QuickBooks - Level One

This course is for anyone who needs to set up or maintain a company's finances. It is designed for individuals who are just starting out with QuickBooks.

Participants must have Windows experience, understand how to create directories, copy files, move files and run applications. Knowledge of basic accounting or bookkeeping principles is helpful but not necessary.

Module 1: Getting Started

• Introduction to QuickBooks and the Navigator
• Learning common business terms
• Creating a QuickBooks company
• Using the chart of accounts
• Entering account opening balances

Module 2: Managing Company Lists

• Setting up customers
• Setting up vendors
• Setting up employees
• Setting up inventory

Module 3: Selling Your Products and Services

• Creating invoices
• Making cash Sales
• Setting up service items
• Creating a service invoice
• Entering statement charges

Module 4: Payment Processing

• Receiving payments for invoices
• Making deposits
• Managing bank accounts

Module 5: Entering and Paying Bills (Accounts Payable)

• Handling expenses
• Entering and paying bills