QuickBooks Pro 2015: Setting Up (Currently Unavailable)

Author: L. Keith Jordan

Explore QuickBooks product lines, categories, versions, and features; network or standalone setup issues; and how to determine if QuickBooks is the right answer for a particular organization. Also review the process of creating a new QuickBooks Company Data file using the "Setup" or "No Company Open" window.

This is a brand new approach to the QuickBooks Pro series of CPE courses created by L. Keith Jordan, CPA. Previous courses have used a text format with illustrations. This course uses an audio-visual format with demonstrations (of course, a transcript is included for those who prefer). The video contains navigation controls and ADA captioning, and you can also jump to a particular part of the content by using the interactive table of contents or the search box.

Publication Date: February 2016

Designed For
Practitioners who may benefit from working more efficiently in QuickBooks.

Topics Covered

• Explore QuickBooks product lines, categories, versions, and features; network or standalone setup issues; and how to determine if QuickBooks is the right answer for a particular organization.
• Explore how to start the process of creating a new QuickBooks Company Data file using the "Setup" or "No Company Open" window; how to use the EasyStep Interview or the Express Start process to create a new QuickBooks Company Data file; and how to enter company information into QuickBooks.
• Explore the basic elements of the QuickBooks Desktop and Home Page and how to navigate both; how to determine the difference between QuickBooks User and Company Preferences; how to set or customize Preferences; and general recommendations for Preference settings.

Learning Objectives

• Identify the categories and versions of QuickBooks currently available and compare the features available in the Pro, Premier, and Enterprise Editions; and evaluate for whom QuickBooks is best suited, determine if QuickBooks meets company needs, and recommend the correct setup in single and multi-user environments.
• Use QuickBooks to open a new company file and initialize a chart of accounts; and explain how to add and edit company information in QuickBooks.
• Identify the basic elements of the QuickBooks Desktop and Home Page; and describe Preferences and determine Preferences settings.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (3 hours)

Program Prerequisites
Some knowledge of QuickBooks is helpful but not required.

Advance Preparation
None