Topics Covered:

The QuickBooks Environment

1. The Home Page and Insights Tabs

2. The Centers

3. The Menu Bar and Keyboard Shortcuts

4. The Open Window List

5. The Icon Bar

6. Customizing the Icon Bar

7. The Chart of Accounts

8. Accounting Methods

9. Financial Reports

Creating a QuickBooks Company File

1. Using Express Start

2. Using the EasyStep Interview

3. Returning to the Easy Step Interview

4. Creating a Local Backup Copy

5. Restoring a Company File from a Local Backup Copy

6. Setting Up Users

7. Single and Multiple User Modes

8. Closing Company Files

9. Opening a Company File

Using Lists

1. Using Lists

2. The Chart of Accounts

3. The Customers & Jobs List

4. The Employees List

5. The Vendors List

6. Using Custom Fields

7. Sorting List

8. Inactivating and Reactivating List Items

9. Printing Lists

10. Renaming & Merging List Items

11. Adding Multiple List Entries from Excel

12. Customer Groups

Setting Up Sales Tax

1. The Sales Tax Process

2. Creating Tax Agencies

3. Creating Individual Sales Tax Items

4. Creating a Sales Tax Group

5. Setting Sales Tax Preferences

6. Indicating Taxable & Non-taxable Customers and Items

Setting Up Inventory Items

1. Setting Up Inventory

2. Creating Inventory Items

3. Creating a Purchase Order

4. Receiving Items with a Bill

5. Entering Item Receipts

6. Matching Bills to Item Receipts

7. Adjusting Inventory

Setting Up Other Items

1. Service Items

2. Non-Inventory Items

3. Other Charges

4. Subtotals

5. Groups

6. Discounts

7. Payments

8. Changing Item Prices

Basic Sales

1. Selecting a Sales Form

2. Creating an Invoice

3. Creating Batch Invoices

4. Creating a Sales Receipt

5. Finding Transaction Forms

6. Previewing Sales Forms

7. Printing Sales Forms

Using Price Levels

1. Using Price Levels

Creating Billing Statements

1. Setting Finance Charge Defaults

2. Entering Statement Charges

3. Applying Finance Charges and Creating Statements

Payment Processing

1. Recording Customer Payments

2. Entering a Partial Payment

3. Applying One Payment to Multiple Invoices

4. Entering Overpayments

5. Entering Down Payments or Prepayments

6. Applying Customer Credits

7. Making Deposits

8. Handling Bounced Checks

9. Automatically Transferring Credits Between Jobs

10. Manually Transferring Credits Between Jobs

Handling Refunds

1. Creating a Credit Memo and Refund Check

2. Refunding Customer Payments

Entering and Paying Bills

1. Setting Billing Preferences

2. Entering Bills

3. Paying Bills

4. Early Bill Payment Discounts