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) 

INVOICES AND PAYMENTS

Create, Edit, Customize, and Print invoices. Apply full or partial payments to open invoices. Handle discounts, credits, & refunds for customers. Make deposits. 

INVENTORY: 

Set-up inventory, create purchase orders, receive inventory items and bill, adjust inventory quantities.  

WRITE CHECKS: 

Handle printed or handwritten checks. Edit, Void, Split, Delete & Memorize checks. Enter ATM withdrawals, EFTs, etc.

RECONCILE STATEMENTS:  

Reconcile checking, savings, and credit card accounts. 

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.

PASSWORDS: 

Use passwords to control access to different parts of the QuickBooks program.

BUDGETS: 

Use budgets as a planning tool, then run reports to compare budget vs. actual income & expenses.

REMINDERS & TO DO LIST: 

Keep track of important activities with the Reminders and To Do features.

FIND: 

Use the Find feature to locate transactions of any type.

PREREQUISITES: 

Introduction to Windows/Computers or comparable experience.