This course covers the more basic aspects of QuickBooks Pro 2014, teaching the student how to: 1) set up a QuickBooks company file; 2) work with preferences, items, lists, and forms; 3) work with the Fixed Asset Item List and the Loan Manager; 4) create purchase orders, accounts payable transactions, and automated and manual checks; 5) create customer invoices, and receive payments and make deposits; 6) process payroll transactions and create payroll checks; 7) modify forms to create a customized appearance; 8) create journal entries and understand when they are needed; 9) reconcile bank accounts; 10) create, modify, and export reports; and 11) maintain QuickBooks company data files.
Delivery Method: Online Interactive Self Study
Prerequisites: A computer and a copy of Quickbooks 2014
Advanced Preparation: None
Policies: Click here
L. Keith Jordan
Category: Computer Software
Field of Study:
Passing Score: 70%
For More Detail:
Chapter 1: An Overview
1. Identify the categories and versions of QuickBooks currently available and compare the features available in the Pro, Premier, and Enterprise Editions; and
2. Determine for whom QuickBooks is best suited, determine if QuickBooks meets company needs, and recommend the correct setup in single and multi-user environments.
Chapter 2: Getting Started
1. Use QuickBooks to open a new company file and initialize the chart of accounts; and
2. Recognize how to add and edit company information in QuickBooks.
For More Objectives:
CPA: Suitable for all CPAs
IRS: Enrolled Agents Program Number