Learn QuickBooks Desktop in 3 days & Learn to become a QuickBooks Certified User

NOTE: THIS IS A QUICKBOOKS DESKTOP COURSE. NOT QUICKBOOKS ONLINE

TABLE OF CONTENTS:

Day 1 (QuickBooks Missing Manual chapters) - Total 5 Hours

1. Getting Started (Chapters 1 and 2)

• Setting up a New QuickBooks File
• Creating a New Company File with Step-by-Step Guide
• Understanding the Home Page, Menu, and Icon Bars
• Getting Around in QuickBooks

2. Working with the Chart of Accounts (Chapter 3)

• Creating new accounts
• Working with Subaccounts
• Editing and Merging Accounts
• Deleting and Inactivating Accounts
• Accounting Basics and working with the chart of accounts

3. Setting Up New Customers and Vendors (Chapter 4)

• Create a New Customer
• Create a New Job
• Editing Customer:Job detailed information
• Create a New Vendor
• Deleting/Inactivating Customers and Vendors

4. Setting Up Items (Chapter 5)

• Understanding the Difference between Accounts and Items
• Working with different Item types
• Inventory Vs. Non-Inventory Parts
• Creating Items and Sub Items
• Editing, Deleting and Inactivating Items

5. Customer Transactions: Estimates, Invoices, and Customer Payments (Chapter 10 & 13)

• Create an Estimate for a Customer:Job
• Create an Invoice from an Estimate
• Create an Invoice from scratch
• Receiving a Full payment from an Invoice
• Depositing customer payments in the bank

6. Vendor Transactions: Purchase Orders, Bills, and Pay Bills (Chapter 9)

• Create a Purchase Order
• Receive a Purchase Order into a Bill
• Create a Vendor Bill from Scratch
• Paying Bills

7. Working with the Banks (Chapter 15)

• Working with the check Register
• Entering Income and Expense information in the register
• Using Write Checks vs. Bills/Pay Bills Feature
• Introduction to Bank Reconciliation

8. Introduction to Financial Reports (chapter 17)

• Profit & Loss
• Balance Sheet

Day 2 - Become a QuickBooks Certified User Total 4.5 Hours

Day 3 - QuickBooks Enterprise (Advanced Features) - 12 hours