This one-day class is for the QuickBooks Desktop software. When you are finished with this class you will feel comfortable with the fundamentals of QuickBooks, and be able to set up a company, write checks, and enter invoices and payments. You will also be familiar with general accounting terms and procedures.
This one-day class for QuickBooks desktop software concentrates on the areas of the program most commonly used by NYC businesses. When you are finished with this class you will feel comfortable with the fundamentals of QuickBooks, and be able to set up a company, write checks, and enter invoices and payments. You will also be familiar with general accounting terms and procedures. This class is perfect for accountants who use QuickBooks or have clients who use it, small business owners -- sole proprietorships and S-Corps, and administrative or executive assistants.
Getting Started
Discovering what's new in QuickBooks
Presenting QuickBooks Pro
Understanding Basic Accounting
Managing Basic QuickBooks Files
Working with the QuickBooks Window
Backing up and Updating Your Company File
Creating a Company
Planning and Creating a Company
Editing Your QuickBooks Preferences
Working with Opening Balances and Historical Transactions
Finding Help in QuickBooks
Setting up Users
Customizing a Company File
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 Vendors
Exploring the Vendor Center
Working with Customer and Vendor Profile Lists
Creating Custom Fields
Entering Bills
Paying Bills
Writing and Printing Checks
Working with Customers
Working with the Customer Center
Understanding and Creating Items
Creating Invoices
Receiving Payments
Entering Sales Receipts
Integrating with Microsoft Word
Banking with QuickBooks
Creating Bank Accounts
Making Deposits
Transferring Funds
Understanding Banking Online
Understanding the Process of Reconciliation
Reconciling Bank Accounts
Additional Fundamentals
Backing up and restoring data
Entering Opening Balances
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