Length

7 weeks
2 sessions per week
3 hours per session (final 2 sessions are 2 hours each)
40 total class hours


Audience

This course is designed for business owners and managers who would like to learn how to quickly and efficiently gain control over the financial aspects of a small business with QuickBooks 2013 Pro.


 Descriptions

In 7 weeks, you’ll master the tools you’ll need to set up a chart of accounts; reconcile your checking account; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; and generate reports.


Recommended Prerequisites

Basic Computer Skills.


Topic

Introducing QuickBooks 2013 Pr

  • Course Introduction
  • Introducing QuickBooks
  • Getting around in QuickBooks
  • All the accounting you need to know
  • Exiting QuickBooks

Setting up QuickBooks

  • Creating a QuickBooks Company
  • Entering company info
  • Setting up QuickBooks preferences
  • Choosing a start date
  • Setting up income and expense accounts
  • Providing details about your income
  • Entering opening balances
  • Finishing the Interview
  • Getting help while using QuickBooks

Working with Lists

  • Using QuickBooks lists
  • Editing the chart of accounts
  • Working with the Customer Job list
  • Working with the Employee list
  • Working with the Vendor list
  • Adding custom fields
  • Managing lists

Working with Bank Accounts

  • Writing a QuickBooks check
  • Using bank account registers
  • Entering a handwritten check
  • Transferring money between accounts
  • Reconciling checking accounts

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

Entering Sales and Invoices

  • Using sales forms in QuickBooks
  • Filling in a sales form
  • Memorizing a sale
  • Entering a new service item
  • Using multiple price levels

Receiving Payments and Making Deposits

  • Recording customer payments
  • Making deposits

Entering and Paying Bills

  • Handling bills in QuickBooks
  • Using QuickBooks for accounts payable
  • Entering bills
  • Paying bills

Analyzing Financial Data

  • Reports and graphs help you understand your business
  • Creating QuickReports
  • Creating and customizing preset reports
  • Saving report settings
  • Printing reports
  • Exporting reports to Microsoft Excel
  • Creating graphs

Setting up Inventory

  • Turning on the inventory feature
  • Entering products into inventory
  • Ordering products
  • Receiving inventory
  • Entering a bill for inventory
  • Manually adjusting inventory

Employee Application Company Application