quickbooks class san diego  
 

QuickBooks Beginning (Desktop Version) - $199

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.

ACCOUNT RECEIVABLE (INVOICES, SALES RECEIPTS, 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.

DATA BACKUP, SHARING, & INTEGRITY:

Learn about and use Backup & Restore, Accountant's Copy, and Portable Data Files. Learn about and use Verify Data and Rebuild Data utilities to prevent or deal with data corruption issues.

FIND:

Use the FIND feature to locate transactions.