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Business Skills
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Finance
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Health Care
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Human Resources
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Industrial
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Course ID: 269055

Live Training Course

QuickBooks 2017 - Introduction

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Course Description

In this course you will learn how 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, and use the EasyStep Interview.

Agenda

QuickBooks 2017 - Introduction

Getting Started
- Starting QuickBooks
- Setting QuickBooks Preferences
- Identifying Components of the QuickBooks Operating Environment
- Using QuickBooks Help
- Identifying Common Business Terms
- Setting Up QuickBooks in Multi-User Mode
- Updating QuickBooks
- Backing Up and Restoring a Company File
- Exiting QuickBooks
- Review
Setting Up a Company
- Creating a QuickBooks Company
- Using the Chart of Accounts
- Setting Up a Password
- Setting a Closing Date
- Review
Working with Lists
- Creating Company Lists
- Working with the Customers & Jobs List
- Working with the Employees List
- Working with the Vendors Lis
- Working with the Items List
- Working with Other Lists
- Managing Lists
- Review
Setting Up Inventory
- Entering Products into Inventory
- Ordering Products
- Receiving Inventory
- Paying for Inventory
- Manually Adjusting Inventory
- Review
Selling Your Product
- Creating Product Invoices
- Applying Credit to Invoices
- E-mailing Invoices
- Setting Price Levels
- Making Cash Sales
- Review
Invoicing for Services
- Setting Up a Service Item
- Changing the Invoice Format
- Creating a Service Invoice
- Topic 6D: Editing an Invoice
- Voiding an Invoice
- Deleting an Invoice
- Entering Statement Charges
- Creating Billing Statements
- Review
Processing Payments
- Displaying the Open Invoices Report
- Using the Collections Center
- Receiving Payments for Invoices
- Making Deposits
- Handling Bounced Checks
- Review

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Live Training Course

QuickBooks 2017 - Introduction

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