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Quickbooks

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
4
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Quickbooks Course Classes In Fremont CA
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