Do you need to learn how to use QuickBooks? Come and take this hands-on class where you will be learning how to use the most popular accounting software program in real time as you follow along with the instructor. Learn your way around the program and dive into forms, receiving payments, working with customer transactions, paying and recording bills, managing vendors, making deposits, fixing errors and more. Discover how to unlock the power of QuickBooks and put it to work for your organization.
NOTE: When you take this class, you will be purchasing the book which comes with a 140 day license to QuickBooks.
Level 1:
Outline of topics:
Note: This outline is not conclusive and may change depending on the skill level of participants.
- Introducing QuickBooks Pro
- Presenting QuickBooks Pro
- Accounting Basics
- Managing Basic QuickBooks Files
- Working with the QuickBooks Window
- Backing Up and Updating Your Company File
- Working with Customers
- The Customer Center
- Working with Lists
- Selecting the Correct Form
- Receiving Payments
- Adjusting Customer Transactions
- Running Customer-Related Reports
- Working with Vendors
- The Vendor Center
- Entering Bills
- Paying Bills
- Writing and Printing Checks
- Editing Vendor Transactions
- Producing Vendor and Profit & Loss Reports
- Performing Banking Tasks
- Moving Funds Between Accounts
- The Chart of Accounts
- Making Deposits
- Managing Credit and Debit Card Transactions
- Dealing with Bounced Checks
- Reconciling Accounts
- Fixing Banking Transactions
- Working with Banking and Balance Sheet Reports
- Importing Banking Transactions into QuickBooks
- Creating a Company File
- Planning and Creating a Company
- Editing Preferences
- Customizing a Company File
- Entering and Editing Opening Balances and Creating Summary Transactions
- Multiple Additions of Customers, Vendors, and Items
- Finding Help in QuickBooks
- Setting Up Users
- The Report Center
This class is interactive as well as discussion orientated.
