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
|
|