 4: Setting Up Inventory
- Topic 4A: Entering Inventory
- Topic 4B: Ordering Inventory
- Topic 4C: Receiving Inventory
- Topic 4D: Paying for Inventory
- Topic 4E: Manually Adjusting Inventory
- Topic 4F: Review
- Lesson 6: Invoicing for Services
- Topic 5A: Creating Product Invoices
- Topic 5B: Applying Credit to Invoices
- Topic 5C: Emailing Invoices
- Topic 5D: Setting Price Levels
- Topic 5E: Creating Sales Receipts
- Topic 5F: Review
- Lesson 5: Selling Your Product
- Topic 6A: Setting Up a Service Item
- Topic 6B: Changing the Invoice Format
- Topic 6C: Creating a Service Invoice
- Topic 6D: Editing an Invoice
- Topic 6E: Voiding an Invoice
- Topic 6F: Deleting an Invoice
- Topic 6G: Entering Statement Charges
- Topic 6H: Creating Billing Statements
- Topic 6I: Review
- Lesson 7: Processing Payments
- Topic 7A: Displaying the Open Invoices Report
- Topic 7B: Using the Income Tracker
- Topic 7C: Receiving Payments for Invoices
- Topic 7D: Making Deposits
- Topic 7E: Handling Bounced Checks
- Topic 7F: Review
- Lesson 8: Working with Bank Accounts
- Topic 8A: Writing a QuickBooks Check
- Topic 8B: Voiding a QuickBooks Check
- Topic 8C: Using Bank Account Registers
- Topic 8D: Entering a Handwritten Check
- Topic 8E: Transferring Funds Between Accounts
- Topic 8F: Reconciling Checking Accounts
- Topic 8G: Review
- Lesson 9: Entering and Paying Bills
- Topic 9A: Handling Expenses
- Topic 9B: Using QuickBooks for Accounts Payable
- Topic 9C: Entering Bills
- Topic 9D: Paying Bills
- Topic 9E: Entering Vendor Credit
- Topic 9F, Review
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