2 Days Live Virtual Training on QuickBooks

The QuickBooks Certification Online Course, will help you creating a company file and chart of accounts. This course is important for Tax Professionals, Accounting Professionals, Finance Department and who want to gain knowledge on QuickBooks.

Productivity

10 Hours

Description

This QuickBooks Desktop Edition online training course was created for anyone who wants to learn how to use the QuickBooks accounting software effectively. We start at the very beginning and cover everything that’s required to get you set up, including creating a company file and chart of accounts. So, whether you need to learn QuickBooks® to manage your own accounts or the accounts of a client, this QuickBooks course has you covered. You will learn to create invoices, manage payroll and timesheets, pay taxes, and so much more!

Course Objectives

Setting Up a Company, Working with Lists

Setting Up Inventory, Selling Your Product

Invoicing for Services, Processing Payments

Working with Bank Feeds, Memorizing Transactions

Customizing Forms, Setting Preferences

Tracking and Paying Sales Tax

Estimating, Invoicing, Time Tracking, and Job Costing

Basic & Customized Reporting & so much more…

Target Audience

Individuals who are preparing for QuickBooks Certification

Individuals who want to gain the working knowledge to use QuickBooks in business

Accounting Professionals, Finance Department , Tax Professionals

Basic Understanding

You can successfully complete this course without any prior software knowledge.

Course Content

No sessions available.

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Simpliv LLC
39658 Mission Boulevard,
Fremont, CA 94539, USA

2 Days Live Virtual Training on QuickBooks

Session 1: Day One

  1. Getting Started

    Starting QuickBooks

    Setting QuickBooks Preferences

    Identifying Components of the QuickBooks Operating Environment

    Using QuickBooks Help

    Identifying Common Business Terms

    Exiting QuickBooks

  2. Setting Up a Company

    Creating a QuickBooks Company

    Using the Chart of Accounts

  3. Working with Lists

    Creating Company Lists

    Working with the Customers & Jobs List

    Working with the Employees List

    Working with the Vendors List

    Working with the Item List

    Working with Other Lists

    Managing Lists

  4. Setting Up Inventory

    Entering Inventory

    Ordering Inventory

    Receiving Inventory

    Paying for Inventory

    Manually Adjusting Inventory

  5. Selling Your Product

    Creating Product Invoices

    Applying Credit to Invoices

    Emailing Invoices

    Setting Price Levels

    Creating Sales Receipts

  6. Invoicing for Services

    Setting Up a Service Item

    Changing the Invoice Format

    Creating a Service Invoice

    Editing an Invoice

    Voiding an Invoice

    Deleting an Invoice

    Entering Statement Charges

    Creating Billing Statements

  7. Processing Payments

    Displaying the Open Invoices Report Using the Income Tracker

    Receiving Payments for Invoices

    Making Deposits

    Handling Bounced Checks

  8. Working with Bank Accounts

    Writing a QuickBooks Check

    Voiding a QuickBooks Check

    Using Bank Account Registers

    Entering a Handwritten Check

    Transferring Funds Between Accounts

    Reconciling Checking Accounts

  9. Entering and Paying Bills

    Handling Expenses

    Using QuickBooks for Accounts Payable

    Entering Bills

    Paying Bills

    Entering Vendor Credit

  10. Using the EasyStep Interview

    Using the EasyStep Interview

Session 2: Day Two

  1. Memorizing Transactions

    Entering a New Memorized Transaction

    Editing a Memorized Transaction

    Deleting a Memorized Transaction

    Grouping Memorized Transactions

    Using a Memorized Transaction

    Printing the Memorized Transaction List

  2. Customizing Forms

    Creating a Custom Template

    Modifying a Template

    Printing Forms

  3. Using Other QuickBooks Accounts

    Other QuickBooks Account Types

    Working with Credit Card Transactions

    Working with Fixed Assets

    Working with Long-Term Liability Accounts

    Using the Loan Manager

  4. Creating Reports

    Working with QuickReports

    Working with Preset Reports

    Sharing Reports

    Exporting Reports to Microsoft Excel

    Printing Reports

  5. Creating Graphs

    Creating QuickInsight Graphs

    Using QuickZoom with Graphs

    Working with the Sales Graph

    Customizing Graphs

    Printing Graphs

  6. Tracking and Paying Sales Tax

    Using Sales Tax in QuickBooks

    Setting Up Tax Rates and Agencies

    Indicating Who and What Gets Taxed

    Applying Tax to Each Sale

    Determining What You Owe

    Paying Your Tax Agencies

  7. Using Online Banking

    Setting Up an Internet Connection

    Setting Up Bank Feeds for Accounts

    Viewing, Downloading, and Adding Online Transactions

    Creating Online Payments

    Transferring Funds Online

    Canceling Online Payments

  8. Estimating, Time Tracking, and Job Costing

    Creating Job Estimates

    Creating an Invoice from an Estimate

    Displaying Reports for Estimates

    Updating the Job Status

    Tracking Time

    Displaying Reports for Time Tracking

    Tracking Vehicle Mileage

    Displaying Vehicle Mileage Reports

    Displaying Other Job Reports

Coupons

No offers available at this time.

Live Support

Call

+510-849-6155

Mail to

support@simplivlearning.com

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