QuickBooks 2003 - Level 1 Training Class

Lesson 1: Getting Started

Starting QuickBooks
Introduction to QuickBooks
Using the Navigators List
Opening QuickBooks Pages
Using the Menu Bar
Using 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 Product

Creating Invoices
Making Cash Sale

Lesson 6: Invoicing for Services

Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements

Lesson 7: Processing Payments

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

Lesson 10: Using the EasyStep Interview

Using the EasyStep Interview

Lesson 11: Using Online Banking

Setting Up an Internet Connection
Activating Accounts
Reading Online Statements
Creating Online Payments
Submitting Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution