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Training Tips

  Quickbooks - Beginning
 
Course Catalog | Class Schedule

QuickbooksTopics Covered:

  • What's New in QuickBooks?
  • QuickBooks Look and Feel
  • How Transactions Work in QuickBooks
  • Using QuickFill to speed up data entry
  • Managing Revenue (Sales)
  • The Steps Involved with Tracking Revenue Transactions
  • Setting up Customers and Jobs
  • Custom Fields
  • Recording Cash Sales and Invoices
  • Recording Payments from Customers
  • Recording Customer Discounts
  • Applying Payments to Customer Invoices
  • Undeposited Funds Recording Customer Returns and Credits
  • Refunding Customers by Check or Credit Card
  • Customer Statements
  • Writing off Bad Debts
  • Making Deposits
  • Transferring Money Between Accounts
  • Managing Expenditures Setting up Vendors in the Vendor List
  • Using Classes to Separate Income and Expenses
  • Managing Accounts Payable
  • Entering Bills
  • Job Costing in QuickBooks
  • Paying Vendors by Check or Credit Card
  • Partial Payments of Bills
  • Taking a Discount when Paying a Bill
  • Printing Checks
  • Voiding Checks
  • Creating and Applying Vendor Credits
  • Tracking Petty Cash
  • Tracking Credit Cards
  • Bank Accounts and Reconciliation
  • Reconciling with your Bank Statement
  • Finding Bank Reconciliation Errors
  • Correcting Errors in the Checking Account
  • Correcting Transactions in Closed Accounting Periods
  • Handling Bounced Checks Reports and Graphs
  • QuickReports
  • List Reports
  • Analysis Reports Accounts Receivable and Accounts Payable Reports
  • Customizing Reports Memorizing Reports
  • Setting up Budgets and Using Budget Reports Exporting Reports to Excel QuickBooks Graphs
  • Setting up a Company File The EasyStep Interview vs. The Sleeter Group's 12-Step Setup process
  • Choosing a Start Date
  • Modifying the Chart of accounts
  • Understanding QuickBooks Equity Accounts
  • How QuickBooks Items are Used
  • Setting up Sales Tax and Preferences
  • Entering Opening Balances
  • Closing Opening Balance Equity to Retained Earnings
  • Verifying your Opening Balance Sheet
  • Setting Up Users of the File and Assigning Privileges
  • Modifying Sales Forms
  • Layout Designer ...and more!

Resource Materials Used: Reference book covering topics

Class Location: HA&W Offices (Atlanta)

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