Concepts
1
Introduction to QuickBooks Concepts and Basics
Used in Quickbooks
1
Business Terms Used in QuickBooks
Setting Up and Managing QuickBooks Data Files
1
Single User and Multi-User Modes
2
Adding Users in QuickBooks
3
File Types and Backup Options
Working with List and Items
1
Editing Accounts Chart, Adding New Customers to Existing Customers and Jobs List
2
Adding New Vendors to the Existing Vendors List
3
Custom Fields and Adding Such Fields
4
Managing Lists and Items
Working with Bank Accounts in QuickBooks
1
Registers and their Features, Working with Registers, Reconciliation
Working with Sales Data
1
Sales Form
2
Portable Document Format
3
Creating Invoice
4
Invoice Transaction
5
New Item Addition to List
6
Price Levels
7
Reminder Statements
Payments and Deposits
1
Recording Customer Payments
2
Discounts
3
Partial Payments
4
Overpayments
5
Down Payments
6
Recording Deposits
7
Cash Back
Working with Bills
1
Handling Bills
2
Entering Bills in QuickBooks
3
Pay Bills Window
Accounts in QuickBooks
1
Using Accounts in QuickBooks
Usage of Titles - Captions - Tooltips - Editing Axes - Mark Labels and Annotations
1
Account Types
2
Tracking Credit Card Transactions and Making Payments
Using Financial Data
1
Learning Financial Tools Such as QuickReports
2
Preset Reports and Graphs
3
Creating QuickReports
4
Saving Reports as PDF’s
5
Exporting and Filtering Reports
6
Various Types of Graphs
7
Customizing Graphs
Understanding Inventory
1
Inventory
2
Purchase Order
3
Stock Loss or Increase
4
Setting Up Units of Measures
Sales Tax Payment
1
Sales Tax Collecting, Paying, Tracking
2
Determining Sales Tax Liability
Payroll Management
1
Setup, Schedules, Writing and Printing Payroll Check, Taxes
Tracking Time and Estimating Invoicing
1
Job Estimates, Data File, Duplicating Existing Estimate
2
Updating Job Status
3
Forms and QuickBooks Letters, Custom Invoice Form and Printing Invoices
