QB1 - QuickBooks 2003 - Getting Started
First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2003. Concepts in this course can be applied to older versions of QuickBooks.
Lesson 1: Getting Started
Starting QuickBooks
Introduction to QuickBooks
Using the Navigators List
Opening QuickBooks Pages
Using the Menu Bar
Using the 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 Product
Creating Invoices
Making Cash Sales
Lesson 6: Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements
Lesson 7: Processing Payments
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
Lesson 10: Using the EasyStep Interview
Using the EasyStep Interview
Lesson 11: Using Online Banking
Setting Up an Internet Connection
Activating Accounts
Reading Online Statements
Creating Online Payments
Submitting Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution