2017.01.11 QB Online Pt1
Description:
This is a great course for the small business owner, or for assistants, who primarily handle the finances! This interactive QuickBooks Online course will cover:
1. How the online software works and how to navigate through the program;
2. How to create a new Company with QuickBooks including settings preferences, setting open balance, and entering customers, vendors, and accounts;
3. How to enter vendor information, as well as descriptions & prices for products and services;
4. How to work with registers, including opening registers, making entries, and reconciliation; and
5. How to handle bills in QuickBooks, including how to enter & pay bills; entering discounts from vendors
6. Credit card accounts and transactions; how to create and track asset and liability accounts; and an introduction to equity accounts;
7. Sales and purchase forms; how to create a new invoice; the QuickBooks Item list and how to add new items; how to create invoice letters & sales orders; and how to track backorders;
8. How to record customer payments; how to handle customer discounts, partial payments, overpayments, or down payments; how to record a deposit, including cash back; how to process credit cards
9. Financial data tools: QuickReports, preset reports, and graphs; how to save reports in Excel or PDF format.
1. How the online software works and how to navigate through the program;
2. How to create a new Company with QuickBooks including settings preferences, setting open balance, and entering customers, vendors, and accounts;
3. How to enter vendor information, as well as descriptions & prices for products and services;
4. How to work with registers, including opening registers, making entries, and reconciliation; and
5. How to handle bills in QuickBooks, including how to enter & pay bills; entering discounts from vendors
6. Credit card accounts and transactions; how to create and track asset and liability accounts; and an introduction to equity accounts;
7. Sales and purchase forms; how to create a new invoice; the QuickBooks Item list and how to add new items; how to create invoice letters & sales orders; and how to track backorders;
8. How to record customer payments; how to handle customer discounts, partial payments, overpayments, or down payments; how to record a deposit, including cash back; how to process credit cards
9. Financial data tools: QuickReports, preset reports, and graphs; how to save reports in Excel or PDF format.
Presented by:
Paul DuMond
Founder, Beyond the Box Accounting, LLC Read Paul's Bio
Additional Info:
A QuickBooks (Desktop Version) course is offered quarterly.
This workshop is part of our Financial Fundamentals Series. Other workshops in this series include:
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QuickBooks Desktop Version (Part 1,2 and 3)
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Tax Preparation for Small Businesses
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Creating the Key Elements of a Financial Plan
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Buying and Selling a Business
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Business Valuation
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Basics of Bookkeeping (Part 1 and 2)
