Quickbooks


1 Month 2 Hours / Day Morning / Evening

Course Description

An introductory course of the QuickBooks Pro accounting software, including setting up a new company and chart of accounts; recording transactions with customers, vendors and employees; managing lists; running reports and customizing them; changing forms and generating letters.

Getting Started & Setting up 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

 

Working 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

 

Working with Bank Accounts

 

 

  • Working with bank account registers
  • Common  features of QuickBooks Bank registers
  • Entering transactions into registers
  • Reconciliation of bank accounts in QuickBooks

 

Entering Sales Information

 

 

  • Learning about the different types of sales forms in QuickBooks
  • Learning about purchase orders and printing forms to PDF
  • 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 memorize invoices
  • 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

 

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
  • Learn how to process credit card transaction in QuickBooks

 

Entering and Paying Bills

 

 

  • Discuss the different ways to handle bills in QuickBooks
  • Recording and paying bills, write, print, and mail checks
  • Learn how to enter a discount for a bill from a vendor

 

Tracking and Paying Sales Taxes

 

  • Gaining an overview of sales taxes management in QuickBooks
  • How to properly setup sales taxes in QuickBooks
  • How to apply sales taxes to a sale
  • How to determine sales tax liability and pay sales tax liabilities

 

Doing Payroll in Quickbooks

 

  • Gaining an overview of managing payroll in QuickBooks
  • Learn how to properly setup payroll in QuickBooks
  • How to set up employees for payroll in QuickBooks
  • How to set up payroll schedules
  • How to pay employees and payroll liabilities.

 

Estimating and Progress Invoicing

 

  • Learning how to create job estimates
  • Finding estimates in the company file
  • Learning how to copy estimates
  • How to create invoices from estimates
  • How to display reports on projects
  • How to update a job or project status
  • How to make estimate inactive

 

Creating Reports and Analyzing Financial Data

 

  • Discussion of the tools for analyzing data in QuickBooks
  • How to create a Quick Report
  • How to add columns and reposition columns on a report
  • Learn about the different preset reports in QuickBooks
  • Practice creating reports and viewing them on screen
  • Customizing report information and look
  • How to export report to Excel and how filter reports in Excel
  • Learn about the different report graphs in QuickBooks
  • How to create and customize graphs

 

Tracking Time

 

  • Learning how to track time spent on a project
  • Learning how to invoice a customer for time worked on a project
  • How to create report for time tracking and learning about other project reports
  • How to pay non-employees for time worked – 1099s

 

Setting Up Inventory

 

  • 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

 

Learning Tips and Shortcuts to Quickbooks

 

Question and Answer session

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