Quick Books

Course details

People need QuickBooks training to effectively set up the software, efficiently utilize appropriate features and ensure their data is being input in a correct manner. Nothing is more frustrating to business owners than not trusting the numbers in their accounting software; accurate numbers they need on a daily basis to make wise business decisions.

Course Outline:

Part1: Getting Started with Quick Books:

Introduction to Accounting.
Introduction to Accounting Software.
Getting Started with Quick Books
How to create a company
Creation of Chart of Accounts.
Edit Chart of Accounts.
Deleting Chart of Account List.
Enter Opening Balances in Chart of Account.
Viewing Reports of Chart of Accounts.

Part2: The Vendor Center:

Introduction to vendor center
How to Create of Vendors.
Purchase Orders.
Enter Bills.
Payments to Vendors.
Purchase Return/ Vendor Credit Memos.
Refund of Cash from Vendors.
Vendor Reports

Part3: The Customer Center:

1. Introduction to Customer Center
2. How to Create Customers.
3. What is Estimates?
4. Sale Orders.
5. Sale Invoices.
6. Record Customers payments.
7. Recording of Sales Returns.
8. Job Order Costing In Quick Books.
9. Accounts Receivable Reports.

Part4: Inventory in Quick Books:

What is Inventory?
How to Enter Inventory Items in Quick Books.
Inventory in QuickBooks.
Inventory Adjustments.
Check the Reports of Inventory.

Part 5: The General Journal:

What is General Journal
The use of General Journal
Journal Entries in QuickBooks.
New journal entries.
Edit Journal Entries.
Delete Journal Entries.
Recurring Entries
Report of Journal Entries.
Part 6: Payroll in Quick Books:
Introduction to Payroll.
Payroll in QuickBooks.
Add, Edit, Employee's Records.

Part 7: Banking in QuickBooks

Introduction to Banking in Quick Books
Write Checks
Make Deposits
Transfer Funds.

Part 8: Configurations

Multiple Currencies.
How to Make Classes.
Backup company data.
Restore company data.
Closing the Accounting Period of Company.

Part 9: Reporting

The Profit & Loss
Balance Sheet
Accounts Receivable Reports
Accounts Payable Reports
Updated on 13 February, 2018