Font size:


This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease


Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to: • Set up a company • Work with lists • Set up inventory • Sell your product • Invoice for services • Process payments • Work with bank accounts • Enter and pay bills • Use the Easy Step Interview


You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.


Performance-Based Objectives •Set up a company •Work with lists •Set up inventory •Sell your product •Invoice for services •Process payments •Work with bank accounts •Enter and pay bills •Use the EasyStep Interview Course Content Lesson 1: Getting Started Topic 1A: Starting QuickBooks Topic 1B: Setting QuickBooks Preferences Topic 1C: Identifying Components of the QuickBooks Operating Environment Topic 1D: Using QuickBooks Help Topic 1G: Identifying Common Business Terms Topic 1H: Setting Up QuickBooks in Multi-User Mode Topic 1I: Updating QuickBooks Topic 1J: Backing Up and Restoring a Company File Topic 1K: Exiting QuickBooks Topic 1L: Review Lesson 2: Setting Up a Company Topic 2A: Creating a QuickBooks Company Topic 2B: Using the Chart of Accounts Topic 2C: Setting Up a Password Topic 2D: Setting a Closing Date Topic 2E: Review Lesson 3: Working with Lists Topic 3A: Creating Company Lists Topic 3B: Working with the Customers & Jobs List Topic 3C: Working with the Employees List Topic 3D: Working with the Vendors List Topic 3E: Working with the Items List Topic 3F: Working with Other Lists Topic 3G: Managing Lists Topic 3H: Review Lesson 4: Setting Up Inventory Topic 4A: Entering Products into Inventory Topic 4B: Ordering Products Topic 4C: Receiving Inventory Topic 4D: Paying for Inventory Topic 4E: Manually Adjusting Inventory Topic 4F: Review Lesson 5: Selling Your Product Topic 5A: Creating Product Invoices Topic 5B: Applying Credit to Invoices Topic 5C: E-mailing Invoices Topic 5D: Setting Price Levels Topic 5E: Making Cash Sales Topic 5F: Review Lesson 6: Invoicing for Services Topic 6A: Setting Up a Service Item Topic 6B: Changing the Invoice Format Topic 6C: Creating a Service Invoice Topic 6D: Editing an Invoice Topic 6E: Voiding an Invoice Topic 6F: Deleting an Invoice Topic 6G: Entering Statement Charges Topic 6H: Creating Billing Statements Topic 6I: Review Lesson 7: Processing Payments Topic 7A: Displaying the Open Invoices Report Topic 7B: Using the Collections Center Topic 7C: Receiving Payments for Invoices Topic 7D: Making Deposits Topic 7E: Handling Bounced Checks Topic 7F: Review Lesson 8: Working with Bank Accounts Topic 8A: Writing a QuickBooks Check Topic 8B: Voiding a QuickBooks Check Topic 8C: Using Bank Account Registers Topic 8D: Entering a Handwritten Check Topic 8E: Transferring Funds Between Accounts Topic 8F: Reconciling Checking Accounts Topic 8G: Review Lesson 9: Entering and Paying Bills Topic 9A: Handling Expenses Topic 9B: Using QuickBooks for Accounts Payable Topic 9C: Entering Bills Topic 9D: Paying Bills Topic 9E: Entering Vendor Credit Topic 9F: Review Appendix A: Using the EasyStep Interview Using the EasyStep Interview Review


Standard and Professional Desktop Application & Professional Development classes may be cancelled or rescheduled by the client at least four (4) business days in advance without penalty. A full credit (no refunds) will be applied to future training on all cancelled classes that meet the above-stated criteria. A cancellation fee equal to the course fee will be incurred if a student provides less than 4 days’ notice for any Standard or Professional Desktop Applications, or Professional Development Skills class cancellations. Technical courses or Private classes may be cancelled or rescheduled (no refunds) greater than two weeks in advance without charge. The client is responsible for 50% of the class fee if a technical or private class is canceled or rescheduled within two weeks of the class date, and full price if the course is canceled or rescheduled within one week of the class date.

The course you have selected has limited or no upcoming scheduled training dates!

Please browse similar courses or request more information for assistance.'s training support team will respond within one business day with relevant offerings.