Tag Archives: Learn QuickBooks

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