QuickBooks

Course on QuickBooks

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

Hours

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Description

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.

Curriculum

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

Reviews

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

Certified Trainer