Embedded Files
Assignments for Week One (October 18, 2021) - Please complete all Assignments, or Quiz.
Classroom:
Syllabus, New features of QuickBooks Desktop Pro 2019 and Creating a New company using Advanced Setup - Establish preferences, Update the Chart of Accounting List, Customize the System Default Accounts and Terms List, Update the Items List, Update the Customer and Vendor Centers, Adjust the new company file to follow the accounts basic of accounting, Display and print accounting reports and financial statements.
Reminders:
As a friendly reminder this is not a hybrid class. Students are required to be in an classroom environment to successfully pass this course. There will be no exceptions to this rule!
Lab:
Plan and Brainstorm
Create New Company
Team Project Assignment
Team A - Supply
Team B - Motor Transportation
Homework:
Download the required files on your personal computer. Print and Review the documents, prior to returning the next class.
Video
How to Create a Company in Quickbooks
New Features Part Two - Create Company
Assignments for Week Two (October 25, 2021) - Please complete all Assignments, or Quiz.
Classroom:
Syllabus, New Company Setup Advanced Setup Continued - Setting up or changing passwords, changing preferences, Editing chart of accounts, Deleting/Adding income and expense accounts, Getting help while using QuickBooks, Working with the Customer job list and working with the Vendor list.
Lab:
Setup company with the Advanced Setup option
Add six income and expense accounts (Auto loan, Saving, Checking, Company CC, and PayPal)
Add six vendors (examples: Wal-Mart, USPS, Best Buy, Staples, Office Maxx or Amazon)
Homework:
Download the required files on your personal computer. Print and Review the documents, prior to returning the next class.
Video
New Features Part Three - Updating Information
Assignments for Week Three (November 1, 2021) - Please complete all Assignments, or Quiz.
Classroom:
Syllabus, Vendors - Identify the system default accounts for vendors, Update the Vendor Center, Record purchases an account in the Enter Bill window, Process credit memos in the Enter Bills window, Record payments of accounts payable in the Pay Bills window, Record cash purchases in the Write Checks window, Display and print vendor-related reports.
Lab:
Enter Bills
Manage vendors
Print vendor-related reports
Homework:
Download the required files on your personal computer. Print and Review the documents, prior to returning the next class.
Video
Quick Books Interface
Assignments for Week Four (November 6, 2021) - Please complete all Assignments, or Quiz.
Classroom:
Syllabus, Customers - Identify the system default accounts for vendors, Update the Customer Center, Record sales on account in the Create Invoices window. Record collections of accounts receivable in the Receive Payments window. Record cash sales in the Enter Sales Receipts window. Record cash deposits in the Make deposits window. Display and print customer-related reports.
Lab:
Add Customers
Create Invoices
Homework:
Download the required files on your personal computer. Print and Review the documents, prior to returning the next class.
Video
Assignments for Week Five (November 13, 2021) - Please complete all Assignments, or Quiz.
Classroom:
Syllabus, Purchase Orders & Banking - Creating purchase orders, working with bank accounts, use check writing feature, using bank account registers, other account types in QuickBooks, using Accounts Payable in QuickBooks, working with Equity/Asset accounts, transferring money between accounts.
Lab:
Create purchase orders
Homework:
Download the required files on your personal computer. Print and Review the documents, prior to returning the next class.
Video
Assignments for Week Six (November 20, 2021) - Please complete all Assignments, or Quiz.
Classroom:
Syllabus, Customizing your company file - reconciling bank accounts, working with Asset & Liability accounts, analyzing financial data, report & graphs help you understand your business, creating & customizing pre-set reports, saving report setting, printing report.
Lab:
Managing Accounts
Assets and liabilities
Homework:
Download the required files on your personal computer. Print and Review the documents, prior to returning the next class.
Video
Assignments for Week Seven (December 7, 2021) - Please complete all Assignments, or Quiz.
Classroom:
Syllabus, Review / Practice - Customizing customer file, importing a company file, pay bills, adjust quantity on hand, create purchase orders, create invoices, receive payments, deposits and reconcile bank accounts.
Import Company file
Managing Reports
Printing reports
Homework:
Download the required files on your personal computer. Print and Review the documents, prior to returning the next class.
Video
Assignments for Week Eight (December 14, 2021) - Please complete all Assignments, or Quiz.
Classroom:
Syllabus, Final Project - Start a new company (using advance setup, make adjustments using the preference window, customize the chart of accounts (COA), set up sales tax, add items to inventory, add customers, add vendors, pay bills, create sales receipts). Complete the new business (pay sales tax/view liability report, deposits, adjust quantity on hand, create purchase orders, create invoices and reconcile bank accounts).
Lab:
Creating an inventory list
Managing inventory
Printing inventory
Homework:
Download the required files on your personal computer. Print and Review the documents, prior to returning the next class.
Video
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