QuickBooks Beginner Class

Bookkeeping & Income Tax Preparation
  
Lesson 1: Getting started
  • Introducing QuickBooks
  • Getting around in QuickBooks
  • All the accounting you need to know
  • Getting help while using QuickBooks
  • Exiting QuickBooks
  • Moving between company files
Lesson 2: Setting up QuickBooks
  • Creating a QuickBooks company
  • Entering company info
  • Customizing QuickBooks for your business
  • Setting up your business accounting
  • Completing company file setup
  • Closing the company file
Lesson 3: Working with lists
  • Using QuickBooks lists
  • Editing the chart of accounts
  • Working with the Customers & Jobs list
  • Working with the Employee Center
  • Working with the Vendor Center
  • Adding custom fields
  • Managing lists
Lesson 4: Working with bank accounts
  • Writing a QuickBooks check
  • Using bank account registers
  • Entering a handwritten check
  • Transferring money between accounts
  • Reconciling checking accounts
Lesson 5: Using other accounts in QuickBooks
  • Other account types in QuickBooks
  • Tracking credit card transactions
  • Working with asset accounts
  • Working with liability accounts
  • Understanding equity accounts
Lesson 6: Entering sales information
  • Using sales forms in QuickBooks
  • Filling in a sales form
  • Memorizing a sale
  • Entering a new service item
  • Using multiple price levels
  • Reminding customers of overdue payments
  • Processing sales orders
  • Tracking backorders
Lesson 7: Receiving payments and making deposits
  • Recording customer payments
  • Making deposits
Lesson 8: Entering and paying bills
  • Handling bills in QuickBooks
  • Using QuickBooks for accounts payable
  • Entering bills
  • Paying bills