Get Going With QuickBooks 2018 for Windows

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Summary

Benefits: First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2018.

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

  • Getting Started

    • Starting QuickBooks
    • Setting QuickBooks Preferences
    • Identifying Components of the QuickBooks Operating Environment
    • Using QuickBooks Help
    • Identifying Common Business Terms
    • Exiting QuickBooks
  • Setting Up a Company

    • Creating a QuickBooks Company
    • Using the Chart of Accounts
  • 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 Item List
    • Working with Other Lists
    • Managing Lists
  • Setting Up Inventory

    • Entering Inventory
    • Ordering Inventory
    • Receiving Inventory
    • Paying for Inventory
    • Manually Adjusting Inventory
  • Selling Your Product

    • Creating Product Invoices
    • Applying Credit to Invoices
    • Emailing Invoices
    • Setting Price Levels
    • Creating Sales Receipts
  • 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
  • Processing Payments

    • Displaying the Open Invoices Report Using the Income Tracker
    • Receiving Payments for Invoices
    • Making Deposits
    • Handling Bounced Checks
  • 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
  • Entering and Paying Bills

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

    • Using the EasyStep Interview

Course Schedule

DATES
LOCATION
START
END
STATUS
10/08/20 October 8, 2020
Lexington
9:00 am
4:30 pm
Register
10/21/20 October 21, 2020
Louisville
9:00 am
4:30 pm
Register
10/30/20 October 30, 2020
Virtual
9:00 am
4:30 pm
Register
11/10/20 November 10, 2020
Virtual
9:00 am
4:30 pm
Register
11/20/20 November 20, 2020
Louisville
9:00 am
4:30 pm
Register
11/30/20 November 30, 2020
Lexington
9:00 am
4:30 pm
Register
12/03/20 December 3, 2020
Louisville
9:00 am
4:30 pm
Register
12/10/20 December 10, 2020
Virtual
9:00 am
4:30 pm
Register
12/18/20 December 18, 2020
Lexington
9:00 am
4:30 pm
Register
*Indicates a course that spans over multiple days.

**Indicates a course that is only a half day.