QuickBooks: Basic

This course provides an introduction to all of the functional areas within the QuickBooks environment. Using case studies, the course will allow participants to gain practical, hands-on experience necessary to help them manage their businesses. The all-day course consists of the following modules: Module 1: Accounting Principles and New Company Setup Whether you need a refresher or an introduction to computer-assisted accounting, this module can help you gain a better understanding of accounting basics, including an introduction to the double entry system, accounting methods, and concepts. Using a sample case study, participants will review the process of setting up a new company data file. Module 2: Customizing Your Data File This module will provide participants with all the steps necessary to customize their data file and will include other topics, such as setting up individual and company preferences, activating and deactivating specific functions within the application, and customizing built-in templates. Participants will also learn how to set up a master list which will include a chart of accounts, items, customers, vendors, and other name lists and terms. Module 3: Daily Transactions Daily activities: including creating purchase orders, estimates, invoicing, credit memos, receiving payments, recording cash and credit card deposits, entering and paying bills, entering credit card charges, writing and processing checks, and reconciling bank statements will be covered in this module. Module 4: Reports This module will cover generating and customizing reports, memorizing transactions, using filters and passwords, closing the books, and backing up data files. ? No computer needed. The class will be in a computer lab. Lunch will be provided as part of your registration fee. Teacher: Robert Andoh, Certified QuickBooks Pro Advisor There is a $49 discount if you attended our QuickBooks: Step by Step class on August 1. Contact Heather Chaney for the details.