QuickBooks Pro Level 1

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About this Course

QuickBooks Pro is one of the most versatile and powerful accounting programs for small businesses on the market today. This class will teach students how to set up a QuickBooks company; enter account opening balances; create and customize company lists; set up inventory; invoice for services; process customer payments; work with bank accounts, enter and pay bills.


Proficiency with Windows required. Basic understanding of accounting principles is helpful.

Course Outline

Lesson 1: Getting Started

  • Introduction to QuickBooks
  • Using the Navigator List
  • Using QuickBooks Pages
  • Working with the Menu Bar and Icon Bar
  • Setting up QuickBooks on a Network
  • Learning Common Business Terms
  • Exiting QuickBooks

Lesson 2: Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • Entering Account Opening Balances

Lesson 3: Working with Lists

  • Creating Company Lists
  • Working with the Customer: Job List
  • Working with the Employee List
  • Working with the Vendor List
  • Adding Customized Fields
  • Managing Lists

Lesson 4: Setting up Inventory

  • Entering Products into Inventory
  • Ordering Products
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory

Lesson 5: Selling Your Products

  • Creating Invoices
  • Making Cash Sales

Lesson 6: Invoicing for Services

  • Setting Up a Service Item
  • Changing the Invoice
  • Creating a Service Invoice
  • Entering Statement Charges
  • Creating Billing Statements

Lesson 7: Payment Processing

  • Receiving Payments for Invoices
  • Making Deposits
  • Printing Statements

Lesson 8: Working with Bank Accounts

  • Writing a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds between Accounts
  • Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills

  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills