Module 3 Working With Lists

This is the course dashboard. To access the lessons, become a Taster or join the Silver Club.

View Previous View Next

QuickBooks 101
- Module 1 Getting Started
  - Getting Around – Using menus, multiple windows, the home page, and other time savers.
  - Using Forms, Lists, and Registers
  - Chart of Accounts
  - Backing Up and Exiting QuickBooks
- Module 2 Setting Up
  - Adding Customers
  - Adding A Job
  - Adding Vendors
  - Setting Up Additional Accounts
  - Adding Items
- Module 3 Working With Lists
  - Adding Custom Fields
  - Managing Lists: Sorting, Merging, and Editing
- Module 4 Working With Bank Accounts
  - Writing a QuickBooks Check
  - Reconciling Checking Accounts
  - Using “Find” – Locating Specific Transactions
- Module 5 Using Other Accounts In QuickBooks
  - Using Credit Cards
- Module 6 Entering Sales Information
  - Using Sales Forms
  - Generating Customer Statements
- Module 7 Receiving Payments & Making Deposits
  - Recording Customers Payments & Prepayment
  - Making Deposits
  - How to Handle a Customer Bounced Check
  - Handling Customer Small Under Payment
- Module 8 Entering and Paying Bills
  - Entering Bills
  - Paying Bills
- Module 9 Analyzing Financial Data
  - Creating QuickReports
  - Reports 101
  - Customizing Reports
  - Print Reports & Exporting to Excel
- Module 10 Setting Up Inventory
  - Creating an Inventory System
- Module 11 Tracking and Paying Sales Tax
  - Overview of Sales Tax in QuickBooks
- Module 15 Customizing Forms
  - Creating & Customizing Templates