Course on QuickBooks

Get the best coaching in quickbooks, the accounting software specially designed to assist the demanding needs of businesses.

24
24
Hours

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QuickBooks applications are offered as both on-premises as well as cloud-based accounting applications for managing payments and invoices, paying bills, performing bank reconciliations, and much more. Quadra Plus provides the comprehensive practice based training on Quickbooks navigating through all the features from tracking and paying bills to calculating payroll to managing deposits, inventory management, advanced categorization, non-standard transactions etc., This course caters to the needs of beginners to advanced accounting professionals.

Course Objectives

At the completion of this course, learners will be able to

  • Understand the basic principles of book keeping as it applies to the QuickBooks program.
  • Set up a company and its associated accounts, customers, and vendors in the QuickBooks program.
  • Use quick books to record sales, as well as associated receivables in the QuickBooks program.
  • Produce invoices using the QuickBooks program.
  • Record initial payables as well as the payment of payables in the QuickBooks program.
  • Use the QuickBooks program to record and issue payroll-related documents.
  • Prepare and print financial statements using the QuickBooks program. 

I. Overview Of QuickBooks

  • Types of Quick books
  • Features of Quick Books
  • Users to be added in different types of Quick books
  • File Extensions used in the QuickBooks
  • Transactions Limits in QuickBooks
  • Comparison with different types of QuickBooks
  • Features of Different types of QuickBooks

II. Setting Up a Company

  • ExpressStart
  • Detailed Start

  • Create a new company file based on an existing one

  • Converting the data from Other Accounting Software

III. Working with File

  • Take the Local Backup
  • Take the Online Backup
  • Restore the Backup File
  • Portable Company File
  • Open a Second Company
  • Hosting Multi-User Access
  • Import and Exporting IIF Files
  • Use of Verify, Rebuild and Condensing the Data
  • Top Restore Backup for Earlier Quick book Versions
  • Accountant’s Copy
  • Difference between Find & Search

IV. Preferences

  • Preferences in Accounting
  • Preferences on Bills

  • Preferences on Calendar

  • Preferences on Checking

  • Preferences on Desktop View

  • Preference for Finance Charge

  • General Preference Topic 4H: Preference on Integrated Application

  • Preference for Items Inventory

  • Preference of Jobs & Estimates

  • Preference on Multiple Currencies

  • Preferences on Payments

V. Lists

  • Chart of Accounts
  • Item Lists

  • Fixed Assets Item List

  • Price Level List

  • Billing Rate Level Lists

  • Sales Tax Code Lists

  • Other Name Lists

  • Templates

  • Memorized Transaction List

VI. Customer

  • Set up a New Customer
  • Create Invoices

  • Create Batch Invoices

  • Enter Sales Receipts

  • Enter Sales Estimates

  • Enter Sales Order

  • Enter Credit Memo/Refunds
  • Enter Sales Receipts
  • Enter Statement Charges
  • Receive Payments
  • Lead Center
  • Credit Card Processing

VII Vendors

  • Setup New Vendor
  • Enter Bill
  • Purchase Order
  • Converting Purchase order to Bill
  • Receive Items
  • Converting Receive Payments to Bill
  • Difference between Purchase order and Receive Items
  • Pay Bill
  • Entering the Credit Bill
  • Adjusting the Credit with the Open Bill

VIII Sales Tax

  • Setup the Sales Tax
  • Setup the Tax Rate
  • Pay the Sales Tax
  • Adjust the Sales Tax Due
  • Sales Tax Liability
  • Sales Tax Revenue Summary

IX Employee

  • Set up the New Employee
  • Setup The Payroll Items
  • Activating the Manual Payroll
  • Payroll Schedule Setup
  • Pay Employee
  • Payroll Taxes and Liabilities
  • Payroll Setup

X Banking

  • Entering Check Charges
  • Entering Credit Card Charges
  • Entering the Deposits from Undeposited Fund
  • Transfer Funds
  • Reconciliation
  • Setup Online Banking
  • Loan Manager

XI Reporting

  • Memorized Reports
  • Commented Reports
  • Company Snapshot
  • Process Multiple Reports
  • QuickBooks Statement Writer
  • Company & Financial
  • Customers & Receivables
  • Sales
  • Jobs, Time & Mileage
  • Vendors & Payables
  • Purchases
  • InventoryTopic11M: Employees & Payroll
  • Banking
  • Accountant & Taxes
  • Budgets & Forecasts
  • List
  • Industry Specific
  • Contributed Reports
  • Custom Reports
  • Quick Report
  • Transaction History
  • Transaction Journal

XII Accountant

  • Chart of Accounts
  • Fixed Asset Item List
  • Batch Enter Transactions
  • Client Data Review
  • Make General Journal Entries
  • Send General Journal Entries
  • Reconcile
  • Working Trial Balance
  • Set Closing Date
  • Condense Data
  • Ask Client about Transaction
  • View Conversation List
  • Manage Fixed Assets
  • QuickBooks File Manager
  • QuickBooks Statement Writer
  • Pro Advisor Program
  • Online Accountant Resources

XIII Company

  • Home Page
  • Company Snapshot
  • Calendar
  • Documents
  • Lead Center
  • My Company
  • Advanced Service Administration
  • Set Up Users and Passwords
  • Customer Credit Card Protection
  • Set Closing Date
  • Planning and Budgeting
  • To-Do List
  • Reminders
  • Alerts Manager
  • Maintenance Alerts
  • Chart of Accounts
  • Make General Journal Entries
  • Manage Currency
  • Enter Vehicle Mileage
  • Prepare Letters with Envelopes
  • Export Company File to QuickBooks Online

Nancy Wilson

Accountant
I had a great and wonderful time studying Tally and Quickbook at Quadra Plus, from the admission, to the administration support and to the instructors are all professionals. They have given me an A+ learning experience, I highly recommend the institution to be your learning stage to level up your professional careers. Cheers to Quadra Plus Team

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