Online Lessons 1 - 5
Day 1 Topics: 1 - 5
Topic 1:
Getting Started: How to easily navigate
Quickbooks and how each person can customize and create shortcuts for their own preferences and style. Learn tips, tricks, and shortcuts. How to use forms, simplify your data entry, and gain confidence right away that you're doing things right.
Topic 2:
Learn how to setup your company and/or learn about the choices that were made when your company was initially set up. Learn how to customize Quickbooks® and howto set preferences that are specific to your company and your needs. Learn how to make corrections, fix setup errors, and/or clean up your company without having to start over.
Topic 3:
Working With Lists: Add vendor & customer information into Quickbooks®' lists. Learn about custom fields for customers, vendors, and items. Tips for managing the lists: sorting, merging, editing, hiding. Learn how to add to and edit the Chart of Accounts. How to clean up older or incorrect entries and how the how the use of these lists are the key to making Quickbooks run smoothly and efficiently.
Topic 4:
Working w/Bank Accts: Writing checks, recording bank account entries such as debit card transactions, hand written checks, phone payments, online banking and the reconciliation process. Shortcuts on how to reconcile quickly and efficiently. Finding errors and easily correcting them.
Topic 5:
Using Other Accounts: Introduction and light discussion on other account types in Quickbooks®. Learn how to track credit card purchases and reconcile them quickly. Discussion of other types of assets, liabilities, and equity.
