2 Day

Course Overview

This course is an introduction to QuickBooks. Students will be introduced to the basic features and functionality in QuickBooks and will learn how to use QuickBooks to effectively track and manage their company’s financial data and determine the health of the business. QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018.

Who Should Attend

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 2015, 2016 or 2018.

Course Objectives

Upon completion of this course, students will be able to identify the types of information often tracked in business, understand common business terms, enter information into forms and lists, work with the Chart of Accounts, work with inventory and service items, and work with invoices, payments, bills, and bank accounts.

Course Outline

1 - GETTING STARTED

2 - SETTING UP A COMPANY

3 - WORKING WITH LISTS

4 - SETTING UP INVENTORY

5 - SELLING YOUR PRODUCT

6 - INVOICING FOR SERVICES

7 - PROCESSING PAYMENTS

8 - WORKING WITH BANK ACCOUNTS

9 - ENTERING AND PAYING BILLS

10 - USING THE EASYSTEP INTERVIEW