QuickBooks Beginning (Online Version)

This class is intended for:

PC/Windows Users: YES
Mac Users: YES
Version Used in Class: QuickBooks Online for PC or Mac
Certificate of Completion (optional): $5
Course Length: 1 Day

QuickBooks Course Outline

Setup:

• Setup company "from scratch" or import company file from QuickBooks Desktop or Excel
• Navigate QBO Program
• Customize Program Settings
• Setup Chart of Accounts (Income/Expenses/Assets/Liabilities)
• Setup Checking/Savings/Credit Card Accounts
• Setup Bank Feeds (Online Banking) using Direct Connect or Web Connect
• Setup Payment Terms for Customers / Vendors
• Setup Budgets
• Keyboard Shortcuts
• Tips & Tricks
• Do's and Don'ts
• Apps that increase your productivity

Customers (Accounts Receivable):

• Setup Customers
• Setup Sub-Customers (Jobs, Locations, etc.)
• Create Sales Receipts
• Create Invoices
• Create Statements
• Receive Payments (full / partial / split payments)
• Make Deposits

Vendors (Accounts Payable):

• Setup Vendors
• Enter Bills
• Pay Bills

Items (Products / Services):

• Setup Services & Products
• Setup Inventory Items (products you keep in stock)
• Setup Non-Inventory Items (products you don't stock)
• Setup Shipping Items
• Setup Inventory (available in QuickBooks Online Plus)
• Create Purchase Orders and Receive Items (available in QuickBooks Online Plus)

Banking:

• Write Checks (split / void / delete / memorize / print / e-mail)
  
• Use Credit Cards / Debit Cards / EFTs
  
• Download Transactions (automatically or manually)
  
• Match Transactions to Existing Transactions in QuickBooks
  
• Create Bank Rules to streamline downloads and assigning of names / accounts
  
• Reconcile Bank / Credit Card Accounts

Reports:

• Create / Customize Reports
• Run Profit & Loss, Balance Sheet, and Sales Reports

Prerequisites:

• PC or Mac computer experience

Computers Etc. Software Training Center, Inc.
858-578-9476