Beginning QuickBooks

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