QuickBooks Desktop Level 1 (Basic)


 
Course Length: 6hrs (1 Day)
QuickBooks is a world-leading accounting software package geared mainly toward small and medium-sized businesses and offering solutions for accounting applications, business payments, payroll functions, and much more. It allows for batch transactions, bill tracking, automated reports and viewing filters.

Learning Objectives:
In this course, you will learn how to set up QuickBooks and use the main features. Some of these will include working with lists, using bank accounts, invoicing for services, and processing and paying bills. You will also learn how to enter and use memorized transactions, and how to create and customize reports. You will:
  • Set up QuickBooks
  • Create and manage various lists
  • Work with bank accounts, cheques, and reconciliations
  • Generate and manage invoices for services
  • Process payments and make deposits
  • Enter and pay bills and vendor credits
  • Enter and use memorized transactions
  • Create, customize, and share reports
Target Student:
New or inexperienced users starting their own business or working for a small or mid-sized organization, who would like to become familiar with QuickBooks and use it effectively to help manage their bookkeeping, finances, and business assets. This course is for all those who know the fundamentals of bookkeeping, and would like to manage inventory, customers, banking, and payroll.

Course Outline:
Section 1: Getting Started – Set up and Overview
Creating a QuickBooks Company
Setting up a Password
Setting a Closing Date
Setting Preferences
Navigating Home Page
The Company Snapshot
Backing up and Restoring Company File – QBDT

Section 2: Working with Lists
Creating Company Lists
Working with Customers & Job Lists
Working with the Employees List
Working with Vendor List
Working with the Items List
Managing Lists

Section 3: Bank Accounts
Bank Feed Set-up
Writing a QuickBooks Cheque
Voiding a QuickBooks Cheque
Using Bank Account Registers
Entering a Handwritten Cheque
Transferring Funds Between Accounts
Reconciling Bank Accounts

Section 4: Invoicing for Services
Creating a Service Invoice
Editing an Invoice
Voiding an Invoice
Deleting an Invoice
Creating Billing Statements
Emailing an Invoice
Changing the Invoice Format

Section 5: Processing Payments
Displaying the Open Invoices Report
Receiving Payments
Making Deposits
Handling Bounced Cheques

Section 6: Entering and Paying Bills
Entering Bills
Paying Bills
Entering Vendor Credit

Section 7: Memorizing Transactions
Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Using a Memorized Transaction

Section 8: Report Overview
Creating QuickReports
Customizing Reports
Memorizing Reports
Sharing Reports
Exporting Reports to Excel
Desktop Level 1 (Basic)

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