Course Outline
QuickBooks Pro - Basics
Versions 2006 - 2011

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