QuickBooks
Accounting: Beginning and Intermediate
Learning Objectives
The Beginning course is an introduction to QuickBooks. Its main
objective is to
introduce you to the basic features in QuickBooks. You'll learn about
the types of
information you need to track in your business, and you'll see how to
enter that information and track it in QuickBooks. By the time you
complete the course,
you'll have a good idea of all that QuickBooks
offers, you'll be familiar with the most common tasks, and
you'll know
where to find information about more advanced features.
The Intermediate course is an introduction to the more
advanced features of
QuickBooks. It builds on the
basic features introduced in the
QuickBooks Accounting Beginners course. You'll learn more advanced
QuickBooks features that help you get more done in less time.
Beginning Agenda:
Lesson 1 - Getting Started
Lesson 2 - Setting Up QuickBooks
Lesson 3 - Working With Lists
Lesson 4 - Working With Bank Accounts
Lesson 5 - Using Other Accounts In QuickBooks
Lesson 6 - Entering Sales Information
Lesson 7 - Receiving Payments and Making Deposits
Lesson 8 - Entering and Paying Bills
Intermediate
Agenda:
Lesson 1 - Analyzing Financial Data
Lesson 2 - Setting Up Inventory
Lesson 3 - Tracking and Paying Sales
Tax
Lesson 4 - Doing Payroll With
QuickBooks
Lesson
5 - Tracking Time
Lesson 6 - Customizing Forms and
Writing QuickBooks
Letters
Beginning:
Lesson 1 - Getting Started Objectives
To gain an overview of the course and the topics to be
covered
To know how QuickBooks works and how you can get around in
QuickBooks
To learn common business terms used by QuickBooks
To see how to exit QuickBooks
Lesson 2 - Setting Up QuickBooks
Objectives
To discuss some of the decisions you need to make before
using QuickBooks
To create a new QuickBooks company using the EasyStep
Interview
To set QuickBooks preferences in the Interview
To record the opening balance for a checking account
To practice using the QuickBooks Help tools
Lesson 3 - Working With Lists
Objectives
To edit the company chart of accounts
To add a new customer to the Customer:Job list
To add a new vendor to the Vendor list
To learn about custom fields, and to practice adding custom
fields
To see how to manage lists in QuickBooks
Lesson 4 - Working With Bank Accounts
Objectives
To learn how to work with the registers for QuickBooks bank
accounts
To demonstrate how to open a register
To learn the features common to all registers
To learn when and how to make entries directly in the register
To demonstrate how to reconcile a QuickBooks bank account
Lesson 5 - Using Other Accounts In
QuickBooks Objectives
To introduce the other account types available in QuickBooks
To learn how to track credit card transactions in QuickBooks
To reconcile a credit card account
To see how to make a credit card payment
To discuss the different types of asset and liability
accounts you can create and see how to track assets and liabilities in
QuickBooks
To introduce the subject of equity and QuickBooks equity
accounts
Lesson 6 - Entering Sales Information
Objectives
To learn about the different formats available for sales forms
To save sales and purchase forms in Portable Document Format
(PDF)
To practice creating a new invoice
To learn the purpose and use of the QuickBooks Item list
To see how QuickBooks records the information you enter on
sales forms
To memorize an invoice transaction for reuse
To add a new item to the Item list
To add a new price level to the Price Level list
To associate a price level with a customer
To create invoice letters
To generate reminder statements
To create sales orders
Lesson 7 - Receiving Payments and
Making Deposits
Objectives
To learn how to record customer payments in QuickBooks
To learn how to handle customer discounts, partial payments,
overpayments, or down payments
To see how to record a deposit in QuickBooks
To learn how to enter cash back from a deposit in QuickBooks
Lesson 8 - Entering and Paying Bills
Objectives
To discuss the different ways you can handle bills in
QuickBooks
To learn how to enter a bill in QuickBooks
To use the Pay Bills window to pay a bill in QuickBooks
To learn how to enter a discount on a bill from a vendor
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