2015 Get Going With QuickBooks Students for Windows

$40.00 (+ s&h)

Self-Study or seminar led, Beginner Class

New in this Guide

– Insights Dashboard on Home page
– Improved, Modern Navigation makes QuickBooks easier
– Ribbon layout instantly shows your options
– Customer, Employee & Vendor Centers put more information at the fingertips
– New tab functionality
– Multi User Admin
– Income Tracker has been improved
– Flags on Billable Time & Costs
– Company File

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SKU: GG2015 Categories: ,


Course Specifications

ISBN#: 978-1-942020-00-4

Item Number: GG2015
Hours of Instruction based on users skill-set: 8-12

System Requirements
This course covers features that are in QuickBooks Pro Edition 2015, sold separately. Verify that QuickBooks 2015 software is installed on your computer. Please refer to your software installation instructions for specific hardware requirements.

QuickBooks 2015 software and a Windows XP, Windows Vista 64, Windows Server 2003, Windows Server 2008, or Windows 7 operating system. Refer to the QuickBooks software installation instructions for specific hardware requirements.

Course Description

You can successfully complete this course 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, self-paced, classroom-delivery learning model with structured hands-on activities.

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015.

What’s New in this Guide

– Insights Dashboard on Home page:
Gives you the ability to view your profit and loss, income and expenses as well as your top customers

– New tab functionality:
Shows “transactions”, “contacts”, “to dos” and “notes” on the same page — no need to launch new windows

– Multi User Admin:
The Admin user now has the ability to end another user’s QuickBooks session even if they have unsaved data. This is mostly needed for those times you need to create a backup or other changes that require everyone to be logged out of the system, but some users failed to do so.

– Income Tracker has been improved to add Time & Expenses transactions to the money bar. In addition, you have the option of excluding estimates, sales orders and time & expenses from the unbilled section of the money bar.

– Flags on Billable Time & Costs:
When you are adding billable time and costs to an invoice you can see how many records there are available in the various tabs, making it less likely that you’ll overlook something.

-Company File:
This feature lets you send a portable company file to someone (i.e., exchanging this between the accounting professional and the client) more easily than before.

Course Objectives

Getting Started
Starting QuickBooks
Setting up QuickBooks Preferences
Identifying Components of the QuickBooks
Operating Environment
Opening QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks

Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts

Working with Lists
Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Working with the Item List
Working with Other Lists
Managing Lists

Setting Up Inventory
Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory

Selling Your Product
Creating Product Invoices
Applying Credit to Invoices
E-mailing Invoices
Setting Price Levels
Creating Sales Receipts

Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Editing and Invoice
Voiding an Invoice
Deleting an Invoice
Entering Statement Charges
Creating Billing Statements

Processing Payments
Display the Open Invoices Report
Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks

Working with Bank Accounts
Writing a QuickBooks Check
Voiding a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts

Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Entering Vendor Credit

Using the EasyStep Interview
Using the EasyStep Interview