Objective

To prepare students to use QuickBooks Pro effectively in a small business environment. To show its flexibility and reporting functionality that helps managers and support staff to use this package easily.

Audience

Bookkeepers, managers, business owners.

Minimum prerequisites

Basic Computer knowledge, bookkeeping experience


What will you learn?

Quick Books Pro is an integrated accounting software where G/L, A/R, A/P and P/R are linked. You will learn the following:

  •  Familiarizing with QuickBooks
  • Setting up QuickBooks software
  •  Creating a QuickBooks company
  •  Choosing a start date
  •  Setting up income and expense accounts
  •  Entering opening balances
  •  Setting up payroll
  •  Working with Lists
  •  Using QuickBooks lists
  •  Editing the chart of accounts
  •  Working with the Customer Job list
  •  Working with bank accounts
  •  Writing a QuickBooks cheque
  •  Entering a manual cheque
  •  Transferring money between accounts
  •  Using other accounts in QuickBooks
  •  Other account types in QuickBooks
  •  Tracking credit card transactions
  •  Working with asset/liability accounts
  •  Entering sales and invoices
  •  Using sales forms in QuickBooks
  •  Memorizing a sale & entering a new service
  •  Receiving payments and making deposits
  •  Recording customer payments, making deposits
  •  Entering and paying bills
  •  Handling bills in QuickBooks
  •  Using QuickBooks for Accounts payable
  •  Entering/Paying bills
  •  Analyzing financial data
  •  Creating QuickReports and preset reports
  •  Memorizing report settings & printing reports
  •  Creating QuickInsight graphs
  •  Setting up inventory
  •  Entering products into inventory
  •  Ordering products and receiving inventory
  •  Entering a bill for inventory
  •  Manually adjusting inventory
  •  Tracking and paying sales taxes
  •  Overview of sales tax in QuickBooks
  •  Setting QuickBooks up to track sales taxes
  •  Doing payroll with QuickBooks
  •  Turning on payroll
  •  Setting up employee payroll
  •  Creating a payroll cheque
  •  Tracking payroll expenses and liabilities
  •  Remitting payroll liabilities
  •  Estimating and progress invoicing in QuickBooks Pro
  •  Creating jobs and estimates
  •  Creating an invoice from an estimate
  •  Updating job status
  •  Tracking time in QuickBooks Pro
  •  Invoicing a customer based on time
  •  Displaying project reports for time tracking
  •  Paying non-employees based on number of hours worked
  •  Customizing forms and writing
  •  QuickBooks Letters
  •  About QuickBooks forms
  •  Customizing an invoice