Intuit QuickBooks for small business owners

Duration; 8 weeks 

Hands-on Course with a certificate of completion;  all the must-know functions in QuickBooks Desktop.


What you will learn:
1.     Getting Started (Chapters 1 and 2) 

  • Setting up a New QuickBooks File
  • Creating a New Company File with Step-by-Step Guide
  • Understanding the Home Page, Menu, and Icon Bars
  • Getting Around in QuickBooks


2.     Working with the Chart of Accounts (Chapter 3)

  • Creating new accounts
  • Working with Sub-accounts
  • Editing and Merging Accounts
  • Deleting and Inactivating Accounts
  • Accounting Basics and working with the chart of accounts


3.     Setting Up New Customers and Vendors (Chapter 4)

  • Create a New Customer
  • Create a New Job
  • Editing Customer: Job detailed information
  • Create a New Vendor
  • Deleting/Inactivating Customers and Vendors


4.     Setting Up Items (Chapter 5)

  • Understanding the Difference between Accounts and Items
  • Working with different Item types
  • Inventory Vs. Non-Inventory Parts
  • Creating Items and Sub Items
  • Editing, Deleting and Inactivating Items


5.     Customer Transactions: Estimates, Invoices, and Customer Payments (Chapter  10 & 13)

  • Create an Estimate for a Customer: Job
  • Create an Invoice from an Estimate
  • Create an Invoice from scratch
  • Receiving a Full payment from an Invoice
  • Depositing customer payments in the bank


6.     Vendor Transactions: Purchase Orders, Bills, and Pay Bills (Chapter 9)

  • Create a Purchase Order
  • Receive a Purchase Order into a Bill
  • Create a Vendor Bill from Scratch
  • Paying Bills


7.     Working with the Banks (Chapter 14)

  • Working with the check Register
  • Entering Income and Expense information in the register
  • Using Write Checks vs Bills/Pay Bills Feature
  • Introduction to Bank Reconciliation


8.     Analysing Financial Reports (Chapters 17 and 21, and 23)

  • Profit & Loss
  • Balance Sheet
  • Analysing a Profit and Loss / Balance Sheet Reports
  • Customising a Report’s view (Date Range, Column’s, Order Sort)
  • Create Comparative Reports (Month-to-Month, Year over Year, etc…)
  • Looking for bookkeeping errors while analysing reports
  • Working with the most commonly used reports
  • Exporting Reports to Excel and PDF
  • Using the Company Snapshot


9.     Account Reconciliation (Chapter 15)

  • The importance and significance of reconciling bank and credit card statements
  • Entering accounting data straight in the register
  • Reconcile a Bank or Credit Card statement
  • Making Bank Transfers with multiple bank accounts
  • Working with Petty Cash Account


10.     Managing Customers and Accounts Receivables (Chapter 13)

  • Receiving recurring customer payments to deposit
  • Receiving partial customer deposits
  • Applying discounts and write-offs to open invoices
  • Understanding features in the Customer Center
  • Understanding Undeposited Funds
  • Producing Customer Statements


10.     Managing Vendors and Accounts Payable (Chapter 9)

  • Difference between using Write Checks feature to record expenses versus using the Enter Bill / Pay Bills feature
  • Paying multiple bills at once and printing checks
  • Paying partial vendor bills
  • Paying Expenses with a Credit Card


11.     Customising Forms (chapter 6, 5, and 9)

  • Working with different templates
  • Adding Logo and simple customisation


12.     QuickBooks Shortcuts and Timesavers (Chapter 12)
Dating Shortcuts
Keyboard Shortcuts
Using Find/Search Tools


What do you get?
- Software
- Training Manual

Intuit QuickBooks for small business owners


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