QuickBooks® for Beginners
OVERVIEW
Getting Started
- Introducing QuickBooks
- Getting around QuickBooks
Setting Up QuickBooks
- Create a company file
- Getting help while using QuickBooks
Using QuickBooks Centers
- Vendor Center
- Customer Center
All the Accounting You Need to Know
- Assets, Liabilities and equity
- Cash versus accrual bookkeeping
- Measuring business profitability
- Class Tracking and how it is used
Working with Bank Accounts
- Writing a QuickBooks check
- Entering handwritten checks
- Printing checks from QuickBooks
- Transferring money between accounts
- Using your check register
- Entering credit card charges
Entering Sales Information
- Sales Receipts
- Invoices
- Credit Memos
- Filling in sales/invoice forms
- Setting up and using items
- Tracking accounts receivables
- Tracking sales orders and back orders
Receiving Payments and Making Deposits
- Recording customer deposits
- Making deposits
Entering and Paying Bills
- Handling bills in QuickBooks
- Using QuickBooks for accounts payable
- Entering bills
- Paying bills
Bank Reconciliations
- Reconciling checking accounts & credit card accounts
Analyzing Financial Data
- Running reports to help you understand your business
- Creating special reports for your business to use
- Creating reports in Excel using QuickBooks data
- Difference between registers and QuickReports
- Saving and memorizing reports
Backing up Data
- How to backup data
- How to restore data
Questions