QuickBooks Beginning (Desktop)

QUICKBOOKS BASICS:

Navigating in QuickBooks, setting-up a company, working with Chart of Accounts.

LISTS:

Create & Edit Customer, Vendor, and Item lists (products, services, taxes, and shipping).

ACCOUNTS RECEIVABLE:

Create, Edit, Customize, and Print invoices and Sales Receipts. Apply full or partial payments to open invoices, and make deposits.

ACCOUNTS PAYABLE:

Use Accounts Payable to enter and pay bills. Pay bills using check or credit card.

INVENTORY:

Set-up inventory, create purchase orders, receive inventory items and bill, adjust inventory quantities.

CHECKS & CREDIT CARDS:

Handle printed or handwritten checks. Edit, Void, Split, Delete & Memorize checks. Enter ATM withdrawals, Debit Card transactions, EFTs, ACHs, etc. Charge purchases on company credit cards. Transfer funds between accounts.

RECONCILE STATEMENTS:

Reconcile checking, savings, and credit card accounts. Learn how to download statements from bank or credit card company.

REPORTS AND GRAPHS:

Create, customize, and memorize a wide variety of reports & graphs: including profit & loss, balance sheet, sales reports, inventory reports, etc.

BUDGETS:

Use budgets as a planning tool, then run reports to compare budget vs. actual income & expenses.

MISC:

Keep track of important activities with the Reminders and To Do features. Memorize checks, invoices, etc. Use the Find feature to locate transactions of any type. Customize invoices, etc.