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SET UP COMPANY:
Learn how to set up your company in QuickBooks, determine Start date,
enter opening balances for accounts, customers, and vendors..
CREATE LISTS:
Create & Edit Customer, Vendor, and Item lists (Items include products,
services, taxes, and shipping). Create Terms, Customer Messages, etc.
INVOICES AND PAYMENTS
Create, Edit, Customize, and Print invoices. Apply full or partial payments to open invoices.
Split payments between multiple invoices. Make deposits.
WRITE CHECKS:
Create printed and manual checks. Edit, Void, Split, Delete,
and memorize checks. Transfer funds between accounts, enter ATM
withdrawals and EFT (Electronic Fund Transfer) transactions.
RECONCILE STATEMENTS:
Reconcile checking, savings, and credit card accounts.
REPORTS AND GRAPHS:
Create, customize, print, and memorize a wide variety of reports & graphs. E-mail
reports to co-workers, export reports to Excel, create Memorized Report
Groups to save time, etc.
ACCOUNTS PAYABLE:
Use Accounts Payable to enter and pay bills. Pay with credit card or
check (handwritten or printed).
INVENTORY:
Set-up inventory, create purchase orders, and receive items with bill.
REMINDERS & TO DO LIST:
Use TO DO LIST and REMINDERS lists to keep track of information. Memorize groups of invoices or payments to save time.
BUDGETS:
Set-up
budgets and run reports to compare your budget vs. actual income and
expenses.
FIND: Use the FIND feature to
locate transactions.
PREREQUISITES: Must be proficient with the mouse and keyboard. Course handout covers versions
2004-2012. Students will use QuickBooks Premier 2009 in class.
San Diego Computer Training
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