QuickBooks Introduction

This one day course provides a new user or user with basic experience of QuickBooks software the confidence to use a wide range of features and to enable the user to feel confident in producing their figures on a weekly or monthly basis.

Understand setting up of the system, creation of Customer and Supplier Accounts, Creation of Invoices Templates, linking the bank to the system, allocation of banking’s in and out, bank transfers, journals, bank reconciliation, VAT Returns and monthly reporting. Our course also have time allocated to discuss specific scenarios or questions.

Prerequisite:

• Delegates wishing to attend our QuickBooks Introduction training course should be comfortable with using a computer.

QuickBooks course outline

Setting up Organisational and Financial Settings in QuickBooks

• Creating Invoices

• Setting up Multiple Currencies

• Sales Tax Rates

• Set up a Chart of Accounts

• Import a Chart of Accounts from Excel

• Set up Products and Services

• Import Products and Services from Excel

• Create and amend Customers

• Create and amend Suppliers

• Import Customers and Suppliers from Excel

• Import Customer Invoices from Excel

• Import Supplier Bills from Excel

• Set up Account Balances Invite Users

Working with the Bank

• Set Up Bank Feeds

• Reconcile Downloaded Bank & Credit Card Transactions

• Manually Enter Bank & Credit Card Transactions

Quotes & Invoices

• Create an Online Quote, Bid or Estimate

• How to Invoice a Customer

• Produce a Credit Note

• Receiving Customer Payments

• Create an Accounts Receivable Aging Report

Expenses & Billing

• Create and Manage Expense Claims

• Create a Bill

• Mark Bills Paid Online

• Pay Bills with a Check

• Create an Accounts Payable Aging Report

Payments and Reconciliation

• Accept Online Payments from Customers

• Reconcile Credit Card Payments & Fees from a Merchant

Statements & Reporting

• Create an Income Statement

• Create a Balance Sheet Report

• Create a Cash Flow Statement