In this course students are introduced to QuickBooks and its features. As students progress through the course, they become familiar with the QuickBooks interface and learn how to perform common tasks using QuickBooks. Students learn how to use the EasyStep Interview to create a company file, how to customize the Chart of Accounts for the company, manage lists (customer, vendor, item, employee and payroll), create business forms (invoices, cheques, cash sales receipts, credit memos and refunds), use registers, pay bills (using cheques, credit cards and petty cash), create reports (balance sheet, profit and loss, customer and vendor balance detail), and manage a payroll (add/edit employees, process pay cheques, run payroll reports, and manage the payroll liabilities). Students also perform several account reconciliations (chequing, credit card, and petty cash). The course is presented using a combination of conceptual material, how-to procedures, and practical tasks, and emphasizes hands-on use and exploration of QuickBooks. It consists of 15 lessons, a lab exercise and a final exam. As students work through the lessons in this course, they are given ample opportunity to practice, apply, and develop the skills learned.
Working knowledge of Windows.
Course manual is provided for on-going reference. There is a final exam upon completion of the course. Participants who receive 75% or higher on their exam will receive a certificate.
Lesson 1: Introducing QuickBooks; Starting and Exiting QuickBooks
Lesson 2: Creating a QuickBooks Company
Lesson 3: Using QuickBooks Lists; Adding Custom Fields; Managing Lists
Lesson 4: Writing a QuickBooks Cheque; Transferring Money Between Accounts
Lesson 5: Using Other Account Types in QuickBooks
Lesson 6: Using Sales Forms in QuickBooks; Generating Reminder Statement;
Lesson 7: Recording Customer Payments; Making Deposits
Lesson 8: Handling Bills in QuickBooks
Lesson 9: Reports and Graphs; Creating and Customizing Preset Reports; Creating QuickInsight Graphs
Lesson 10: The Inventory Feature; Ordering Products
Lesson 11: Overview of Sales Tax in QuickBooks; Determining What You Owe
Lesson 12: Overview of Payroll Tracking
Lesson 13: Creating Jobs and Estimates
Lesson 14: Tracking Time and Mileage; Displaying Project Reports for Time Tracking
Lesson 15: About QuickBooks Forms; Customizing Invoices; Using QuickBooks Letters