Length: 1 day

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

Performance-Based Objectives
• 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

Course Content
Lesson 1: Getting Started
Topic 1A: Starting QuickBooks
Topic 1B: Identifying Components of the QuickBooks
Topic 1C: Operating Environment
Topic 1D: Opening QuickBooks Centers
Topic 1E: Opening Other QuickBooks Windows
Topic 1F: Using QuickBooks Search
Topic 1G: Identifying Common Business Terms
Topic 1H: Setting Up QuickBooks in Multi-User Mode
Topic 1I: 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 Custom 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: Applying Credit to Invoices
Topic 5C: E-mailing Invoices
Topic 5D: 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: Creating Batch Invoices
Topic 6E: Entering Statement Charges
Topic 6F: 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: Printing Statements

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