Course Outline
QuickBooks Pro - Basics
Versions 2006 - 2011

P.O. Box 225                 
East Petersburg, PA 17520-0225

Phone:717-560-3552
E-Mail:
Registrar@pceasy.com


Program Objectives: Students will learn how to set up a QuickBooks company, create and edit basic transactions, view and filter reports, and reconcile bank accounts.

  • QuickBooks Components
  • Starting a New Company
  • QuickBooks Features
  • Home Screen
  • The Navigator
  • QuickBooks Preferences
  • Setting Up Users and Passwords
  • Chart of Accounts
  • Adding an Account
  • Adding a Subaccount
  • Editing an Account
  • Account Opening Balances
  • Adding Customers
  • Adding Customer Jobs
  • Editing a Customer or Job
  • Notepad
  • Adding/Editing Vendors
  • Adding/Editing Employees
  • Emergency Management Tax Wizard
  • Payroll Items
  • Payroll Deductions
  • Adding/Editing an Item
  • Adding Sales Tax
  • Creating Invoices
  • Creating Memorized Transactions
  • Using Memorized Transactions
  • Receiving Payment

 

 

  • Making a Bank Deposit
  • Accounts Payable
    • Entering a Bill
    • Paying Bills
    • Taking a Discount
  • Check Register
  • Writing Checks
  • General Journal Entries
  • Quick Reports
  • Setting up Budgets
  • Editing/Changing Budgets
  • Company Snapshot Feature
  • Reminders Box
  • Reports
    • Profit & Loss
    • Balance Sheet
    • Sales
    • Accounts Payable
    • Aging Receivables
    • Budget
    • Transaction
    • General Ledger
  • Report Filters
  • Memorize Custom Reports
  • Exporting Data to Excel
  • Reconciling a Bank Account

Course Prerequisite
Must have Windows and mouse proficiency
(4 CPE Credits)

Copyright PC Easy June, 2009