# QuickBooks Bootcamp Canonical URL: ## Overview Are you ready to take the reins of your business finances and make informed decisions that can drive your success to new heights? Whether you're a business owner, accountant, or aspiring financial manager, this program is designed to make QuickBooks a powerful tool in your hands. In this comprehensive course, you'll start from the ground up, mastering the essential QuickBooks fundamentals. We'll guide you through every step, from setting up a company to entering account opening balances and working with crucial lists like customers, vendors, and inventory items. You'll learn about handling bank accounts, invoicing, and processing payments, along with the intricacies of reconciliation. As you delve deeper into the world of QuickBooks, you'll explore advanced topics like customizing reports, managing credit card accounts, and tackling inventory management. By the end of the course, you'll have the confidence to make informed financial decisions that will contribute to the success of your business. This course is taught using QuickBooks Online. However, many of the principles covered will also apply to QuickBooks Desktop. ## What you'll learn - Create & configure a company in QuickBooks - Work with various lists, including customers, vendors, and inventory items - Understand the ins and outs of managing your company's bank accounts, from transaction entry to reconciliation - Create professional invoices and process payments from customers with ease - Harness the power of QuickBooks reporting to gain valuable insights into your business's financial health - Tailor your business forms, such as invoices and templates, to reflect your brand identity and meet your unique requirements - Manage your inventory efficiently, from entry to ordering, receiving, and selling - Use job estimating, time tracking, and job costing to enhance your project management capabilities ## Curriculum #### Getting Started - Starting QuickBooks - Overview of the homepage and menu system #### Setting Up a Company - Creating a QuickBooks Company - Modifiying and Editing New Account in Charts of Accounts - Entering Account Opening Balances #### Working with List - Entering Customers and Vendors - Inventory Items, Sales Tax Items and Service Items - Viewing the reminders list and the classifications list - Creating QuickReports from Vendors, Customers and Charts of Accounts #### Working with Bank Accounts - Entering and Paying Bills - Writing Checks - Using Bank Account Registers - Transferring Funds Between Accounts #### Invoicing and Processing Payments from Customers - Creating an Invoice - Receiving Payments for Invoices - Making Deposits - Using Sale Receipt #### Understanding the Process of Reconciliation - Reconciling Bank Accounts #### Additional Fundamentals - Backing up and restoring data Entering Opening Balances #### Quick Review - A short review of QuickBooks Essentials Class #### Running and Analyzing Reports - Modifying and Memorizing Reports - Customizing and Filtering Reports - Exporting Reports to Microsoft Excel - Saving as PDF files #### Customizing Forms - Modifying a QuickBooks Form - Downloading Template #### Working with Credit Card Accounts - Entering a new CC Account - Entering transactions for CC Account - Reconciling CC account - Paying CC account #### Bank Reconciliation - Reconciling Bank Accounts #### Managing Inventory - Entering Products into Inventory - Ordering Products - Receiving and Paying for Inventory - Selling Your Product - Creating Product Invoices - Making Cash Sales for Services - Manually Adjusting Inventory #### Estimating, Time Tracking, and Job Costing - Creating Job Estimates - Creating an Invoice from an Estimate - Updating the Job Status - Tracking Time #### Entering Payroll - Outside Payroll Service - QuickBooks Payroll ## Pricing **Tuition:** $499