Unlike many competing QuickBooks training programs, where participants observe instructors demonstrating software features, this course places you in direct control of the QuickBooks application throughout every class session, enabling hands-on mastery and practical experience.
Comprehensive Curriculum Outline
Lesson 1: Getting Oriented
- Launching the QuickBooks program
- Configuring QuickBooks settings and preferences
- Learning the core components of the system interface
- Navigating the work environment
- Accessing QuickBooks help resources
- Learning fundamental business terminology
- Properly closing the application
- Review and assessment
Lesson 2: System Configuration
- Establishing a new company file
- Building and customizing a chart of accounts
- Review and assessment
Lesson 3: Information Management and Lists
- Creating and maintaining company information lists
- Setting up customer and project lists
- Managing employee information lists
- Creating and organizing vendor lists
- Setting up product and service lists
- Administering supporting lists
- Overall list administration and management
- Review and assessment
Lesson 4: Inventory Control and Management
- Recording product inventory items into the system
- Creating and managing purchase orders
- Recording inventory receipts
- Processing inventory acquisition payments
- Recording manual transaction payments
- Making quantity and value adjustments to inventory
- Review and assessment
Lesson 5: Revenue and Product Sales
- Creating product sale invoices
- Processing customer credits and invoice modifications
- Distributing invoices electronically
- Creating tiered price point levels
- Creating point-of-sale receipts
- Review and assessment
Lesson 6: Service-Based Invoicing and Billing
- Configuring service products for billing
- Customizing invoice formats and layouts
- Creating service-based invoices
- Modifying existing invoice records
- Voiding invoices
- Removing invalid invoices from the system
- Recording charges on customer statements
- Creating customer billing statements
- Review and assessment
Lesson 7: Payment Processing and Collection
- Creating reports on outstanding invoices
- Employing the income tracking feature
- Recording and applying customer payments
- Depositing customer funds
- Processing insufficient funds and returned checks
- Review and assessment
Lesson 8: Bank and Account Operations
- Generating checks within QuickBooks
- Canceling checks in the system
- Accessing bank account registers
- Recording checks written outside of QuickBooks
- Moving funds between accounts
- Reconciling accounts to bank statements
- Review and assessment
Lesson 9: Expense Management and Vendor Payment
- Recording and categorizing business expenses
- Using accounts payable functionality
- Recording vendor invoices and bills
- Processing vendor and supplier payments
- Capturing vendor credits and deductions
- Review and assessment
This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.
Upon registration, the instructor will send along additional information about how to log-on and participate in the class.
