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
Convenience and Quality instruction is our goal at John Mason Institute.
Available formats
Live in person instructor at our classroom or remote instruction in the traditional classroom style
Remote one on one instruction for your convenience with our top quality teachers.
Instruction with a very flexible schedule
Do you need a class date and time not on the schedule or prefer the instruction be done at your location? Then please contact us and we work very hard to meet your needs.