$249.99

Quickbooks Desktop Essentials Course 2017

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SureBooks Business Services Office

55 Village Center Place Mississauga

Ontario, L4Z 1V9

Canada

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QuickBooks Desktop 2017 Essentials is a one-day, instructor-led QuickBooks desktop training class held at our Mississauga training center. We provide in-class hands-on examples and offer a quiz and Certificate of Completion at the end.

Course Content:

MODULE 1: Introduction to QuickBooks Desktop

  • QuickBooks Introduction
  • QuickBooks versions and features
  • Navigating QuickBooks
  • Our #1 tip for keeping your QuickBooks® secure
  • New Company setup
  • A review of QuickBooks preferences and the best way to set them up
  • Setting up your “chart of accounts”
  • Setting up sub-accounts
  • Deleting and Deactivating Accounts

MODULE 2: Sales, Customers, Accounts Receivable, and Invoices

  • Items overview
  • Setting up items
  • Sales tax overview
  • Setting up sales tax
  • New Customer setup
  • Customer center
  • Deleting Customers
  • Sales workflow overview
  • Invoicing in QuickBooks
  • Creating invoices that can automatically be emailed to customers
  • Receiving customer payments
  • Recording customer deposits
  • Understanding Undeposited Funds account
  • Recording Sales Receipts
  • Recording customer refunds and credits
  • Creating customer statements

MODULE 3: Expenses, Vendors, Accounts Payable, and Bills

  • Expense workflow overview
  • Vendor setup
  • Enter Bills
  • Pay Bills
  • Debits and other expenses
  • Recording Vendor Credits
  • Accounts payable reporting

MODULE 4: Banking

  • Recording Credit Card transactions
  • Recording Petty cash transactions
  • Recording deposits
  • Funds transfer
  • Bank Reconciliation


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Date and Time

Location

SureBooks Business Services Office

55 Village Center Place Mississauga

Ontario, L4Z 1V9

Canada

View Map

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