QuickBooks - Mastering QuickBooks Training Training Class

Here's what you learn in Mastering QuickBooks...

Day 1

• Set up your company
• Move around QuickBooks...EFFICIENTLY
• Get help...FAST

• Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
• Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
• Inventory: purchase orders, receive items, adjust inventory
• Sales Taxes: set up, adjust, pay, and report sales taxes
• Banking: bank reconciliation and locate discrepancies, online banking

• Give and receive refunds
• Void vs. delete a check
• Apply credit memos

• Special "Window" tricks
• Clean up lists (delete, hide and merge)
• Sort and customize lists
• "Collapse" financial statements
• Show P&L by month, or as a percent of income

• Really understand your financial statements
• Setup the chart of accounts
• Change and fix the chart of accounts
• Cash vs. Accrual accounting
• Use general journal entries
• Setup and use subaccounts

Day 2

• Setup employees, payroll items
• Track time and invoice time
• Process paychecks
• Modify paychecks
• Make tax deposits
• Prepare tax forms
• Summarize payroll data in Excel

• Add, delete, resize, and reorder columns
• Filter and format reports
• Save reports and create memorized report groups

• Use petty cash
• Use multi-user
• Password protect QuickBooks
• Update QuickBooks
• Work with Microsoft Word and Microsoft Excel
• Close the books
• Find transactions FAST and other time saving features
• Work with the accountant's review
• Protect your QuickBooks data

• Keyboard shortcuts
• Add custom fields
• Tailor company preferences
• Create custom invoices and other forms
• Add logos and custom fields to forms

• Use online banking
• Handle bounced checks...easily
• Enter customer down payments/deposits
• Setup automatic transactions (memorizing transactions)
• Use credit cards