QuickBooks Introduction
Class Outline:
Description:
This course is aimed at students who want to use QuickBooks 2005 to track the financial activity of a small business. Topics include banking, accounts payable/receivable, invoicing, inventory, billing, and customer data management. Before taking this course, students should have a fundamental knowledge of bookkeeping (including basic accounting terminology), and they should be familiar with personal computers and the Windows operating system.
Table of Contents:
Unit 1: Getting started
Topic A: Introducing QuickBooks 2005
Topic B: Getting Help and closing QuickBooks
Unit 2: Setting up a new company
Topic A: Introducing the EasyStep Interview
Topic B: Setting up income and expenses
Topic C: Entering opening balances
Unit 3: Working with lists
Topic A: Introducing the Chart of Accounts
Topic B: Managing customers and vendors
Topic C: Working with the Item List
Topic D: Adding custom fields
Unit 4: Working with business forms
Topic A: Creating invoices and credit memos
Topic B: Sales receipts and customer payments
Topic C: Purchase orders and inventory
Topic D: Finding completed forms
Unit 5: Banking and billing activities
Topic A: Writing and printing checks
Topic B: Managing bank account transactions
Topic C: Entering and paying bills
Topic D: Introduction to payroll
Unit 6: Working with reports and budgets
Topic A: Generating reports and graphs
Topic B: Setting up budgets
Unit 7: Protecting and backing up data
Topic A: Protecting and sharing data
Topic B: Backing up data