Beginning QuickBooks

Session Description

This session will work on introducing the individual to QuickBooks.

At the completion of this session the team member will:

• What’s new in QuickBooks
• QuickBooks look and feel
• How transactions work in QuickBooks
• QuickBooks items
• Using quickfill to speed up data entry
• Managing revenue (sales)
• The steps involved with tracking revenue transactions
• Setting up customers and jobs
• Custom fields
• Recording cash sales and invoices
• Recording payments from customers
• Recording customer discounts
• Applying payments to customer invoices
• Undeposited funds recording customer returns and credits
• Refunding customers by check or credit card
• Customer statements
• Writing off bad debts
• Making deposits
• Transferring money between accounts
• Managing expenditures setting up vendors in the vendor list
• Using classes to separate income and expenses
• Managing accounts payable
• Entering bills
• Job costing in QuickBooks
• Paying vendors by check or credit card
• Partial payments of bills
• Taking a discount when paying a bill
• Printing and voiding checks
• Creating and applying vendor credits
• Tracking petty cash and credit cards
• Bank accounts and reconciliation
• Reconciling with your bank statement

Presenter: Linda Steele

Who should attend? Anyone

Program Length: 3 hours

Prerequisite:  None

CPE awarded: 3 hours Accounting