QuickBooks Desktop On-Demand: Introduction

*** Note: This is an On-Demand (self-study) Course, 4 days of content, 6-months unlimited access, $595 *** (Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.) You may take this course at any time; there are no set dates. This On-Demand (self-study) training course includes expert lectures, demonstrations and lab exercises that cover the same content as our QuickBooks Desktop Introduction and QuickStart Desktop Beyond the Basics instructor-led (ILT) classes. Note: The 6-month course access period begins at time of purchase. Overview This self-study on-demand course will introduce the basics of using QuickBooks Desktop. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit QuickBooks Desktop application. _ The QuickBooks Desktop Introduction course reviews basic features and functionality. You will learn to create a new company, set up inventory, produce invoices, process payments, and pay bills. The QuickBooks Desktop Beyond the Basics course reviews advanced features and functionality. You will learn more about recurring transactions, create reports and graphs, pay sales tax, prepare payroll and use online banking. In addition, we review estimating, time tracking and job costing as well as using QuickBooks to write customized letters to customers or vendors. _ Our On-Demand course is using Desktop 2018 Pro with the Desktop 2018 Pro software and is compatible with Pro, Premier and Enterprise desktop. You will need the QuickBooks software or a free trial. Prerequisites We recommend that individuals taking this class have a basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our On-Demand (self-study) course: Accounting On-Demand: Business Accounting, Bookkeeping & Payroll
Do You Still Prefer a Live, Instructor-led Class? Already know QuickBooks Desktop On-Demand is not right for you? We also offer this same course content in a live, instructor-led format. For more details, click on the link below: Quickbooks Training Classes & Certification
- Course Outlines - QuickBooks Desktop Introduction: Getting Started Starting QuickBooks Setting QuickBooks Preferences Identifying Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Review Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Review Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Review Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Review Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Review Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Review Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Review Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Review Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Entering Bills Paying Bills Entering Vendor Credit Review Using the EasyStep Interview Using the EasyStep Interview Review QuickBooks Desktop Beyond the Basics: Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Review Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Review Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Review Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Review Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Review Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Review Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Review Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Review Managing Company Files Using QuickBooks in Multi-User Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Review Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Review Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates Review