QuickBooks Desktop Beginning Class
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.
FAQ:
How much does San Diego QuickBooks training cost? $225 per student per class. Package deals and volume discounts are available.
When are QuickBooks classes available? Most classes meet one time from 9AM-4PM on a weekday. Saturday classes are also available.
Are these QuickBooks classes in-person or on-line? Most QuickBooks classes meet in-person at our Miramar classroom, although we also offer on-line Zoom classes.