QUICKBOOKS BASICS: (Also see Intermediate/Advanced QuickBooks Course Description) 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.