QuickBooks puts the software you use most often for business in one place. Let us show you how easy QuickBooks can be to simplify your bookkeeping needs.
For a typical business owner, keeping good records can be a daunting task. Whether you are in charge of the day to day bookkeeping, or looking for work in an office environment, it is essential to have skills in basic bookkeeping today. Let us show you how easy this program can be to simplify your accounting needs. QuickBooks puts the tasks you use most often for business in one place. Invoicing, accepting payments, tracking income and expenses and maintaining day to day books for tax time are just a few things you can do using QuickBooks. QuickBooks is the most comprehensive, user-friendly accounting system on the market today.
To complete the Business Applications program or to offer bookkeeping experience, this QuickBooks series will give the student a better understanding of how a company runs its financials. From Invoicing to Customizing reports, each module will teach exactly what QuickBooks was meant for. Potential employers, especially small businesses where the office assistant may be in charge of inputting data, are looking to hire well-rounded individuals who have a common knowledge of basic bookkeeping. This class will do that and more. The student will be able to input data into QuickBooks with ease. This program is designed to promote job placement.
Course Length: 20 hrs (approx. 2 weeks) – All classes are 4 hours with a 15 minute break.
QuickBooks 1 – Introduction, creating your company file & Inventory
In this segment, we give you a detailed overview of the map, toolbars and menus. Students will learn how to create a new company and work with the chart of accounts by adding or deleting expense and income accounts. We show you how to customize the map, where to go to run reports, get to your customer info quickly, change your views and customize your map. Inputting your items, services and inventory as well as create users and set password protection.
QuickBooks 2 – Customers, Invoicing & Money-In
Students will learn how to track and report customer activities, add new customers and edit customer data, create estimates and invoices, apply payments to an invoice and create sales receipts. We will show you what to do with deposited funds, track refunds and create credit memos as well as print monthly statements.
QuickBooks 3 – Vendors, Bills & Accounts Payable – Money Out
Learn how to create a vendor list, enter and pay bills and generate checks. This class includes lessons on creating purchase orders, tracking and receiving inventory items, processing reports including vendor balance summary, unpaid bills details, accounts payable, aging reports and yearly 1099’s for vendors.
QuickBooks 4: Banking, credit cards, forms & reports
This class helps you to keep up with your bank and credit card accounts. Reconcile the checkbook, and other bank accounts, transfer funds, log entries into the register, set up a credit card account and log all your charges and payments correctly. Then you will learn to customize your reports such as P & L statements, balance sheets and cash flow projections. Students will also learn how to memorize transactions that occur monthly or frequently and export reports to Excel. To fill in the missing pieces, we show you how to customize your invoices and estimates, and edit company preferences as well as modify already existing reports and filter data.
QuickBooks 5: Customizing Forms, reports and a quick view of QB Online
Students will learn how to customize forms, create memorized transactions and journal entries. And now that you know how to do all of this in the desktop version, let us show you how in the Online version.