Location:

Ybor HCC Collaboration Studio
1602 N 15th St, Tampa, FL 33605

Parking: Parking is next to the building. 

Room:    132

Days:      Wednesday & Thursday 6:00pm - 9:30pm

Dates:    11/1/2023-11/2/2023

Note: The book will be given during the first session. 

Description: Get Going with Quick Books focuses on the basic features of this accounting software to record and track business transactions. 

• Prerequisites: You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.
• Delivery Method: Instructor-led, classroom-delivery learning with structured hands-on activities.
• Benefits: First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly refresh and learn new features and functionality of QuickBooks.

Course Objectives

Getting Started

• Starting QuickBooks
• Setting QuickBooks Preferences
• Identifying Components of the QuickBooks Operating Environment
• Using QuickBooks Help
• Identifying Common Business Terms
• Exiting QuickBooks

Setting Up a Company

• Creating a QuickBooks Company
• Using the Chart of Accounts

• Creating Company Lists
• Working with the Customers & Jobs List
• Working with the Employees List
• Working with the Vendors List
• Working with the Item List
• Working with Other Lists
• Managing Lists

Setting Up Inventory

• Entering Inventory
• Ordering Inventory
• Receiving Inventory
• Paying for Inventory
• Manually Adjusting Inventory

Selling Your Product

• Creating Product Invoices
• Applying Credit to Invoices
• Emailing Invoices
• Setting Price Levels
• Creating Sales Receipts

Invoicing for Services

• Setting Up a Service Item
• Changing the Invoice Format
• Creating a Service Invoice
• Editing an Invoice
• Voiding an Invoice
• Deleting an Invoice
• Entering Statement Charges
• Creating Billing Statements

Processing Payments

• Displaying the Open Invoices Report Using the Income Tracker
• Receiving Payments for Invoices
• Making Deposits
• Handling Bounced Checks

Working with Bank Accounts

• Writing a QuickBooks Check
• Voiding a QuickBooks Check
• Using Bank Account Registers
• Entering a Handwritten Check
• Transferring Funds Between Accounts
• Reconciling Checking Accounts

Entering and Paying Bills

• Handling Expenses
• Using QuickBooks for Accounts Payable
• Entering Bills
• Paying Bills
• Entering Vendor Credit

Instructor: Michael Jimenez, CPA 

For more information contact Liz Steacker at 813 253-6508 or email esteacker@hccfl.edu.