1

Introduction to QuickBooks Concepts and Basics

1

Business Terms Used in QuickBooks

1

Single User and Multi-User Modes

2

Adding Users in QuickBooks

3

File Types and Backup Options

1

Editing Accounts Chart, Adding New Customers to Existing Customers and Jobs List

2

Adding New Vendors to the Existing Vendors List

3

Custom Fields and Adding Such Fields

4

Managing Lists and Items

1

Registers and their Features, Working with Registers, Reconciliation

1

Sales Form

2

Portable Document Format

3

Creating Invoice

4

Invoice Transaction

5

New Item Addition to List

6

Price Levels

7

Reminder Statements

1

Recording Customer Payments

2

Discounts

3

Partial Payments

4

Overpayments

5

Down Payments

6

Recording Deposits

7

Cash Back

1

Handling Bills

2

Entering Bills in QuickBooks

3

Pay Bills Window

1

Using Accounts in QuickBooks

1

Account Types

2

Tracking Credit Card Transactions and Making Payments

1

Learning Financial Tools Such as QuickReports

2

Preset Reports and Graphs

3

Creating QuickReports

4

Saving Reports as PDF’s

5

Exporting and Filtering Reports

6

Various Types of Graphs

7

Customizing Graphs

1

Inventory

2

Purchase Order

3

Stock Loss or Increase

4

Setting Up Units of Measures

1

Sales Tax Collecting, Paying, Tracking

2

Determining Sales Tax Liability

1

Job Estimates, Data File, Duplicating Existing Estimate

2

Updating Job Status

3

Forms and QuickBooks Letters, Custom Invoice Form and Printing Invoices