QUICKBOOKS LEVEL 1

Upon successful completion of this course, students will be able to: 
explore the QuickBooks interface and access the QuickBooks centers available in QuickBooks 2010 to familiarize yourself with the application. 
set up a company and update the Chart of Accounts using the EasyStep Interview Wizard feature. 
build and manage lists using the options available in the QuickBooks centers. 
manage inventory using the options in the Vendor Center. 
record a product sale in QuickBooks using the options in the Customer Center. 
create invoice for services using the options in the Vendors Center. 
work with bank accounts using the options provided in the Banking section of the QuickBooks interface. 
 

Course Content

Lesson 1: Getting Started with QuickBooks 2010 
Topic 1A: Explore the QuickBooks Interface 
Topic 1B: Access the QuickBooks Centers 
Topic 1C: Use QuickBooks Help 

Lesson 2: Entering Company Details 
Topic 2A: Create a Company 
Topic 2B: Update the Chart of Accounts 
Topic 2C: Save a Copy of the Company 

Lesson 3: Building QuickBooks Lists 
Topic 3A: Build Employees Lists 
Topic 3B: Build Item Lists 
Topic 3C: Build Customers and Jobs Lists 
Topic 3D: Build Vendors Lists 
Topic 3E: Modify Multiple List Entries 
Topic 3F: Manage Lists 

Lesson 4: Managing Inventory 
Topic 4A: Place Purchase Orders 
Topic 4B: Record Receipt of Inventory 
Topic 4C: Make Payments 
Topic 4D: Update Inventory Manually 

Lesson 5: Recording Product Sales 
Topic 5A: Create a Product Invoice 
Topic 5B: Record a Cash Sale 
Topic 5C: Prepare a Credit Memo 
Topic 5D: Track Customer Payments 

Lesson 6: Creating Service Invoices 
Topic 6A: Create a Service Invoice 
Topic 6B: Record Statement Charges 
Topic 6C: Generate a Billing Statement 

Lesson 7: Managing Bank Accounts 
Topic 7A: Record Deposits 
Topic 7B: Pay Using Checks 
Topic 7C: Maintain the Check Register 
Topic 7D: Transfer Funds Between Accounts 
Topic 7E: Reconcile the Accounts