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Training Provided by Training Connection

QuickBooks Training in Chicago by Training Connection

1. QuickBooks Fundamentals $595 (2 days / instructor-led)

QuickBooks Fundamentals

This course aims to increase your productivity by providing the skills and knowledge to use QuickBooks Accounting Software effectively.

This course is designed for participants with little or no knowledge of the QuickBooks. An basic understanding of computers and Windows would be beneficial.

A hands-on approach is taken and the exercises are designed to impart relevant skills and knowledge by having participants work through real-life examples and scenarios.

What you will learn

• To Setup a New Company in QuickBooks
• Work with QuickBook Lists
• Work with Bank Accounts in QuickBooks
• Perform a Bank Reconciliation
• Record Sales and Manage Debtors
• Enter Expenses and Pay Bills
• Run Financial Reports
• Handle Inventory in QuickBooks
• Track and Pay Sales Tax
• Payroll in QuickBooks

Outline

Introduction

• Course objectives
• QuickStart Tips
• Introducing QuickBooks
• Getting around in QuickBooks
• All the accounting you need to know
• Exiting QuickBooks
• Moving between company files

Setting up QuickBooks

• Creating a QuickBooks company
• Entering company info
• Customizing QuickBooks for your business
• Setting up your business accounting
• Completing company file setup
• Getting help while using QuickBooks

Working with lists

• Using QuickBooks lists
• Editing the chart of accounts
• Working with the Customers & Jobs
• Working with the Employee Center
• Working with the Vendor Center
• Adding custom fields
• Managing lists

Working with bank accounts

• Writing a QuickBooks check
• Using bank account registers
• Entering a handwritten check
• Transferring money between accounts
• Reconciling checking accounts

Using other accounts in QuickBooks

• Other account types in QuickBooks
• Tracking credit card transactions
• Working with asset accounts
• Working with liability accounts
• Understanding equity accounts

Entering sales information

• Using sales forms in QuickBooks
• Filling in a sales form
• Memorizing a sale
• Entering a new service item
• Using multiple price levels
• Reminding customers of overdue payments
• Processing sales orders
• Tracking backorders

Receiving payments and making deposits

• Recording customer payments
• Making deposits
  

Entering and paying bills

• Handling bills in QuickBooks
• Using QuickBooks for accounts payable
• Entering bills
• Paying bills

Analyzing financial data

• Reports and graphs help you understand your business
• Creating QuickReports
• Creating and customizing preset reports
• Saving report settings
• Printing reports
• Exporting reports to Microsoft Excel
• Creating QuickInsight graphs

Setting up inventory

• Turning on the inventory feature
• Entering products into inventory
• Ordering products
• Receiving inventory
• Entering a bill for inventory
• Manually adjusting inventory
• Tracking finished goods

Tracking and paying sales tax

• Overview of sales tax in QuickBooks
• Setting up your tax rates and agencies
• Applying tax to each sale
• Determining what you owe
• Paying your tax agencies

Doing payroll with QuickBooks

• Overview of payroll tracking
• Setting up for payroll
• Setting up employee payroll information
• Writing a paycheck
• Tracking your tax liabilities
• Paying payroll taxes

Estimating and progress invoicing

• Creating jobs and estimates
• Writing an estimate
• Creating multiple estimates
• Creating an invoice from an estimate
• Displaying reports for estimates
• Updating job status

Tracking time

• Tracking time and mileage
• Invoicing a customer for time and mileage
• Displaying project reports for time tracking
• Paying nonemployees for time worked

Customizing forms and writing QuickBooks Letters

• About QuickBooks forms
• Customizing invoices
• Designing custom layouts for forms
• Using QuickBooks Letters

Appendix A: Instructor demonstration of QuickBooks

• Restoring the demo data file
• Entering sales
• Entering and paying bills
• Managing inventory
• Creating reports and graphs

QuickBooks Training Chicago - http://www.trainingconnection.com/quickbooks-training.php

Training Avaliability and Delivery

This is primarily ilt training Computer Lab Work Contact Training Connection for more information

Course Level: introductory Schedule: 2 days Training Presented in: English

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