2017.01.18 QB Online Pt2
Description:
Since you've learned the basics of QuickBooks Online in Part 1, this class will build on that foundation to teach you more advanced processes within the software. This interactive course will cover:
1. Credit card accounts and transactions; how to create and track asset and liability accounts; and an introduction to equity accounts;
2. 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;
3. 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
4. Financial data tools: QuickReports, preset reports, and graphs; how to save reports in Excel or PDF format.
1. Credit card accounts and transactions; how to create and track asset and liability accounts; and an introduction to equity accounts;
2. 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;
3. 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
4. Financial data tools: QuickReports, preset reports, and graphs; how to save reports in Excel or PDF format.
Presented by:
Marta McDonald
Founder, "M" as MoneyAdditional Info:
This class is preceded by QuickBooks Online Part 1 (typically one week before Part 2). It is not required that you take Part 1. The course is offered quarterly. A QuickBooks (Desktop Version) course is also 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)
