Learn skills to use the software to manage business transactions and finances in the two-day QuickBooks Training Course.
Questions, please call 24/7 888-632-2093.
Questions, please call 24/7 888-632-2093.
In Module One, we begin with an overview of the desktop versus the online version of QuickBooks.
In Module Two, you will learn how to set up your company file. You will learn how to set up manually or use the EasyStep interview to guide you through the setup process, identify QuickBooks components, and convert desktop data to the online version.
In Module Three, you will learn how to set your preferences (preferences allow users to decide how they want QuickBooks to handle things or set personal preferences). How to set up user accounts (people authorized to use the different components of QuickBooks), create the chart of accounts, and use the company file search.
In Module Four, you will learn how to set up your customers and jobs. Create estimates, create invoices from those estimates, invoice customers for products and services, receive customer payments, make deposits, create credit memos and customer statements, and use the income tracker.
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Scheduled dates don’t work for you? Schedule your own start date (subject to availability). Contact customer service to check date availability at info@academyofbusinesstraining.com.
Recommended CPE credit: 16
Recommended field of study: Financial Accounting
Program level: Basic.
Advance preparation: None
Additional disclosure information
Continued from above…
In Module Five, you will learn how to set up vendors, enter bills, pay bills, and create credit memos.
In Module Six, you will learn to set up inventory items, create purchase orders, enter receipt of inventory items, create bills for those items, pay for the items, and manually adjust inventory.
In Module Seven, you will learn to set up your bank account registers, download transactions from your bank, create entries, write checks, download bank transfers, and reconcile your bank accounts.
In Module Eight, you will learn how to set up loan accounts, create loan payments, and use the loan manager.
In Module Nine, you will learn how to set up credit card accounts, enter credit card transactions, reconcile credit card accounts, and make payments.
You will learn about form templates, customizing forms, and using the layout designer in Module Ten.
In Module Eleven, you will learn about quick reports, the report center, creating reports, collapsing columns and rows, customizing reports, and memorizing reports.
In Module Twelve, you will learn about sales tax entry.
In Module Thirteen, you will learn about using the QuickBooks payroll service, setting up payroll, entering payroll items, setting up employees, paying employees, and paying payroll taxes.
In Module Fourteen, you will learn how to set up the leads center to track potential and existing customers. The Lead Center records basic information and includes To-Do notes that remind you to follow up later.
In Module Fifteen, you will learn how to create a mail merge, which allows you to easily merge QuickBooks data onto your Word documents either as tables or as mail-merged fields, and use mail merge main documents.
In Module Sixteen, you will learn how to create a budget and budget reports.
In Module Seventeen, you will learn about:
Also, you will learn how to: