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Recommended Prerequisites:
No previous QuickBooks experience is required

Version:
QuickBooks Pro 2009 (Canadian Version)

Course length:
Introductory Price! 60 minutes

Cost:
$49.95 + GST

Materials:
Each course includes a step-by-step guide of the subjects taught to help students successfully implement what they learned.

QuickBooks Made Easy | Navigating in QuickBooks

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Different people work in different ways. That is why QuickBooks offers so many choices for moving around the system and accessing information.

Learn all about navigating QuickBooks by understanding the workflow arrows on the Home page, and using various menus, centres, and icons which help make QuickBooks easy to use. This course will introduce you to the many ways to access transactions in QuickBooks so you can determine how you want to work in the system.

Because there are some functions you will use more than others, this course will show you how to customize the icon bar to give yourself quick access to those features. For faster and easier access to QuickBooks functions and data, you will also learn how to use keyboard shortcuts and open windows quickly. Personal preferences are another way to customize your QuickBooks interface. This course will show you what some of those preferences are and how to set them up.

An overview of QuickBooks help is also included in this course.

Learning Outcomes

Students who complete this course will know how to: 

  • Understand the workflow arrows on the Home page
  • Switch between single and multi-user mode
  • Use the workflow arrows, various menus, centres and icons to access information and transactions in QuickBooks
  • Customize the icon bar
  • Use keyboard shortcuts while working in QuickBooks
  • Use the Open Window List
  • Understand the difference between forms, lists and registers
  • Use QuickBooks Help
  • Understand and customize some of the personal preferences

Why You Need This Course

The QuickBooks interface is very flexible and offers many opportunities for customization. To maximize your efficiency in the system and make QuickBooks easy to use, it is important to gain a complete understanding of all of your options for moving around in the system and the various methods of personalizing your interface. If you work in a multi-user environment, you need to understand when you should work in multi-user mode and when you should switch to single-user mode. Lists, forms and registers are the basic elements of QuickBooks. Learning what they are is an important part of any introduction to the system.

Disclaimer:

Since these courses do not deal directly with specific and individual requirements, it is recommended that students obtain the necessary advice from an accountant, employer, QuickBooks® ProAdvisor® or such other appropriate expert with regards to their specific requirements or guidelines.