Quickbooks - Intro

This Quickbooks Intro course is 1 Day in duration.

Prerequisites

A good working knowledge of computers/Windows and a knowledge of bookkeeping.

Benefits

After completion of this course, students will be able to do the following:

• Working with forms, lists and registers
• Track revenue by invoices and sales receipts
• Receive customer payments and make deposits
• Enter expenses paid from bank and credit card accounts
• Reconcile bank and credit card accounts
• Generate basic reports

Introduction

• New Features
• Creating Your Company File
• Identifying Components of QuickBooks Environment
• QuickBook Preferences 

Customizing QuickBooks

•  Setting Up Users
•  Creating & Using the Chart of Accounts

Working with Customers & Jobs

• Creating Customer List
• Creating Estimates
• Invoicing from Estimates
• Invoicing Customers
• Receiving Payments
• Creating Deposits
• Creating Credit Memos
• Creating Statements

Working with Vendors

• Working with Vendors
• Entering Bills
• Paying Bills

Working with Items & Inventory

• Working with Items
• Creating Purchase Orders
• Receiving Items
• Creating Bills for Items
• Paying for Items
• Manually Adjusting Items

Working with QuickBooks Registers

• Working with Registers
• Creating Entries & Writing Checks

Reconciling Statements

• Reconciling Statements

Working with Loans

• Setting Up Loans in the Chart of Accounts
• Creating Loan Payments

Working with Credit Cards

• Setting Up Credit Card Accounts
• Entering Credit Card Transactions
• Creating Credit Card Payments

Customizing Forms

• Form Customization
• Layout Designer

Reports

• Working with Reports
• Customizing Reports
• Memorizing Reports

Working with Sales Tax

• Working with Sales Tax Items
• Paying Sales Tax
• Other QuickBook Features
• Searching in QuickBooks
• Creating To-Dos
• Mail Merges
• Memorizing Transactions
• Customizing the Icon Bar
• Backing Up

QuickBooks Intro