Desktop Computer Skills
QuickBooks Pro 2017 Fundamentals
Employees, Banking, and Reports
Getting Started with QuickBooks Pro 2017
Interface and Company Settings
Vendors, Bills, Customers, and Income

Employees, Banking, and Reports

Course Number:
ds_qpro_a04_it_enus
Lesson Objectives

Employees, Banking, and Reports

  • start the course
  • demonstrate the various features of the Employee Center
  • demonstrate how to manage employee information
  • describe how to enter employee timesheets
  • describe how to enter vehicles and mileage
  • describe how to add bank accounts
  • describe how to write cheques
  • describe how to access and use the QuickBooks Register to review and enter transactions
  • describe how to manage credit card information
  • describe how to reconcile QuickBooks transactions with your bank account
  • describe how to access and use the Report Center
  • describe how to use preset reports
  • describe how to generate your own custom reports

Overview/Description
QuickBooks Pro 2017 is far more than accounts receivable and accounts payable. In fact, QuickBooks offers sophisticated tools for managing business accounting regardless of scope. In this course, you'll discover how to work with employees and payroll, banking (including online banking), and reporting.

Target Audience
Business professionals who wish to enter and manage all accounting transactions of an organization

Getting Started with QuickBooks Pro 2017

Course Number:
ds_qpro_a01_it_enus
Lesson Objectives

Getting Started with QuickBooks Pro 2017

  • start the course
  • describe QuickBooks Pro 2017 and basic accounting concepts
  • perform a QuickBooks Pro 2017 and QuickBooks Server Manager installation
  • describe how to keep QuickBooks up-to-date
  • perform QuickBooks configuration using application preferences
  • configure and work with the QuickBooks Server Manager
  • describe how to use QuickBooks company files located on a network computer
  • describe how to set up a new company and choose initial settings
  • enter customers, sales items, and bank accounts in QuickBooks after the creation of a new company file
  • describe how to back up and restore company files in QuickBooks
  • perform a scan and recovery of a QuickBooks company file using the File Doctor tool
  • describe the QuickBooks interface and its various aspects
  • describe the QuickBooks Home page

Overview/Description
The QuickBooks Pro 2017 interface unlocks the door to a powerful accounting system for businesses of all sizes. At face value it's deceptively simple, but it holds the ability to manage all day-to-day financial transactions from invoicing to banking. In this course, you'll be introduced to the QuickBooks Pro 2017 interface, and you'll learn how to get started with QuickBooks by setting up a new company and working with basic transactions. You'll also discover how to protect your data and recover from unexpected issues, as well as how to set up QuickBooks so it can be accessed by multiple users.

Target Audience
Business professionals who wish to enter and manage all accounting transactions of an organization

Interface and Company Settings

Course Number:
ds_qpro_a02_it_enus
Lesson Objectives

Interface and Company Settings

  • start the course
  • demonstrate how to work with the QuickBooks Shortcuts panel
  • demonstrate use of the menu system and describe how it complements the main interface
  • describe how to turn on payroll, order checks and supplies, add more users, and accept credit cards
  • describe the QuickBooks Community and how it can be used to search for information and enhance the user experience
  • describe the QuickBooks Chart of Accounts and how it relates to your business accounting
  • demonstrate how to modify accounts in the QuickBooks Chart of Accounts
  • describe how products and services can be added as separate income accounts
  • demonstrate how to add and remove items and services in QuickBooks
  • describe the QuickBooks calendar and how it can assist you in tracking important financial information
  • describe how to set up sales tax items
  • describe how to set up your company to receive inventory
  • describe how to use the document center and attach documents to transactions and items

Overview/Description
The QuickBooks Pro 2017 interface allows you to effect precise detail on your company information, account settings, items and services, and sales tax and assets. In this course, you'll explore in greater depth the QuickBooks Pro 2017 interface, and you'll learn how to get started with QuickBooks by using the company pane, tweaking your company settings, tracking accounts, items, and services, and setting up sales taxes and fixed assets.

Target Audience
Business professionals who wish to enter and manage all accounting transactions of an organization

Vendors, Bills, Customers, and Income

Course Number:
ds_qpro_a03_it_enus
Lesson Objectives

Vendors, Bills, Customers, and Income

  • start the course
  • describe how to create vendor profiles
  • demonstrate how to enter purchase orders and receive inventory items
  • demonstrate how to enter bills
  • demonstrate how to pay bills
  • demonstrate how to file sales tax
  • describe how to create customer profiles
  • demonstrate how to create customer jobs and assign them to customers
  • describe how to create estimates
  • demonstrate how to create invoices
  • demonstrate how to create sales receipts
  • demonstrate how to create refunds and credits
  • demonstrate how to receive payments and record deposits

Overview/Description
Once you've mastered the QuickBooks Pro 2017 interface and set up your company file, you can begin to enter information and record transactions. In this course, you'll discover how to enter new vendors and customers, enter bills and invoices, and track and reconcile transactions.

Target Audience
Business professionals who wish to enter and manage all accounting transactions of an organization

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