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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.
You will be able to pay your bills to vendors and receipts from customers.
Setup your current bank account in QuickBooks, and you're ready to pay your bills without licking envelopes.
You will be able to easily generate reports with the information you need, so you always know where your business stands. You instantly know whether you're making money and whether your business is healthy
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 our 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: Good to go|
202 How to create a new company in QuickBooks 2015
Setting Up a New Company In QuickBooks
203 QuickBooks DashboardPreview
204 Vendor Information Center
205 Customer Information center
206 Employee Information Center
207 Company and Banking Section
208 Company Snapshot Function
Basic Overview To QuickBooks
|Section 2: Basic Information Setup Process|
New Account Creation in COA
How to Create Classes?
How to Create a Sales Taxes Item?
How to Create a Sales Tax Group Item?
How to Create Other Names?Preview
How to Create an Item and a Discount Item?
How to Create a Group Item?Preview
How to Create a Subtotal Item?Preview
How to Create a Service Item?
How to Create an Inventory Item?
How to Create a Non-Inventory Item?
How to Create a Down Payment Received Item?
How to Create an Other Finance Charges Item?
|Section 3: Quiz|
|Section 4: Customers and Supplier|
Item & Inventory Preferences
Jobs & Estimates Prefrences
Sales Customers PreferencesPreview
How to Create Profile Info & Sales Rep?
How to Create a Customer Type?
How to Create Job Type?
How to Create Payment Terms?Preview
How to Create Payment Methods?
How to Create a Price Level?
How to Create a Customer?
How to Create a Vendor?
Customers & Sales
Vendors & Purchases
|Section 5: Generating Invoices and Handling Payments|
How to Create an Invoice?
How to Use Statement Charges to Invoice?
How to Create a Sales Order?Preview
How to Create an Invoice from a Sales Order?
How to Create Credit Memos and Refund Checks?
How to Generate Customer Statements?
How to Manage Customer Leads?
How to Import Leads?
How to Convert a Lead to a Customer?Preview
How to Record Cash, Receive Payment & Bank Deposit?
|Section 6: Estimates, Recording and Processing Bills|
How to Create a Job Estimate?
How to Duplicate an Estimate?
How to Create Purchase Orders?Preview
How to Enter Billls?
How to Enter Credit Card Charges & a Refund?
How to Pay Bills?Preview
How to Record Items Received & Check Payments?
How to Print Checks in a Batch?
How to Pay the Sales Tax Liability?
|Section 7: Company Data Files Management|
How to Set Up Security?
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