Quick Books2018-08-25T14:53:08+00:00

1) Introduction to QuickBooks

  • Learning how QuickBooks works and how to get around
  • Discussion of decisions to be made before using QuickBooks
  • Creating a new company file with QuickBooks
  • Customizing QuickBooks with the Easy-Step interview
  • Understanding QuickBooks workflows

2) Doing with Lists, Accounts Payable and Receivables

  • Learn how to set up chart of accounts
  • Setting up and managing customer information in QuickBooks
  • Creating professional looking invoices, printing and emailing invoices
  • Setting up and managing vendor information in QuickBooks
  • Custom fields for customer, vendors, items and list
  • Introduction to other account types of accounts in QuickBooks
  • Inventory Reports (Total Accounts payable and Bills Receivable Reports).

3) Manage Bank Accounts

  • Working with bank account registers (Deposits, Withdrawal Etc.)
  • Common features of QuickBooks Bank registers
  • Entering transactions into registers
  • Reconciliation of bank accounts in QuickBooks
  • Journal Entries, Trial Balance, Balance Sheet, profit & Loss A/c.

4) Entering Sales Information

  • Learning how to create invoices in QuickBooks
  • Learn the purpose of and use of the item list
  • Learn how to enter data on a sales form
  • How to add new items to the item list
  • How to associate price levels to customer records
  • How to create invoice letters and reminder statements
  • Multiple price level for Invoicing (Wholesale & Retail Pricing)

5) Receiving and Making Deposits

  • Learning how to record customer payments
  • Learning how to handle customer discounts, partial payments and overpayments
  • Recording payment and generating receipts

6) Entering and Paying Bills

  • Recording and paying bills, write, print, and mail checks
  • Learn how to enter a discount for a bill from a vendor
  • Setting up Assemblies

7) Setting Up Stock (Inventory Module)

  • Gaining an overview of what inventory will and won’t do in QuickBooks
  • Practice filing out purchase orders for inventory items
  • Tracking the receipt of inventory items in QuickBooks
  • Purchase and Sales order
  • Purchase and Sales Return.

8) Creating Job cost / Class List

  • Customer and Vendor Creation
  • Job Creation
  • Allocation of Expenses for Each Job
  • Job costing By Class
  • Job Profitability Reports

9) Working with Reports

  • Overall Report
  • Understanding the Balance Sheet
  • Reviewing the Profit and Loss Statement
  • Generating Report Graphs
  • Viewing Customer and Vendor Reports
  • How to export report to Excel and how filter reports in Excel

10) Backup and restore
11) Year-end wizard
12) Reports.

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