Get Going with QuickBooks 2001

Training Overview

Lesson 1. Getting Started

a. Understand QuickBooks basics

b. Use the Navigator list

c. Use QuickBooks on a network

d. Understand basic business terms

e. Exit QuickBooks

Lesson 2. Setting Up A Company

a. Create a QuickBooks company

b. Use the Chart of Accounts

c. Enter account opening balances

Lesson 3. Working With Lists

a. Create company lists

b. Work with the Customer: Job List

c. Work with the Employee List

d. Work with the Vendor List

e. Add customized fields

f. Manage lists

Lesson 4. Setting Up Inventory

a. Enter products into inventory

b. Order products

c. Receive inventory

d. Pay for inventory

e. Manually adjust inventory

Lesson 5 Selling Your Product

a. Create invoices

b. Make cash sales

Lesson 6 Invoicing For Services

a. Set up a service item

b. Change the invoice format

c. Create a Service invoice

d. Enter statement charges

e. Create billing statements

Lesson 7 Processing Payments

a. Receive payments for invoices

b. Make deposits

c. Print statements

Lesson 8 Working With Bank Accounts

a. Write a QuickBooks check

b. Use bank account registers

c. Enter a handwritten check

d. Transfer funds between accounts

e. Reconcile checking accounts

Lesson 9 Entering And Paying Bills

a. Handle expenses

b. Use QuickBooks for accounts payable

c. Enter bills

d. Pay bills

Appendix A Using The Easystep Interview

a. Use the easystep interview

Appendix B Using Online Banking

a. Setup an Internet connection

b. Activate accounts

c. Read online statements

d. Create online payments

e. Submit payments online

f. Transfer funds online

g. Cancel online payments

h. Send e-mail to your financial institution