Colleen-the-Equalizer

Colleen-the-Equalizer QuickBooks® ProAdvisor® Phone: 401-338-3117 ----- Email: Colleen @Colleen-the-Equalizer.com

Home The Benefits of My Seminars QuickBooks & Other Seminars QuickBooks Fundamentals QuickBooks Advanced Bookkeeping Basics

Designed for new and experienced vvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvv bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb vvvvvvvvvvvv users. Designed for new and experienced users. QUICKBOOKS FUNDAMENTALS – 3 Hour Seminar Topics to be included in this Seminar: Setting up QuickBooks including: • Create a Company File using the Easy Step Interview Review of Lists and Forms: • Vendor Lists and how to use the Vendor Center • Customer Lists and how to use the Customer Center • Item Lists – for use in Purchase Orders, Invoices, and Sales Receipts Working with Your Chart of Accounts – Bookkeeping Basics • Learn about assets, liabilities, equity – The Balance Sheet • Learn about your Profit & Loss – Income Statement Entering Sales Information – Accounts Receivable • Record data on Invoices and Sales Receipts using Items • Customize customers with Job Tracking • Create Customer Reminder Statements • Record customer payments, discounts, overpayments, & refunds Entering Billing Information – Accounts Payable • Enter Bills & manage unpaid bills reports • Paying Bills either by cash, check or credit card payments Managing Bank & Credit Card Account Transactions • Check Writing Versus Vendor Bill Payments • Printing Checks in QuickBooks Versus using online bill paying • Deposits & Discrepancies and how to fix them • How Undeposited Funds works in QuickBooks • Manually entering bank data & credit cards Versus downloading from Banks Leaving your Data File – Backing up data • Information is automatically saved when exiting data file • Protecting and backing up data to removable storage