QuickBooks
Beginners
Learning Objective: Introduce you to the basic features of QuickBooks. You'll learn how to record and track revenue and expenses in QuickBooks. By the end of this session, you'll be familiar with QuickBooks most common tasks and subsequently well on your way to utilizing your QuickBooks accounting software.
- Getting started: Load software
- Setting-up QuickBooks and the Chart of Accounts
- Working with bank accounts: write checks & categorize expenses
- Recording customer payments & making deposits
- Reconciling bank accounts
Intermediate
Learning Objective: This session will build on the basic features learned in the Beginners session. You'll learn some of QuickBooks advanced features, such as creating invoices and reports. This session will help you to create more efficiency in your bookkeeping..
- Creating invoices
- Using credit cards
- Tracking and paying sales tax
- Importing logos and lists
- Creating and reviewing Profit & Loss Statement and Balance Sheet reports
- Class tracking
Advanced
Learning Objective:This session will expand your knowledge of QuickBooks advanced features. This session will help you to use QuickBooks software to its full potential.
- Time tracking
- Job costing
- Creating estimates
- Customizing forms
- Creating memorized & scheduled transactions (example: reoccurring auto bank payments)
- QuickBooks online banking
- Budgeting
