AGC San Diego Construction Education & Safety Training Catalog 2015 July-December 2015 | Page 35
AGC San Diego Education & Safety Training Catalog July - December 2015
CONSTRUCTION TECHNOLOGY & SOFTWARE
Duration: One Day
Prerequisites: You can successfully complete this training guide without any prior software knowledge or computer experience.
A basic understanding of the computer operating system you are using is recommended.
QUICKBOOKS 2013 FOR WINDOWS
This course will cover:
Getting Started: Starting QuickBooks; Setting QuickBooks Preferences; Identifying Components of the QuickBooks Operating
Environment; Using QuickBooks Help; Identifying Common Business Terms; Setting Up QuickBooks in Multi-User Mode;
Updating QuickBooks; Backing Up and Restoring a Company File; Exiting QuickBooks
Setting Up a Company: Creating a QuickBooks Company; Using the Chart of Accounts; Setting Up a Password; Setting a
Closing Date
Working with Lists: Creating Company Lists; Working with the Customers & Jobs List; Working with the Employees List;
Working with the Vendors List; Working with the Items List; Working with Other Lists; Managing Lists
Setting Up Inventory: Entering Products into Inventory; Ordering Products; Receiving Inventory; Paying for Inventory; Manually
Adjusting Inventory
Selling Your Product: Creating Product Invoices; Applying Credit to Invoices; E-mailing Invoices; Setting Price Levels; Making
Cash Sales
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 Collections
Center; 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 & Paying Bills: Handling Expenses; Using QuickBooks for Accounts
Payable; Entering Bills; Paying Bills; Entering Vendor Credit
Date: July 31
Time: 8:00 am - 3:30 pm each day
AGC Member: $295
AGC Journeyman: $0
Non Member: $350
Instructor: Dr. D’Sunte Wilson
Location: Learnsoft Technology
Groups Training Facility
Torrey Pines Bank Building
4350 Executive Drive, Suite 100
San Diego, CA 92121
Additionally, this course will cover: Setting Up Inventory; Selling Your Product;
Using the Easystep Interview
The Associated General Contractors of America, San Diego Chapter, Inc.
Building Your Quality of Life
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