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Overview
QuickBooks is one of today's business accounting lifesavers. This simple-to-use software can help you manage your inventory, track the costs of your business, generate professional invoices and purchase orders, stay on top of accounts payables and receivables and ensure that your yearly tax preparation is accurate, timely and frustration-free.
QuickBooks training is like having a trusted business accountant with you every step of the way!
With this power-packed training, learn how to:
- Generate professional invoices, purchase orders, receipts and more
- Produce detailed financial reports to track your company’s progress
- Keep close tabs on all your accounts payables and receivables
- Organize, file and store your company’s financial information
- Master shortcuts for navigating through QuickBooks’ menus, features and functions
- Save money by keeping track of every dollar that comes in and goes out of your business
- And much, much more
Agenda
QuickBooks basics to get you up and running with confidence
- Choose the method for accessing QuickBooks features that best suits how you use your computer
- Use the Easy-Step Interview to get your company financials started
- Learn to customize built-in lists (customer lists, vendor lists and your item list) to suit your company’s specifi c needs
- Understand QuickBooks workflows to ensure related transactions are entered correctly
Your Chart of Accounts: Spend time setting it up now, and you’ll save time in the future
- Learn how to set up your chart of accounts so your reports are accurate
- Discover how QuickBooks sorts accounts
- Assess how your chart of accounts can save your accountant time and save you money
- Identify when to use subaccounts to get an even more accurate picture of where your money goes
- Learn to merge accounts when you have several that need to be integrated
- Discover how to clean up accounts so they are effi cient and professional
QuickBooks Tracking: built-in features to easily run highly detailed reports
- Learn to accurately track and bill for the cost of mileage
- Find out how QuickBooks can help you track your time and make billing easier
- Discover how jobs, classes and customers are related and which tracking systems will work best for you
- Use classes to track trends and performance within your business
- Track invoices by customer only or by customer and job
- Utilize the Inventory tracking feature to keep track of everything you buy and sell
Payables and Receivables: keeping track of your income and expenditures
- Create professional-looking invoices in a snap
- Print invoices via the Invoice Printer
- Save time and money by sending invoices via email
- Void, delete and correct errors on invoices
- Record payments and generate receipts
- Identify the differences between manual and online recording
- Pay and record bills; write, print and mail checks
Save hours of time with QuickBooks’ many customizable report options
- Navigate through QuickBooks’ various report categories
- Customize reports so they provide the information you want, presented the way you want it
- Gain easy access to additional reports online
- Print reports as documents
- Create reports as PDF files to email to other users
- Use QuickBooks reports to display a “snapshot” of the fi nancial health of your company
- Export reports to Excel® to add stellar graphs and charts
- Learn to utilize Quickbooks to help make money-making decisions
