Topics Covered

• Introduction to QuickBooks
• Creating a new company file
• Customize your Home page
• Working with lists (adding, deleting, merging, sorting, printing, etc.)
• Work with your chart of accounts (adding accounts/subaccounts, and account numbers)
• Prepare and interpret important financial statements, including class tracking
• Combine financial statements from multiple company files
• Setting up what you sell and buy (items)
• Tracking customers and sales (customers, estimating, invoicing, sales receipts, retail sales, credit memos, and statements)
• Tracking vendors and expenses (vendors, bills, bill payment stubs, checks, and credit memos)
• Reconciling your bank account, and what to do if they don't
• Job costing
• Purchasing and managing inventory
• Tracking sales taxes
• Handle petty cash
• Voiding checks vs deleting checks
• Tips and tricks for saving time
• Security and multi-user, and restricting user access
• Setting up and using payroll
• Paying payroll liabilities and taxes, including preparing W2, and 941 tax forms
• Time tracking for employees and subcontractors
• Managing employees
• Employee Organizer
• Employment Regulations Guide
• Reporting: create, modify, and memorize reports, and using Microsoft Excel for added reporting power
• Using credit cards for purchases
• Create form letters using Microsoft Word
• Closing the books
• Backing up and restoring data files, and using portable company files
• Customizing QuickBooks
• Handling tricky situations like NSF checks, and automatic bank transactions
• Record and track customer downpayments/deposits
• Finding and saving time
• Keyboard shortcuts