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QuickBooks Fundamentals

Explore the QuickBooks environment, create a company, work with customers, manage the bank checkbook, protect data and use Help features.

Recommended Preparation: Understanding of basic bookkeeping concepts. Ability to navigate in the Windows environment.

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Personalized training and consulting is available upon request.

Lesson 1: QuickBooks Environment

  • Navigating in QuickBooks
  • Setting up a company

Lesson 2: Customers

  • Invoices
  • Credit Memos
  • Receiving payments
  • Printing and/or e-mailing invoices

Lesson 3: Working with Centers & Lists

  • Managing Customers & Vendors
  • Chart of Accounts
  • Working with item lists
  • Adding custom fields

 

  

Lesson 4: Banking and Billing Activities

  • Writing and printing checks
  • Managing bank account transactions
  • Entering and paying bills

Lesson 5: Protecting Data

  • Backing up Data
  • Restore Data
  • Condense Data

Lesson 6: Getting Help

 

 

Dates:
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