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Get Going with QuickBooks 2007 (Level 1)
Course Number: ET84745
Category: Business & Office Applications
Duration: 1.00 day
Objectives

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 EasyStep Interview.
  • Use online banking.
Prerequisites

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

Outline
  • Lesson 1: Getting Started
    • Topic 1A: Starting QuickBooks
    • Topic 1B: Identifying Components of the QuickBooks Operating Environment
    • Topic 1C: Opening QuickBooks Centers
    • Topic 1D: Opening Other QuickBooks Windows
    • Topic 1E: Identifying Common Business Terms
    • Topic 1F: Setting Up QuickBooks in Multi-User Mode
    • Topic 1G: Exiting QuickBooks
  • Lesson 2: Setting Up a Company
    • Topic 2A: Creating a QuickBooks Company
    • Topic 2B: Using the Chart of Accounts
    • Topic 2C: Entering Account Opening Balances
  • 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: Adding Customized Fields
    • Topic 3F: 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: 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: Entering Statement Charges
    • Topic 6E: Creating Billing Statements
  • Lesson 7: Processing Payments
    • Topic 7A: Receiving Payments for Invoices
    • Topic 7B: Making Deposits
    • Topic 7C: Printing Statements
  • Lesson 8: Working with Bank Accounts
    • Topic 8A: Writing a QuickBooks Check
    • Topic 8B: Using Bank Account Registers
    • Topic 8C: Entering a Handwritten Check
    • Topic 8D: Transferring Funds Between Accounts
    • Topic 8E: 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
  • Appendix A: Using the EasyStep Interview
    • Topic AA: Using the EasyStep Interview
  • Appendix B: Using Online Banking
    • Topic BA: Setting Up an Internet Connection
    • Topic BB: Activating Accounts
    • Topic BC: Reading Online Statements
    • Topic BD: Creating Online Payments
    • Topic BE: Transferring Funds Online
    • Topic BF: Canceling Online Payments
    • Topic BG: Sending E-mail to Your Financial Institution