Class 1 ? ?Get it Right the First Time?
Learning Objectives: The objective of this class is to assist business owners and individuals in understanding QuickBooks, and tailoring the company set-up to meet long term business needs. The best assurance against errors in the future is proper set-up and utilization of the program. We want to provide you with the tools to be prepared to use the program effectively and efficiently.
By attending this session, you will learn:
· How QuickBooks works and how to get around in QuickBooks and your company files
· Common business terms used in QuickBooks and their application to entry and reporting
· Setting up your company file properly
Course Content:
Taught using a combination of instructional lecture and visual exercises, this course will cover:
An introduction to QuickBooks
ü Using forms, lists and registers
ü Getting around in QuickBooks
o Managing windows and using the menu, icon and navigation bar
o Custom navigation features
o Using customer, vendor and employee centers
ü About the Chart of Accounts ? an understanding of account types
ü Accounting
o Cash vs. accrual basis
o Standard financial reports
o General journal transactions
ü Exiting QuickBooks company
o Saving and backing up company files
o Moving between company files
Setting Up QuickBooks
ü Creating a new company and entering information
o Preferences
o Opening balances
o Chart of accounts
ü Completion of company set-up
o Adding customers, jobs, and vendors
o Setting up any additional accounts
o Setting up and adding items
o Entering historical transactions
ü Getting help in QuickBooks
Who Should Attend:
This course is designed for the individuals who are just starting to use QuickBooks, but would be beneficial even to current users for it provides the basic foundation for understanding the ?background? accounting of QuickBooks and the relationship of the accounts, data entry and reporting.
Course Level: Introductory
Prerequisite: None
Preparation: None
Delivery Method: Live Presentation
