Course Title:  QuickBooks Level I
Course Number: SBX 7440
Course Hours:  15

Discover how to manage and maintain your business finances by automating your accounting and financial reporting functions. Use this computerized program to set your company’s chart of accounts, receive payments, pay bills, create lists, track cash sales, enter bills, create invoices, make deposits, reconcile bank accounts and write checks in order to more easily manage your financial decisions.

Objectives:
Upon successful completion of this course, the participant will be able to:  

1. Set up a Chart of Accounts
2. Create Invoices
3. Receive Payments
4. Track Both Cash and Charge Sales
5. Make Deposits
6. Pay Bills
7. Create Lists
8. Reconcile Bank Accounts
9. Produce Financial Reports

Content:

1. Class Introduction 
   • What does your company do?
   • What information will be important to your company
   • Introduction to the QuickBooks navigator
   • Goals/objectives
   • Business terms
   • Using exercise disk
   • Set up a company
     • Use chart of accounts
     • Open cash account 
2. Review company setup and answer questions
   • Lists
   • Creating a company
   • Customer/job
   • Employee
   • Vendor
   • Customized fields
   • Managing list
   • Working with bank accounts
     • Writing checks
     • Check registers
     • Handwritten checks
   • Entering and paying bills
   • Accounts Payable
   • Entering and paying bills
   • Learn to back up and restore QuickBooks on your computer
3. Review items
   • Items (creating)
     • Optional (setting up invoice)
     • (selling products)
   • Invoicing for Service
   • Payment Processing
4. Review
   
   • Optional (payment processing)
     
   • Reconciling and other accounts (charge cards, etc.)
   • Creating reports/graphs
     
   • Customizing