QuickBooks – Full Course

QuickBooks Outlines

Lesson #1

Introduce QuickBooks

Discuss Company File

Choose Start Date

Start QuickBooks

Use Easy Step Interview

Make Choices

Choose Fiscal Year

Lesson #2

Introduce Interface

Navigate Interface

Describe Homepage

Introduce Centers & Panels

Used Banking Panel

Enter Bank Account

Enter Customers

Enter Vendors

Enter Employees

Lesson #3

Introduce Items

Discuss Non-Inventory Items

Describe Inventory Items

Explain Service Items

Enter Inventory Items

Enter Inventory Sub-Items

Enter Service Items

Enter Service Sub- Items

Choose Income Account

Lesson #4

Create Payment Item

Create Sub Total Item

Creating Sales Tax Items

Create Discount Items

Invoice Transaction

Sales Receipt Transaction

Use Discount Items

Receive Payments

Lesson #5

Create Purchase Order

Receive Inventory with Bill

Receive Inventory Without Bill

Enter Bill against Inventory

Use Quick Add

Enter Bill Transaction

Pay Bill Transaction

Write Checks

Credit Memo & Refund

Give Refund

Hold As available Credit

Apply To Invoice

Lesson #6

Create Purchase Order

Receive Inventory with Bill

Receive Inventory without Bill

Enter Bill Against Inventory

Create Petty Cash Account

Use Petty Cash Account

Replenish Petty Cash Account

Create Account – Other Income

Create Account – Other Expense

Adjust Quantity on Hand – Over

Adjust Quantity on hand – Under

Lesson #7

Record Deposits

Create memorized Transaction

Create users, Roles & Passwords

Turn Off Sales Receipt

Use Full Payment on Invoice

Use Reminders list

Lesson #8

Create Report – Income Statement

Create Report – Balance Sheet

Create Report – Cash Flow

Create Backup

Restore Backup

Detail Attention

Priority Date

Use Sounds

Use Memo field