Corporate Training By Zack Academy - QuickBooks - Level 1

Why Should You Take This QuickBooks - Level 1 Course?

This QuickBooks - Level 1 course concentrates on the most common topics that we see in NYC businesses using on a daily basis. When you are finished with this class you will be able to feel comfortable with the fundamentals of QuickBooks, set up a Company, write Checks, enter invoices and Payments, and you will also feel comfortable with general accountant terms and procedures. This class is perfect to accountants who use QuickBooks or have clients who use it, small Business Owners-Sole Proprietorships and S-Corps, and administrative or Executive Assistant positions.

The Following Topics Will Be Covered:

1. 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

2. Setting Up a Company:

• Creating a QuickBooks Company
• Using the Chart of Accounts
• Setting Up a Password
• Setting a Closing Date 

3. Working with Lists:

• Creating Company Lists
• Working with the Customers & Jobs List
• Working with the Employees List
• Working with the Vendors List
• Working with the Items List
• Working with Other Lists
• Managing Lists

4. Setting Up Inventory:

• Entering Products into Inventory
• Ordering Products
• Receiving Inventory
• Paying for Inventory
• Manually Adjusting Inventory

5. Selling Your Product:

• Creating Product Invoices
• Applying Credit to Invoices
• E-mailing Invoices
• Setting Price Levels
• Making Cash Sales

6. Invoicing for Services:

• Setting Up a Service Item
• Changing the Invoice Format
• Creating a Service Invoice
• Editing an Invoice
• Voiding an Invoice
• Deleting an Invoice
• Entering Statement Charges
• Creating Billing Statements

7. Processing Payments:

• Displaying the Open Invoices Report
• Using the Collections Center
• Receiving Payments for Invoices
• Making Deposits
• Handling Bounced Checks 

8. Working with Bank Accounts:

• Writing a QuickBooks Check
• Voiding a QuickBooks Check
• Using Bank Account Registers
• Entering a Handwritten Check
• Transferring Funds Between Accounts
• Reconciling Checking Accounts

9. Entering and Paying Bills:

• Handling Expenses
• Using QuickBooks for Accounts Payable
• Entering Bills
• Paying Bills
• Entering Vendor Credit

Appendix A: Using the EasyStep Interview

Syllabus

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

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

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

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

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

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

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

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

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

Appendix A: Using the EasyStep Interview