Getting Started

  • Getting around in QuickBooks
  • All the accounting you need to know
  • Exiting QuickBooks
  • Moving between company files

Setting Up a QuickBooks File

  • Creating a QuickBooks company
  • Entering company info
  • Customizing QuickBooks for your business
  • Setting up your business accounting
  • Completing company file setup

Working with Lists

  • Using QuickBooks lists
  • Editing the chart of accounts
  • Working with the Customers & Jobs list
  • Working with the Employee Center
  • Working with the Vendor Center
  • Adding custom fields
  • Managing lists

Working with Bank Accounts

  • Writing a QuickBooks check
  • Using bank account registers
  • Entering a handwritten check
  • Transferring money between accounts
  • Reconciling checking accounts
Entering Sales Information

  • Using sales forms in QuickBooks
  • Filling in a sales form
  • Memorizing a sale
  • Entering a new service item
  • Using multiple price levels
  • Reminding customers of overdue payments
  • Processing sales orders
  • Tracking back orders
Receiving Payments and Making Deposits

  • Recording customer payments
  • Making deposits
  • Processing credit card payments  

Entering and Paying Bills

  • Handling bills in QuickBooks
  • Using QuickBooks for accounts payable
  • Entering bills
  • Paying bills

Analyzing Financial Data

  • Creating QuickReports
  • Creating and customizing preset reports
  • Printing reports from QuickBooks
  • Exporting reports to Microsoft Excel


Tracking Time

  • Tracking time and mileage
  • Invoicing a customer for time and mileage
  • Displaying project reports for time tracking
  • Paying non-employees for time worked

1-Day QuickBooks Class Topic List

Detailed descriptions of each training topic is listed below.  
Please feel free to contact me if you have any questions.
Intuit Solution Provider
QuickBooks Solutions
in Pittsburgh, PA

www.MyQuickBooksAccountant.com
Phone:  412-848-3164
Susan@MyQuickBooksAccountant.com