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Mastering QuickBooks Enterprise Solutions Level 1-On Demand Online course
Course ID: 253464 view dates
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Day 1
- Getting Started
- Setting up your data files
- Moving around QuickBooks...EFFICIENTLY
- Everyday Transactions
- Selling: invoices, sales receipts, payments, deposits, credit memos, statement charges, linking to 3rd party software, and customer statements
- Buying: bills, bill payments, checks, bills vs. checks, and credit memos
- Inventory: purchase orders, receiving items, adjusting inventory
- Sales Taxes: setting up, adjusting, paying, and reporting sales taxes
- Banking: reconciling bank accounts and locating discrepancies
- Special Transactions
- Giving and receiving refunds
- Voiding vs. deleting a check
- Applying credit memos
- Tips & Tricks
- Special "Window" tricks
- Cleaning up lists (delete, hide and merge)
- Sorting and customizing lists
- "Collapsing" financial statements
- Preparing P&L by month, or as a percent of income
- Financial Statements
- Really understand the QuickBooks financial statements
- Setting up the chart of accounts
- Changing/fixing the chart of accounts
- Applying Cash vs. Accrual accounting in QuickBooks
- Using general journal entries
- Creating and using subaccounts
- Combining financial statements
- Using the Company Snapshot feature
Day 2
- Payroll
- Setting up payroll
- Entering year-to-date payroll information
- Setting up employees
- Creating payroll items
- Tracking and invoicing time
- Processing paychecks
- Modifying paychecks
- Making tax deposits
- Preparing tax forms
- Summarizing payroll data in Excel
- Working with Reports
- Adding, deleting, resizing, and reordering columns
- Filtering and formatting reports
- Saving reports and creating memorized report groups
- Advanced Features
- Password protecting QuickBooks
- Updating QuickBooks
- Working with Microsoft Excel
- Closing the books
- Finding transactions FAST and other time saving features
- Working with the accountant's review
- Protecting your QuickBooks data
- Tips & Tricks
- Keyboard shortcuts
- Tailoring company preferences
- Creating custom invoices and other forms
- Adding logos and custom fields to forms
- Tricky Transactions
- Using online banking
- Handling bounced checks...easily
- Entering customer down payments/deposits
- Setting up automatic transactions (memorizing transactions)
- Using credit cards
- Enterprise Solutions Special Features
- Master Enterprise Solutions features like working with the audit trail
- Multi-User QuickBooks in Enterprise Solutions
- Assigning the administrator
- Creating roles
- Setting user access levels
- Adding new users
- Working in different user “modes”
Register Now
Mastering QuickBooks Enterprise Solutions Level 1-On Demand Online course
- Course ID:
253464 - Duration:
1 day - Price:
$450