QuickBooks

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QuickBooks is a widely used accounting software developed by Intuit. It's designed to help businesses manage their financial transactions, track expenses, generate invoices, and perform various accounting tasks.

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Course Details

QuickBooks is a widely used accounting software developed by Intuit. It's designed to help businesses manage their financial transactions, track expenses, generate invoices, and perform various accounting tasks.

 

Overview:

  • User-Friendly Interface: QuickBooks is known for its user-friendly interface, making it accessible to individuals with varying levels of accounting expertise. It's a popular choice for small and medium-sized businesses.
  • Hands-On Practice: To truly become proficient with QuickBooks, it's essential to practice using the software. You can set up a mock business or use your personal finances to enter transactions, generate reports, and become familiar with the software's features
  • Customization: We can customize your chart of accounts, invoices, and reports to match your specific business needs and branding

 

Curriculum:

  • Starting QuickBooks Accounting: Opening QuickBooks Pro Accounting, Identifying parts of the screen, Identifying menus and toolbars, Identifying sections , Navigating in QuickBooks, Using Easy Step interview, Entering the information, Backup the information
  • Creating a Company: Planning and Creating a Company, Editing Your QuickBooks preferences, Working with Opening Balances and Historical Transactions, Finding Help in QuickBooks, Setting up Users
  • Vendors: Exploring the Vendor Center, Working with Customer and Vendor Profile Lists, Creating Custom Fields, Entering Bills, Paying Bills Writing and Printing Checks.
  • Customers: Working with the Customer Center, Understanding and Creating Items, Creating Invoices, Receiving Payments, Entering Sales Receipts, Integrating with Microsoft Word.
  • Bank accounts: Entering checks directly, Bank account register, Entering a handwritten check, Transferring money between accounts, Reconciling checking accounts
  • Analysing financial data: Creating Quick Reports, Present Reports, Exporting to excel, Creating Quick Insight graphs
  • Sales tax: Setting up tax rates and agencies , Grouping single tax together, Identifying most common tax, Indicating who and what gets taxed, Applying tax to each sale, Determining what you owe, Paying tax agencies
  • Payroll: Setting up payroll, Adding payroll items, Setting up employee payroll information, Writing payroll checks, Tracking tax liabilities, Payroll taxes, Printing 940 and 941 forms
  • Estimating and progress invoicing: Creating jobs and estimates, Creating an invoice form an estimate, Projects reports for estimates, Updating job status
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