Mastering QuickBooks 2007 Level 1
Mastering QuickBooks 2007 Level 1
- Introduction to QuickBooks
- Creating a new company file
- Customize your Home page
- Working with lists (adding, deleting, merging, sorting, printing, etc.)
- Work with your chart of accounts (adding accounts/subaccounts, and account numbers)
- Prepare and interpret important financial statements, including class tracking
- Setting up what you sell and buy (items)
- Tracking customers and sales (customers, estimating, invoicing, sales receipts, retail sales, credit memos, and statements)
- Tracking vendors and expenses (vendors, bills, bill payment stubs, checks, and credit memos)
- Reconciling your bank account, and what to do if they don't
- Job costing
- Purchasing and managing inventory
- Tracking sales taxes
- Handle petty cash
- Voiding checks vs deleting checks
- Tips and tricks for saving time
- Security and multi-user, and restricting user access
- Setting up and using payroll
- Paying payroll liabilities and taxes, including preparing W2, and 941 tax forms
- Time tracking for employees and subcontractors
- Reporting: create, modify, and memorize reports, and using Microsoft Excel for added reporting power
- Using credit cards for purchases
- Create form letters using Microsoft Word
- Closing the books
- Backing up and restoring data files, and using portable company files
- Customizing QuickBooks
- Handling tricky situations like NSF checks, and automatic bank transactions
- Record and track customer downpayments/deposits
- Finding and saving time
- Keyboard shortcuts
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