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QuickBooks is the ideal business accounting software for small to mid-sized business owners.
You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
Contents and Overview
This training course covers the basics of using an accounting software, you will cover the importance of using QuickBooks as your accounting and bookkeeping tool.
Upon completion of this training course, you will be able to operate QuickBooks much more confidently and will understand how QuickBooks can be easily incorporated into your day to day bookkeeping and record keeping.
You will be able to analyse data in form of reports and would be able to make some positive decision with regards to your business activity.
This course is designed for beginners so please do not expect a lot from this training course, Thank you for joining my course.
**This information is provided as a guide, for further advice contact your Accountant.
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Desktop, iOS and Android.
Certificate of completion.
|Section 1: Introduction to QuickBooks 2015|
|Section 2: Setup a Company & Dashboard Features|
how to setup a company file in QuickBooks 2015Preview
Vendor Information Center
Customer Information center
Employee Information Center
Company and Banking Section
|Section 3: Initial Info Setup Process|
New Account Creation in COAPreview
How to Create Classes?
How to Create a Sales Taxes Item?
How to Create a Sales Tax Group Item?
How to Create Other Names?
How to Create an Item and a Discount Item?Preview
How to Create a Group Item?
How to Create a Subtotal Item?
How to Create a Service Item?
How to Create an Inventory Item?Preview
How to Create a Non-Inventory Item?
How to Create a Down Payment Received Item?
How to Create an Other Finance Charges Item?
|Section 4: Mega Process Customers and Supplier|
Item & Inventory Preferences
Jobs & Estimates Prefrences
Sales Customers Preferences
How to Create Profile Info & Sales Rep?
How to Create a Customer Type?
How to Create Job Type?
How to Create Payment Terms?
How to Create Payment Methods?
How to Create a Price Level?
How to Create a Customer?
Customer Account Setup
How to Create a Vendor?
How to Create an Invoice?
Customer Invoice and Sale credit Note
How to Use Statement Charges to Invoice?
How to Create a Sales Order?
How to Create an Invoice from a Sales Order?
How to Create Credit Memos and Refund Checks?
How to Generate Customer Statements?
Customers Receipts Part I
Customers Receipts Part II
How to Manage Customer Leads?
How to Import Leads?
How to Convert a Lead to a Customer?
How to Record Cash, Receive Payment & Bank Deposit
How to Create a Job Estimate?
How to Duplicate an Estimate?
How to Create Purchase Orders?
How to Enter Billls?
How to Enter Credit Card Charges & a Refund?
How to Pay Bills?
How to Record Items Received & Check Payments?
How to Print Checks in a Batch?
How to Pay the Sales Tax Liability?Preview
|Section 5: Supplier Account Setup|
|Section 6: Recording supplier/vendor bills and credit notes|
Recording supplier/vendor bills and credit notes
|Section 7: Suppliers Payments|
Suppliers Payments - Pay Bills
|Section 8: Transfer Funds between Two Accounts|
Transfer Funds between two accounts
|Section 9: New Users & Access Rights|
New Users & Access Rights
|Section 10: Organisation Data Files Management|
How to Set Up Security?
Company Snapshot Function
|Section 11: Production of Financial Statements & Reports|
Financial Statements and Other Reports
Objective of Financial Statements Reports
|Section 12: Test Your Understandings|
Test Your Understanding: 6 MCQs for Setting up a comapny & Users
TYU: Setting Up A Company Answers
Test Your Understanding: 9 MCQs about Customers & Sales
TYU: Customers & Sales Answers
Test Your Understanding: 10 MCQs about Vendors & Purchases
TYU: Vendors & Purchases Answers
Test Your Understanding: 13 MCQs about Reports
TYU: Reports Answers
Test Your Understanding: 9 MCQs about Basic Accounting
TYU: Basic Accounting Answers
Test Your Understanding: 9 MCQs for Overview to QuickBooks
TYU: Basic Overview Answers
|Section 13: Training Module - 15 Bonus For Existing Stuednts|
Join this course to unlock discount for our other courses, Exclusive to existing students
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