QuickBooks Training

Below are the topics covered in the Learning QuickBooks product. For more information, review our frequently asked questions about this CD-ROM training product for your clients.

Order by calling 1-888-729-1996.

Day 1

• Introduction to QuickBooks
• Creating a new company file
• Working with lists
• Your financial statements (chart of accounts)
• 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, credit memos, job cost, reconciling, and 1099's)
• Job costing
• Purchasing and managing inventory
• Building inventory assemblies
• Tracking sales taxes
• Saving time (throughout the entire seminar)
• Budgets and forecasts

Day 2

• Security and multi-user
• Setting up and using payroll
• Paying payroll liabilities and taxes
• Time tracking
• Working with reports
• Advanced reporting techniques
• Using credit cards
• Tracking sales orders and backorders
• Integration with Microsoft Word and Excel
• Closing the books
• Backing up and restoring data files
• Importing and exporting list information
• Customizing QuickBooks
• Finding and saving time
• Special transactions
• Special workarounds
• Keyboard shortcuts
• Loan Manager