UpcomingQuickBooks Day 1 – Introduction and Setup

Rosalina Legaspi

Price Qty*
October 29, 2018 show details + $393.75 (CAD)  

  • October 29, 2018
    8:30 am - 4:00 pm

Lesson Objectives

The objective of this lesson is to introduce you to the basic operation of QuickBooks Premier. Upon successful completion of this lesson, you should know how to:

  • Manage QuickBooks files
  • Explain the QuickBooks screen components
  • Create, modify, find, edit and delete general ledger (GL) Accounts
  • Find and amend the company information
  • Input, adjust, and delete General Journal transactions
  • Produce a General Journal report
  • Open and restore QuickBooks files
  • Understand the Chart of Accounts
  • Work with QuickBooks Preferences
  • Input dates into QuickBooks
  • Create, recall and delete memorized transactions
  • Back up company data files

Setting Up Data Files and Customizing Settings

Lesson Objectives

The objective of this lesson is to show you how to convert from a different (manual) accounting system to QuickBooks. Upon successful completion of this lesson, you will be able to:

  • Use the EasyStep interview to set up your company data file
  • Enter the data file start date
  • Enter customers, vendors, and inventory items
  • Set up data file preferences
  • Enter the opening balances for General Ledger accounts
  • Enter additional customers, vendors, and opening balances
  • Enter additional inventory items and balances
  • Enter the company information
  • Use the Add/Edit Multiple List Entries windows
  • Enter opening balances
  • Add and modify General Ledger Accounts manually
  • Work with account numbers
  • Work with Registers
Rosalina LegaspiUpcomingQuickBooks Day 1 – Introduction and Setup