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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. |