QUICKBOOKS
BASICS: (Also
see
Intermediate/Advanced QuickBooks
)
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)
INVOICES 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.
PREREQUISITES:
MS Windows & PC computer experience.
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NOTE: Taught by a
Certified QuickBooks ProAdvisor.
Course Length: 6
hours.