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QuickBooks Desktop Introduction -GQBI21

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Course data

General

Announcements

Course Setup - Lab Files and Software Installation

Course Setup - Lab Files and Software Installation

Resource Folder - Lab Files

Course Outline - Introduction

Course Outline - Introduction

Getting Started

Getting Started - Introduction

Starting QuickBooks - Discussion

Starting QuickBooks - Lab

Setting QuickBooks Preferences - Discussion

Setting QuickBooks Preferences - Lab

Identifying Components of the QuickBooks Operating Environment - Discussion

Using QuickBooks Search - Discussion

Using QuickBooks Search - Lab

Customizing the Icon Bar - Discussion

Customizing the Icon Bar - Lab

QuickBooks Desktop - Discussion

Forms Registers and Lists - Discussion

Using QuickBooks Registers - Discussion

Using QuickBooks Lists - Discussion

Open Windows - Discussion

The Quickbooks Home Page - Discussion

Customizing the Home Page - Lab

The Insights Page - Discussion

The Company Snapshot - Discussion

Using QuickBooks Help - Discussion

Identifying Common Business Terms - Discussion

Exiting QuickBooks - Lab

Getting Started - Review

Setting Up a Company

Setting Up a Company - Introduction

Creating a QuickBooks Company - Discussion

Create a QuickBooks Company - Lab

Using a Chart of Accounts - Discussion

Using Account Numbers - Lab

Searching for an Account - Lab

Editing an Account - Discussion

Editing an Account - Lab

Adding an Account - Lab

Deleting an Account - Lab

Moving an Account - Lab

Adding Sub-Accounts - Lab

Entering Account Open Balances - Discussion

Entering Account Open Balances - Lab

Setting Up a Company File - Review

Working with Lists

Working with Lists - Introduction

Creating Company Lists - Discussion

Creating Company Lists - Lab

Working with the Customers and Jobs List - Discussion

Adding a New Customer - Lab

Creating Customer Groups - Lab

Working with the Employees List - Discussion

Adding a New Employee - Lab

Working with the Vendors List - Discussion

Adding New Vendor - Lab

Adding Custom Fields - Discussion

Adding Custom Fields - Lab

Working with Item List - Discussion

Working with Other Lists - Discussion

Managing Lists - Discussion

Sorting Lists - Lab

Merging List Items - Discussion

Merging List Items - Lab

Renaming List Items - Lab

Deleting List Items - Lab

Making List Items Inactive - Lab

Working With Lists - Review

Setting Up Inventory

Setting Up Inventory - Introduction

Entering Inventory - Discussion

Entering Inventory Lab

Ordering Inventory - Discussion

Creating a Purchase Order - Lab

Generating a Purchase Orders Report - Lab

Receiving Inventory - Discussion

Receiving Inventory - Lab

Paying for Inventory - Discussion

Paying for Inventory - Lab

Manually Adjusting Inventory - Discussion

Manually Adjusting Inventory - Lab

Setting Up Inventory - Review

Selling Your Product

Selling Your Product - Introduction

Creating Product Invoices - Discussion

Creating Product Invoices - Lab

Applying Credit to Invoices - Discussion

Applying Credit to Invoices - Lab

Emailing Invoices - Discussion

Emailing Invoices - Lab

Setting Price Levels - Discussion

Setting Price Levels - Lab

Creating Sales Receipts - Discussion

Creating Sales Receipts - Lab

Selling Your Product - Review

Invoicing for Services

Invoicing for Services - Introduction

Setting Up a Service Invoice - Discussion

Setting Up a Service Invoice - Lab

Changing the Invoice Format - Discussion

Service Format - Lab

Creating a Service Invoice - Lab

Editing an Invoice - Discussion

Editing an Invoice - Lab

Voiding an Invoice - Lab

Deleting an Invoice - Lab

Entering Statement Charges - Discussion

Entering Statement Charges - Lab

Creating Billing Statements - Discussion

Creating Billing Statements - Lab

Automated Send Statements - Lab

Invoicing for Services - Review

Processing Payments

Processing Payments - Introduction

Displaying the Open Invoices Report - Lab

Using the Income Tracker - Discussion

Receiving Payments for Invoices - Discussion

Receiving Payments for Invoices - Lab

Making Deposits - Lab

Handling Bounced Checks - Discussion

Handling Bounced Checks - Lab

Processing Payments - Review

Working with Bank Accounts

Working with Bank Accounts - Introduction

Writing a QuickBooks Check - Lab

Voiding a Quickbooks Check - Lab

Using Bank Account Registers - Discussion

Using Bank Account Registers - Lab

Entering a Handwritten Check - Lab

Transferring Funds Between Accounts - Lab

Reconciling Checking Accounts - Discussion

Reconciling Checking Accounts - Lab

Working With Bank Accounts - Review

Entering and Paying Bills

Entering and Paying Bills - Introduction

Using Quickbooks for Accounts Payable - Discussion

Using Quickbooks for Accounts Payable - Lab

Using Bill Tracker - Lab

Entering Bills - Lab

Paying Bills - Lab

Entering Vendor Credit - Discussion

Entering Vendor Credit - Lab

Handling Expenses - Discussion

Managing Receipts - Discussion

Entering and Paying Bills - Review
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QuickBooks Desktop Introduction -GQBI21

Skill Level: Beginner

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