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Course Details
Price:
$235 14 seats left
Start Date:

Thu, Jun 15, 9:00am - 4:00pm Pacific Time

Next start dates (1)

Location:
Miramar
6920 Miramar Road Suite 206
Production Ave
San Diego, California 92121
(Map)
Purchase Options
Description
Class Level: Beginner
Age Requirements: 18 and older
Average Class Size: 6
Teacher: Douglas Bush

What you'll learn in this quickbooks class:

SETUP:

  • Setup your company "from scratch" OR Import your company file from QuickBooks Desktop Version OR Import individual lists (Customers/Vendors/Items) from QuickBooks Desktop Version or Excel
  • Navigate QBO Program
  • Customize Program Settings
  • Setup Chart of Accounts (Income/Expenses/Assets/Liabilities)
  • Setup Checking/Savings/Credit Card Accounts
  • Setup Bank Feeds (Online Banking) using Direct Connect or Web Connect
  • Setup Payment Terms for Customers / Vendors
  • Setup Budgets
  • Keyboard Shortcuts
  • Tips & Tricks
  • Do's and Don'ts
  • Apps that increase your productivity

CUSTOMERS (Accounts Receivable):

  • Setup Customers
  • Setup Sub-Customers (Jobs, Locations, etc.)
  • Create Sales Receipts
  • Create Invoices
  • Create Statements
  • Receive Payments (full / partial / split payments)
  • Make Deposits

VENDORS (Accounts Payable):

  • Setup Vendors
  • Enter Bills
  • Pay Bills
  • Vendor Discounts
  • Vendor Credits

ITEMS (Products / Services):

  • Setup Services & Products
  • Setup Inventory Items (products you keep in stock)
  • Setup Non-Inventory Items (products you don't stock)
  • Setup Shipping Items
  • Setup Inventory (available in QuickBooks Online Plus)
  • Create Purchase Orders and Receive Items (available in QuickBooks Online Plus)

BANKING:

  • Write Checks (split / void / delete / memorize / print / e-mail)
  • Use Credit Cards / Debit Cards / EFTs
  • Download Transactions (automatically or manually)
  • Match Transactions to Existing Transactions in QuickBooks
  • Create Bank Rules to streamline downloads and assigning of names / accounts
  • Reconcile Bank / Credit Card Accounts

REPORTS:

  • Create / Customize Reports
  • Run Profit & Loss, Balance Sheet, and Sales Reports

Still have questions? Ask the community.

Refund Policy

Transfer Policy: You can transfer free-of-charge to another class provided that you give us at least 24 hours advance notice by phone or e-mail. You can also send someone else in your place. Please inform us who will attend the class.

Refund Policy: If you feel a class isn't right for you, just let the instructor know during the first break. We will issue a full-refund, transfer you to another class, or issue a full credit for the class - Your choice. You must inform the instructor during the first break!

Map

Google Map

Computers Etc Software Training Center

All classes at this location

From 805: Go east on Miramar Road. Look for Jack in the Box, Flooring Wholesalers, and Starbucks. Turn left at stoplight onto Production Ave and continue just past railroads tracks. Turn left into parking lot. Do not park in reserved spaces. From 15: Go west on Miramar Road. Look for Jack in the Box, Flooring Wholesalers, and Starbucks. Turn right at stoplight onto Production Ave and continue just past railroads tracks. Turn left into parking lot. Do not park in reserved spaces.

Start Dates (2)
Douglas Bush
$235
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Douglas Bush
$250
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