Description: Be introduced to QuickBooks and learn how to manage revenues and expenses, bank reconciliation, reports & graphs, company file setup and maintenance, and customizing QuickBooks. 6 hours

Introducing QuickBooks

• Accounting 101
• QuickBook Files
• Portable company files
• Restoring backup files
• Entering transactions
• User interface
• Help

The Sales Process

• Tracking company sales
• Setting up customers
• Job costing
• Recording sales
• Receiving payments from customers
• Making bank deposits

Tracking Revenue

• Recording customer returns and credits
• Creating customer statements
• Creating sales reports

Managing Expenses

• Entering expenses
• Setting up vendors
• Activating class tracking
• Tracking job costs
• Paying vendors
• Printer setup
• Printing checks
• Voiding checks
• Tracking company credit cards
• Accounts payable reports

Bank Reconciliation

• Reconciling accounts
• Reconciliation reports
• Finding errors
• Reconciling credit card accounts

Reports and Graphs

• Types of reports
• Cash versus accrual
• Accounting reports
• Business management reports
• Graphs
• Custom reports
• Memorizing reports
• Processing multiple reports
• Printing
• Finding transactions
• Exporting to spreadsheets

Company File Setup and Maintenance

• Complete company setup

Customizing QuickBooks

• Preferences
• Menus and Windows
• Items and other lists
• Custom fields
• Modifying templates