Who Should Take This Seminar: Introduction to QuickBooks instructs the user in the basic business accounting functions of QuickBooks, including accounts receivable, accounts payable, inventory management, payroll, and reporting. While the individual user may not plan on using all aspects of QuickBooks, exposure to all modules will be valuable and the concepts used in one module are generally applicable to other modules. Because the majority of people using QuickBooks do not use the payroll feature, coverage of that portion of the program will be limited. The student should be aware of bookkeeping/accounting concepts before taking this seminar and should have experience using other software designed for the Windows environment. Those uncertain whether this seminar is appropriate for them should call Systemetrics at (401) 275-2200.

1. QuickBooks Essentials
1. What is QuickBooks?
2. Setting up your company
3. QuickBooks working aids
1. Help
2. Navigators/Home Page
3. Centers
4. Working with lists, transactions, and reports
2. Working with Lists
1. Accessing lists
2. Managing lists
3. Managing Income and Expenses
1. Processing accounts receivable
1. Preparing sales receipts
2. Preparing an invoice
3. Preparing a credit/refund
4. Receiving payments
5. Making deposits
2. Processing accounts payable
1. Entering bills
2. Recording bills as paid
3. Issuing checks
3. Memorizing transactions
4. Managing Inventory
1. Using purchase orders
2. Maintaining inventory
5. Setting Up and Processing Payroll (brief overview)
1. Maintaining employee information
2. Managing payroll items
3. Running payroll
6. Working with Reports
1. Customizing reports
2. Memorizing reports
3. Using QuickZoom to view report details
4. Transferring data to Microsoft Excel