Get Going with QuickBooks

Agenda

1 - GETTING STARTED

• Starting QuickBooks
• Setting QuickBooks Preferences
• Identifying Components of the QuickBooks Operating Environment
• Using QuickBooks Help
• Identifying Common Business Terms
• Exiting QuickBooks

2 - SETTING UP A COMPANY

• Creating a QuickBooks Company
• Using the Chart of Accounts

3 - WORKING WITH LISTS

• Creating Company Lists
• Working with the Customers & Jobs List
• Working with the Employees List
• Working with the Vendors List
• Working with the Item List
• Working with Other Lists
• Managing Lists

4 - SETTING UP INVENTORY

• Entering Inventory
• Ordering Inventory
• Receiving Inventory
• Paying for Inventory
• Manually Adjusting Inventory

5 - SELLING YOUR PRODUCT

• Creating Product Invoices
• Applying Credit to Invoices
• Emailing Invoices
• Setting Price Levels
• Creating Sales Receipts

6 - INVOICING FOR SERVICES

• Setting Up a Service Item
• Changing the Invoice Format
• Creating a Service Invoice
• Editing an Invoice
• Voiding an Invoice
• Deleting an Invoice
• Entering Statement Charges
• Creating Billing Statements

7 - PROCESSING PAYMENTS

• Displaying the Open Invoices Report Using the Income Tracker
• Receiving Payments for Invoices
• Making Deposits
• Handling Bounced Checks

8 - WORKING WITH BANK ACCOUNTS

• Writing a QuickBooks Check
• Voiding a QuickBooks Check
• Using Bank Account Registers
• Entering a Handwritten Check
• Transferring Funds Between Accounts
• Reconciling Checking Accounts

9 - ENTERING AND PAYING BILLS

• Handling Expenses
• Using QuickBooks for Accounts Payable
• Entering Bills
• Paying Bills
• Entering Vendor Credit