QuickBooks Desktop Introduction Course Outline

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Chapter 1: Introduction to QuickBooks

  • Automatic Update
  • Getting Around Using the Home Page
  • Icon Bar
  • Left Icon Bar
  • Navigating QuickBooks
  • Open an Existing Company File
  • QuickBooks Company Files
  • QuickBooks Product Information Window
  • Top Icon Bar
  • Update Now
  • Updating QuickBooks

Chapter 2: Accounts Receivable

  • Apply Credit Memo to an Invoice
  • Basic Customization
  • Basic Item Types
  • Collections Centre
  • Creating Credit Memos for Customers
  • Creating Invoices
  • Customer Statements
  • Deposit Summary
  • Email Invoices
  • Issue a Customer Refund
  • Items in QuickBooks
  • Making Deposits
  • Non-Inventory Parts
  • Receiving Customer Payments
  • Retain as an Available Credit
  • Sales Receipts in QuickBooks
  • Setting Up Other Charge Items
  • Setting Up Service Items
  • The Transaction Ribbon
  • Undeposited Funds

Chapter 3: Accounts Payable

  • Applying Bill Credits
  • Automatic Withdrawals & Additional Payment Types
  • Bill Credits
  • Bill Payment Methods
  • Bills & Accounts Payable Preferences
  • Debit Card Transactions
  • Enter Bills details
  • Entering Bills
  • Entering Expenses
  • Other Expense Transactions in QuickBooks
  • Paying Bills
  • Print Bill Payment Stub
  • The A/P Aging Summary Report
  • Transfer Funds
  • Unpaid Bills Detail Report
  • Vendor Centre
  • Write Cheques

Chapter 4: Troubleshooting and Period End Tasks in Quickbooks

  • Expenses by Vendor Detail Report
  • Open Invoice Report
  • Sales by Customer Detail
  • Sales by Customer Summary
  • Sales by Item Summary
  • The A/R Aging Summary Report

Chapter 5: Saving Time in Quickbooks Shortcuts

  • Deleting List Entries
  • Making List Entries Active
  • Making List Entries Inactive
  • Managing Lists
  • Merging List Items
  • Resorting Lists