QuickBooks Desktop Beginner

 

Prepare For Setup

  • Creating a New File – Detailed Set Up
  • Creating a New File – Express Set Up
  • Changing Passwords
  • Change Business Information
  • Change The Left Icon Bar
  • Company Preferences
  • My Preferences
  • Calendar Function
  • Customize Icon Bar
  • Back Up File

Chart of Accounts and Items

  • Account Types in Chart of Accounts
  • Create a New Account
  • Header and Sub Accounts
  • Chart of Accounts Flow
  • Item Types – Basic Overview
  • How to Set Up and Organize Your Items List

Customers Jobs and Vendors

  • Create a New Customer
  • Merge Duplicate Customers
  • Customer Type List
  • Create a New Job
  • Job Type List
  • Create a New Vendor
  • Vendor Type List
  • Merge Duplicate Vendors

Customize Your Forms

  • Invoice Basic Customization
  • Invoice Additional Customization
  • Invoice Layout Designer
  • Purchase Order – Basic Customization
  • Purchase Order – Additional Customization
  • Purchase Order – Layout Designer

Invoice and Accounts Receivable Basics

  • Create an Invoice
  • Receive Payment – Record Deposit
  • Create a Credit Memo and Apply to an Invoice
  • Create Credit Memo
  • Create a Statement
  • Collections Center

Accounts Payable Basics

  • Enter Bill – Rent
  • Enter Bill – Item and Expenses
  • Pay Bills
  • Print Checks
  • Create Vendor Credit and Apply to Open Bill
  • Gas Restaurants and Airport Expenses

Banking Basics

  • Write Check for Items and Expenses
  • Transfer Funds From One Bank Account To Another
  • Create Wire – EFT – ACH Payment
  • Void Check Without a Closed Period
  • Reconcile Bank Account to Bank Statement
  • Petty Cash
  • Which Checks Can You Use
  • Add Company Logo and Address to Printed Checks
  • Print Signature On Checks

 

 

 

 

 

 

QuickBooks Desktop Beginner

Learn how to set up your QuickBooks chart of accounts

for simple, successful, and consistent financial reporting.

 

 


QuickBooks Desktop intermediate

Learn how to import list data into QuickBooks Desktop

and also use Excel to clean the data in preparation for…

 


QuickBooks Desktop Advanced

This QuickBooks course will help you create and organize

a good item list for effective tracking and reporting.