Glen Oaks Community College Customized Training

Get Going With QuickBooks® 2017 for Windows (Introduction)

  • 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 Kristine Stevens 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 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 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 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


Return to Course Offerings