Get Going With QuickBooks 2001

Course description

Overview: Students will learn how to set up a QuickBooks company; enter account opening balances; create and customize company lists; set up inventory; sell products; invoice for services; process customer payments; work with bank accounts, enter and pay bills; set up an internet connection; and use online services.

Prerequisites: You can successfully complete this course without any knowledge of finances or accounting.

Performance-based objectives

Lesson objectives help students become comfortable with the course, and provide a means to evaluate learning. Upon successful completion of this course, students will be able to:

*              Set up a QuickBooks company.

*              Work with company lists.

*              Set up and work with inventory.

*              Set up QuickBooks to help you sell your products.

*              Create customer invoices and billing statements.

*              Receive payments from customers.

*              Perform bank transactions.

*              Enter bills into accounts payable.

*              Pay bills.

*              Conduct online banking services.

Course content

Lesson 1: Getting Started

                Course Introduction

            Introduction to QuickBooks

            Using the Navigator List

            QuickBooks Pages

            The Menu Bar

            The Icon Bar

            Setting up QuickBooks on a Network

            Learning Common Business Terms

            Exiting QuickBooks

Lesson 2: Setting Up a Company

                Creating a QuickBooks Company

            Using the Chart of Accounts

            Entering Account Opening Balances

Lesson 3: Working with Lists

                                Creating Company Lists

                        Working with the Customer:Job List

                        Working with the Employee List

                        Working with the Vendor List

                        Adding Customized Fields

                        Managing Lists

Lesson 4: Setting up Inventory

                Entering Products into Inventory

            Ordering Products

            Receiving Inventory

            Paying for Inventory

            Manually Adjusting Inventory

Lesson 5: Selling Your Products

                Creating Invoices

                Making Cash Sales

Lesson 6: Invoicing for Services

                Setting Up a Service Item

            Changing the Invoice

            Creating a Service Invoice

            Entering Statement Charges

            Creating Billing Statements

Lesson 7: Payment Processing

                Receiving Payments for Invoices

            Making Deposits

            Printing Statements

Lesson 8: Working with Bank Accounts

                Writing a QuickBooks Check

            Using Bank Account Registers

            Entering a Handwritten Check

            Transferring Funds between Accounts

            Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills

                Handling Expenses

                Using QuickBooks for Accounts Payable

            Entering Bills

            Paying Bills

Appendix A: Easy Step Interview

                Using the Easy Step Interview

Appendix B: Online Banking

                Setting up an Internet Connection

            Activating Accounts

            Reading Online Statements

            Creating Online Payments

            Submitting Payments Online

            Transferring Funds Online

            Canceling Online Payments

            Sending E-Mail