QuickBooks Beginning (Desktop Version)
This class is intended for:
PC/Windows Users: YES
Mac Users: NO
Course Materials: FREE
Certificate of Completion (optional): $5
Course Length: 1 Day
QUICKBOOKS BASICS:
Navigating in QuickBooks, setting-up a company, working with Chart of Accounts.
LISTS:
Create & Edit Customer, Vendor, and Item lists (products, services, taxes, and shipping).
ACCOUNTS RECEIVABLE (INVOICES, SALES RECEIPTS, AND PAYMENTS):
Create, Edit, Customize, and Print invoices. Apply full or partial payments to open invoices. Handle discounts, credits, down payments, & refunds for customers. Make deposits.
INVENTORY:
Set-up inventory, create purchase orders, receive inventory items and bill, adjust inventory quantities.
CHECKS & CREDIT CARDS:
Handle printed or handwritten checks. Edit, Void, Split, Delete & Memorize checks. Enter ATM withdrawals, Debit Card transactions, EFTs, etc. Charge purchases on company credit cards. Transfer funds between accounts.
RECONCILE STATEMENTS:
Reconcile checking, savings, and credit card accounts. Learn how to download statements from bank or credit card company.
REPORTS AND GRAPHS:
Create, customize, and memorize a wide variety of reports & graphs: including profit & loss, balance sheet, sales reports, inventory reports, etc.
ACCOUNTS PAYABLE:
Use Accounts Payable to enter and pay bills. Pay bills using check or credit card. Handle discounts and credits with vendors.
BUDGETS:
Use budgets as a planning tool, then run reports to compare budget vs. actual income & expenses.
MISC:
Keep track of important activities with the Reminders and To Do features. Memorize checks, invoices, etc. Use the Find feature to locate transactions of any type. Customize invoices, etc.