Course Description

Depending on the type of business you have, you may need to invoice customers, record customer payments, pay bills to vendors, and manage inventory. QuickBooks is a tool you can use to automate the tasks that you already perform as a business owner or bookkeeper. 

This workshop is an introduction on how to use QuickBooks to best meet your business needs. The main objective is to introduce you to QuickBooks’ basic features and give you an opportunity for hands on practice. By the time you complete this workshop you will have a good idea of how an accounting software package can save time and help organize business finances. You will be familiar with the most common tasks and will know where to find information about more advanced features.

Course Outline

Lesson 1: Getting Started
Topic 1A: Starting QuickBooks
Topic 1B: Setting QuickBooks Preferences
Topic 1C: Identifying Components of the QuickBooks Operating Environment
Topic 1D: The QuickBooks Home Page
Topic 1E: The Company Snapshot
Topic 1F: Getting Help with QuickBooks
Topic 1G: Identifying Common Business Terms
Topic 1H: Setting Up QuickBooks in Multi-User Mode
Topic 1I: Updating QuickBooks
Topic 1J: Backing Up and Restoring a Company File
Topic 1K: Exiting QuickBooks
Topic 1L: 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 Products into Inventory
Topic 4B: Ordering Products
Topic 4C: Receiving Inventory
Topic 4D: Paying for Inventory
Topic 4E: Manually Adjusting Inventory
Topic 4F: Review

Lesson 5: Selling Your Product
Topic 5A: Creating Product Invoices
Topic 5B: Applying Credit to Invoices
Topic 5C: E-mailing Invoices
Topic 5D: Setting Price Levels
Topic 5E: Making Cash Sales
Topic 5F: Review

Lesson 6: Invoicing for Services
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 Collections Center
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

Learner Outcomes

Upon completion of this course the student will have an understanding of how to:
•    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


Materials Required:
Handouts are provided by the instructor.   


Enroll Now - Select a section to enroll in
Section Title
Get Going w/ Quickbooks - Intro Level
6:00PM to 9:00PM
Oct 16, 2023 to Oct 23, 2023
Schedule and Location
Contact Hours
  • Distance
Delivery Options
Course Fee(s)
Tuition non-credit $179.00
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