INTRODUCTION TO QUICKBOOKS OUTLINE
click below for
Intermediate Quickbooks Outline

Lesson One Getting Started
Using forms
Using lists
Using registers
Getting around in QuickBooks
Managing your open windows
Using the menu bar
Using the icon bar
Using the navigation bar
Making the Home Page Your Starting Point
Using the workflow diagram
Using the QuickBooks Coach
Making the Home page work for you
Your chart of accounts
There are two types of accounts:
About assets, liabilities, and equity
Assets
Liabilities
Equity

Lesson Two Setting Up Quickbooks
Creating a QuickBooks company
How many companies should you set up?
About the EasyStep Interview
Navigating through the Interview
Starting the EasyStep Interview
Entering company info
To create a new QuickBooks company files:
Setting up your business accounting
Completing company file setup
To add a customer:
Adding a job

Lesson Three Working With Lists
Using QuickBooks lists
Editing the chart of accounts
Adding subaccounts
Working with the Customers & Jobs list
Adding new customers
Working with the Employee Center
Adding new employees
Working with the Vendor Center
Adding new vendors
Providing additional vendor information
Adding custom fields

Lesson Four Entering Sales Information
Using sales forms in QuickBooks
When to use different types of sales forms
For payment at the time of sale
Using statements to bill customers
Understanding statement limitations
Choosing a template for sales forms
Filling in a sales form
To see the Accounts Receivable register:
Memorizing a sale
To recall a memorized sale:
Entering a new service item
Using multiple price levels
Associating price levels with customers
Using price levels on sales forms
Assigning price levels to individual line items
Reminding customers of overdue payments
Creating invoice letters
Processing sales orders
Tracking backorders
Tracking backorders on purchase orders

Lesson Five Making Deposits
Recording customer payments
Entering a partial payment
Applying one payment to multiple jobs
Entering overpayments
Handling down payments or prepayments
To create an invoice for a customer who made a down payment:
Making deposits
How QuickBooks handles the deposit
To view the Undeposited Funds account:
Getting cash back from a deposit