QuickBooks Course
Gloria K offers a comprehensive QuickBooks course for those who are just getting started or if you have some familiarity and need to brush up on your skills. Even with some knowledge of bookkeeping software, there is always something new to be learned from our QuickBooks course.
We offer group as well as one-on-one training.
Course Outline:
Introduction/Setting up Quickbooks
Creating a QuickBooks Company
- The easy step interview
- Setting up income and expense accounts
- Entering opening balances
Working with lists
- Editing the chart of accounts
- Working with the Customer & Jobs
- Working with the Employee and Vendor lists
Working with bank accounts
- Check writing
- Using bank account registers
- Entering handwritten checks
- Transferring money between accounts
- Reconciling checking accounts
Working with other types of accounts
- Tracking credit card transactions
- Working with asset, liability and equity accounts
Entering sales and invoices
- Filling in a sales form
- Memorizing a sale
- Using multiple price levels
- Using statements to bill customers
- Tracking backorders
Receiving payments and making deposits
- Recording customer payments
- Making deposits
Entering and paying bills
- Handling bills
- Using accounts payable
Analyzing financial data
- Creating reports and graphs
- Memorizing report settings
Setting up inventory
- Entering products into inventory
- Ordering and receiving products
- Entering bills for inventory
- Manually adjusting inventory
- Tracking finished goods
Tracking and paying sales tax
Doing payroll
- Overview/Setting up payroll
- Setting up employee payroll information
- Writing a paychecks
- Tracking tax liabilities
- Paying payroll taxes
Estimating and progress invoicing
- Creating jobs and estimates
- Writing an estimate
- Creating multiple estimates
Tracking time
- Invoicing a customer for time and mileage
- Displaying project reports for time tracking
Customizing forms and writing QuickBooks Letters
- About forms
- Customizing invoices
- Designing custom layouts for forms
- Using QuickBooks letters
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