Synopsis
QuickBooks®: Managing Accounts and Lists shows users how to use QuickBooks to track accounts and manage items in their companies. This includes how to create and manage lists for viewing and how to generate reports and graphs for visually assessing a company's accounting status.

Audience
This course is for anyone who requires a business accounting program and wants to get the most out of using QuickBooks.

Time
3 hours

Product Code: QBKC04

After completing QuickBooks®: Managing Accounts and Lists the user should be able to:

Add and delete accounts
Use the standard account list
Print a chart of accounts list and graphs
Find and add items to lists
View items in lists
Manage invoices prices receipts and bills for items in lists
Create customer vendor and employee lists
Generate item reports and graphs


Understanding Accounts and Accounting

Understanding the importance of accounting
What is an account?
Types of accounts


Adding and Deleting Accounts

Adding accounts
Deleting accounts
Printing a Chart of Accounts list


Understanding Items

Items are the backbone of QuickBooks
Types of items
Working with items


Viewing Finding and Adding Items in Lists

Locating items with lists
Features common to all lists


Managing Items

Creating a price change
Calculating new prices
Receiving items bills and credit


Creating Item Reports and Graphs

Making reports based on items
Creating reports from the Item list


Customer Vendor and Employee Lists

Customer: Job list
Vendor list
Employee list


This course has the following features:

Exercises that allow users to practice in QuickBooks 6.0
A file containing the text of the exercises
Simulations that allow users to practice course skills even if they don't have access to QuickBooks 6.0
A glossary
A Skill Assessment


QuickBooks®: The First Time in QuickBooks® (QBKC01)
QuickBooks®: Setting Up Accounting (QBKC02)
QuickBooks®: Entering Historical Data (QBKC03)


QuickBooks® is a registered trademark of Intuit Inc.


 


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