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