QuickBooks Course

Getting Started • Importing data from QuickBooks Desktop • Creating an account • Setting up sales tax Setting Up Customers and Vendors • Creating a customer • Creating a vendor • Importing customers and vendors Setting Up to Sell Products and Services • Setting up products and services • Importing products and services • Setting up billable expenses and time • Working with time tracking • Setting up other lists Paying for Expenses • Entering a bill • Paying bills • Paying directly by check or credit card Invoicing • Creating an invoice • Handling a customer credit or refund Receiving Payments • Creating a sales receipt for a cash sale • Receiving and depositing payments Working with a Bank Account • Setting up an account for online banking • Setting up banking rules • Downloading online banking transactions • Reconciling transactions to bank statement Running Reports • Running and sending a report • Customizing a report Other Tasks • Setting up additional users • Paying sales tax • Automating recurring transactions • Handling depreciation • Finding information in QuickBooks

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