QuickBooks Training

Overview of “Cloud Tech”                                                        

Accounting 101                                                                

• Accounts Receivable / Accounts Payable

• Double Entry System

• Debits & Credits (Journal)

• Accounts

• Trial Balance

• P & L

• Balance Sheet

Basics of QuickBooks                                                                    

• Introduction

• Company Creation & Home Page

• Company Settings

• Import Data

• Creation of Customer, Supplier, Product, Account & Tax

• Transactions

• Run Reports

“+” sign                                                                                  

• Customer

• Supplier

• Employee

• Other

Custom Form Styles                                                                      

• Customize Invoice – Standard and custom template

• Import template

Working with Transactions                                                        

• Banking

• Reconciliation

• Sales Transaction Page

• Expense Transaction Page

Tax

• Service Tax & Swachh Bharat Cess

• VAT

• CST

• Custom Tax Rate

• Group Rate

• New Tax Agency

TDS                                                                                                                       

• Supplier side settings

• Customer side settings

• Transactions

• Reports

Budgets                                                                                               

• Create new user

• Add an accountant

• Edit/Delete User                                                                  

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• Customization

• Scheduling

• Sharing