Category Archives: Learn QuickBooks

Advanced QuickBooks Accounting

Dealing With Physical Inventory

  • Inventory Tracking
  • Setting Up Item List
  • Dealing With Sales Tax
  • Creating Purchase Orders
  • Receiving Items
  • Adjusting Quantity/Value on Hand
  • Managing Inventory-Related Reports

Selling Items

  • Working with Customer & Vendor Profiles
  • Selling Items
  • Processing Sales Discounts
  • Assessing Finance Charges
  • Writing Off Bad Debt
  • Paying Sales Tax
  • Working with Sales and A/R Reports

Working With Balance Sheet Accounts

  • Working with Other Current Assets
  • Transferring Funds Between Accounts
  • Tracking Petty Cash
  • Working With Fixed Asset Accounts
  • Setting Up a Long Term Liability
  • Working with Equity Accounts

Creating Estimates, Using Classes, Job Costing, and Time Tracking

  • Working With Class Tracking
  • Applying Classes to Transactions
  • Running Class Reports
  • Creating Estimates for a Job
  • Converting an Estimate to an Invoice
  • Using QuickBooks Time Tracking Feature
  • Using Time Tracking Hours to Create a Paycheck
  • Reports for Estimates and Time Tracking

Demystifying “Behind the Scenes” and Customizing QuickBooks

  • Digging in Behind the Scenes
  • Customizing Reports and Graphs
  • Working with Additional Formatting Options
  • Creating Custom Fields
  • Creating Custom Forms
  • Working with the Layout Designer Window
  • Closing the Books

QuickBooks Payroll

Overview: Save money by processing payroll in-house. Learn how to set up your employees in QB, choose payroll defaults, select & pay employees, payroll taxes, including withholdingĀ filings, and more…

Prerequisites: Must be familiar with basic computer fundamentals and at least experience using QuickBooks.

  • Payroll Services
  • Audits
  • Monthly and Quarterly Payroll Taxes
  • Bank Reconciliation
  • Accounts Payable
  • Accounts Receivable
  • Quarterly Payroll Tax Services

QuickBooks 2013 Hands-on Workshop

Introducing QuickBooks Pro

  • Understanding Basic Accounting
  • Managing Basic Files
  • Working with the QuickBooks Window
  • Backing up Your QuickBooks File

Creating a Company

  • Planning and Creating a Company
  • Editing your QuickBooks
  • Customizing a Company File
  • Opening Balances and Historical Transactions
  • Finding Help in QuickBooks
  • Setting Up Users
  • Working with Balance Sheet Reports

Working With Customer Transactions

  • Working with the Customer Center
  • Understanding and Creating Service Items
  • Creating Invoices
  • Receiving Payments
  • Entering Sales Receipts
  • Making Deposits
  • Dealing with NSF Checks
  • Working with Customer related Reports

Working With Vendor Transactions

  • Exploring the Vendor List
  • Entering Bills
  • Paying Bills
  • Writing Checks
  • Invoicing for Billable Costs
  • Producing Vendor and P & L Reports
  • Working with Graphs

Banking With QuickBooks

  • Creating Bank Accounts
  • Transferring Funds
  • Managing Credit Card Transactions
  • Reconciling Accounts
  • Viewing Banking Reports
  • Balance Sheet Reports
  • Accrual vs Cash
  • Customizing Your QuickBooks
  • Filtering and Memorizing Reports
  • Discounts and Bad Write Offs
  • Purchase Orders