Course Specifications
Course number: TLR0813
Course length: 1 day
Software: QuickBooks® Pro 2014
Course Description
This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted
in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products
that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to
assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to
its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of
this version. Regardless of your skill level, you will learn with the greatest of ease.
Prerequisites: You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding
of the computer operating system you are using is recommended.
Delivery Method: Instructor-led or self-paced
Hardware/Software Requirements
Performance-Based Objectives
- Set up a company
- Work with lists
- Set up inventory
- Sell your product
- Invoice for services
- Process payments
- Work with bank accounts
- Enter and pay bills
- Use the EasyStep Interview
Course Content
- Lesson 1: Getting Started
- Topic 1A: Starting QuickBooks
- Topic 1B: Setting QuickBooks Preferences
- Topic 1C: Identifying Components of the QuickBooks Operating Environment
- Topic 1D: Using QuickBooks Help
- Topic 1G: Identifying Common Business Terms
- Topic 1H: Setting Up QuickBooks in Multi-User Mode
- Topic 1I: Updating QuickBooks
- Topic 1J: Backing Up and Restoring a Company File
- Topic 1K: Exiting QuickBooks
- Topic 1L: Review
- Lesson 2: Setting Up a Company
- Topic 2A: Creating a QuickBooks Company
- Topic 2B: Using the Chart of Accounts
- Topic 2C: Setting Up a Password
- Topic 2D: Setting a Closing Date
- Topic 2E: Review
- Lesson 3: Working with Lists
- Topic 3A: Creating Company Lists
- Topic 3B: Working with the Customers & Jobs List
- Topic 3C: Working with the Employees List
- Topic 3D: Working with the Vendors List
- Topic 3E: Working with the Items List
- Topic 3F: Working with Other Lists
- Topic 3G: Managing Lists
- Topic 3H: Review
- Lesson 4: Setting Up Inventory
- Topic 4A: Entering Inventory
- Topic 4B: Ordering Inventory
- Topic 4C: Receiving Inventory
- Topic 4D: Paying for Inventory
- Topic 4E: Manually Adjusting Inventory
- Topic 4F: Review
- Lesson 5: Selling Your Product
- Topic 5A: Creating Product Invoices
- Topic 5B: Applying Credit to Invoices
- Topic 5C: Emailing Invoices
- Topic 5D: Setting Price Levels
- Topic 5E: Creating Sales Receipts
- Topic 5F: Review
- Lesson 6: Invoicing for Services
- Topic 6A: Setting Up a Service Item
- Topic 6B: Changing the Invoice Format
- Topic 6C: Creating a Service Invoice
- Topic 6D: Editing an Invoice
- Topic 6E: Voiding an Invoice
- Topic 6F: Deleting an Invoice
- Topic 6G: Entering Statement Charges
- Topic 6H: Creating Billing Statements
- Topic 6I: Review
- Lesson 7: Processing Payments
- Topic 7A: Displaying the Open Invoices Report
- Topic 7B: Using the Income Tracker
- Topic 7C: Receiving Payments for Invoices
- Topic 7D: Making Deposits
- Topic 7E: Handling Bounced Checks
- Topic 7F: Review
- Lesson 8: Working with Bank Accounts
- Topic 8A: Writing a QuickBooks Check
- Topic 8B: Voiding a QuickBooks Check
- Topic 8C: Using Bank Account Registers
- Topic 8D: Entering a Handwritten Check
- Topic 8E: Transferring Funds Between Accounts
- Topic 8F: Reconciling Checking Accounts
- Topic 8G: Review
- Lesson 9: Entering and Paying Bills
- Topic 9A: Handling Expenses
- Topic 9B: Using QuickBooks for Accounts Payable
- Topic 9C: Entering Bills
- Topic 9D: Paying Bills
- Topic 9E: Entering Vendor Credit
- Topic 9F: Review
- Appendix A: Using the EasyStep Interview
- Using the EasyStep Interview
- Review