Take control of your business finances. Join this class to learn the core principles of QuickBooks, including how to set up and navigate the software, record transactions, track expenses, and generate detailed financial reports.
Are you ready to take the reins of your business finances and make informed decisions that can drive your success to new heights? Whether you're a business owner, accountant, or aspiring financial manager, this program is designed to make QuickBooks a powerful tool in your hands.
In this comprehensive course, you'll start from the ground up, mastering the essential QuickBooks fundamentals. We'll guide you through every step, from setting up a company to entering account opening balances and working with crucial lists like customers, vendors, and inventory items. You'll learn about handling bank accounts, invoicing, and processing payments, along with the intricacies of reconciliation.
As you delve deeper into the world of QuickBooks, you'll explore advanced topics like customizing reports, managing credit card accounts, and tackling inventory management. By the end of the course, you'll have the confidence to make informed financial decisions that will contribute to the success of your business.
This course is taught using QuickBooks Online. However, many of the principles covered will also apply to QuickBooks Desktop.
What You’ll Learn at a Glance
- Create & configure a company in QuickBooks
- Work with various lists, including customers, vendors, and inventory items
- Understand the ins and outs of managing your company's bank accounts, from transaction entry to reconciliation
- Create professional invoices and process payments from customers with ease
- Harness the power of QuickBooks reporting to gain valuable insights into your business's financial health
- Tailor your business forms, such as invoices and templates, to reflect your brand identity and meet your unique requirements
- Manage your inventory efficiently, from entry to ordering, receiving, and selling
- Use job estimating, time tracking, and job costing to enhance your project management capabilities
Course Syllabus
- Getting Started
- Setting Up a Company
- Working with List
- Working with Bank Accounts
- Invoicing and Processing Payments from Customers
- Understanding the Process of Reconciliation
- Additional Fundamentals
- Quick Review
- Running and Analyzing Reports
- Customizing Forms
- Working with Credit Card Accounts
- Bank Reconciliation
- Managing Inventory
- Estimating, Time Tracking, and Job Costing
- Entering Payroll
