Bookkeeping: QuickBooks Fundamentals

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This course is designed for those interested to learn the basics of Bookkeeping: QuickBooks™ Fundamentals of setting up, creating, and operating the bookkeeping software.

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  • On Demand Video Lessons
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About This CourseBeginner

Along with examining how to navigate and understand how QuickBooks works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, entering and paying bills, through reconciling accounts and more.  Successful students will master the QB program where they can competently manage the day-to-day bookkeeping for their own company or those of others.

Topics covered include:

  • What is QuickBooks and How Do You Navigate It?
  • Setting Up and Customizing the Chart of Accounts
  • Writing Checks
  • Working with Check and other Account Registers
  • Printing Checks
  • Editing, Voiding and Deleting Checks
  • Recording Sales through Sales Receipts and Invoices
  • Issuing Customer Credits
  • Receiving, Posting and Depositing Payments
  • Entering and Paying Bills
  • Receiving Credit from Vendors
  • Reconciling Bank Statements and Credit Card Statements
  • All You Want To Know About QB Reports
  • Which Version of QB Is Right For You?
  • Setting Up Users, Access and Other Preferences
  • Backing Up QuickBooks™
  • Recording Journal Entries
  • Setting Up Your Own Company File

Who this course is for:

  • Small business owners, employees or students wanting to understand the fundamentals of the QuickBooks program.

Our Promise to You

By the end of this course, you will have learned Bookkeeping: QuickBooks™ Fundamentals

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Course Curriculum

Course Sections

Course Overview

Downloadable Materials

Instructor And Resources

What The Course Is And Isn’t

What Is Quickbooks™?

Recording A Transaction

Sample Companies

Navigating QuickBooks

Navigating QuickBooks – Some More

Navigating Lists

Chart Of Accounts – The Master List

Writing Checks

Writing Checks – The Rest Of The Story

Working With The Register

Printing Checks

Now What?

Sales Cycle And Lists

Customer List

Have To Have Something To Sell

Sales Receipts – Here And Now

Selling On Account

Receiving Payments On Account

Making Deposits

Customers’ Credits

Purchases And Vendor List

Entering Bills And Your Credits

Paying Your Bills

Buying With Credit Cards

What Is Reconciling?

Reconciling Bank Accounts

Reconciling Bank Accounts – Still More

Starting Balance Is Wrong?

Reconciling Credit Card Accounts

Report Center And Menu

Reports – An Overview

Modifying Content

Modifying Format

Section Introduction

Online, Versions, Etc.

Setting Up Users And Passwords

Preferences – An Introduction

Backing Up QuickBooks Files

Merging List Items

Recording A Journal Entry

Creating A New Company


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