Wed, Feb 17, 9:00am - 4:00pm Pacific Time
Learn how to set up your company in QuickBooks, determine Start date, enter opening balances for accounts, customers, and vendors. Set up Bank Feeds to download data from your online bank and credit card accounts. Create Bank Rules to automate downloading data faster and easier. Explore the Customer, Vendor, Employee, Transactions, and Reports Center.
Work with the Chart of Accounts, create & edit customers, vendors, and item (Items include products, services, taxes, and shipping). Add Terms, Customer Messages, etc.
ACCOUNT RECEIVABLE (INVOICES, SALES RECEIPTS, AND PAYMENTS):
Create, Edit, Customize, and Print invoices, Sales Receipts, and Statements. Apply full or partial payments to open invoices. Split payments between multiple invoices. Make deposits.
Create printed and manual checks. Edit, Void, Split, Delete, and memorize checks. Transfer funds between accounts, enter ATM withdrawals and EFT (Electronic Fund Transfer) transactions.
Reconcile checking, savings, and credit card accounts.
REPORTS AND GRAPHS:
Create, customize, print, and memorize a wide variety of reports & graphs. E-mail reports to co-workers, export reports to Excel, create Memorized Report Groups to save time, etc.
Use Accounts Payable to enter and pay bills. Pay with credit card or check (handwritten or printed).
INVENTORY (available in QBO Plus):
Set-up inventory, create purchase orders, and receive items with bill.
REMINDERS & TO DO LIST:
Use TO DO LIST and REMINDERS lists to keep track of information. Memorize groups of invoices or payments to save time.
BUDGETS (available in QBO Plus):
Set-up budgets and run reports to compare your budget vs. actual income and expenses.
Use the FIND feature to locate transactions. KEYBOARD SHORTCUTS:
Save time with keyboard shortcuts.
PC or Mac computer experience.
This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.
Upon registration, the instructor will send along additional information about how to log-on and participate in the class.
Still have questions? Ask the community.
Transfer Policy: You can transfer free-of-charge to another class provided that you give us at least 24 hours advance notice by phone or e-mail. You can also send someone else in your place. Please inform us who will attend the class.
Refund Policy: If you feel a class isn't right for you, just let the instructor know during the first break. We will issue a full-refund, transfer you to another class, or issue a full credit for the class - Your choice. You must inform the instructor during the first break!
Computers Etc. was founded in 1992. We teach popular computer programs such as Access, Excel, Outlook, PowerPoint, Word, and QuickBooks. Over 25,000 students have attended our computer classes over the years. Our mission is to offer the finest computer classes at the lowest possible prices. From the...
This school has been carefully vetted by CourseHorse and is a verified San Diego educator.
Know someone who would like this class but not sure of their schedule? (We recommend this!)
Know their schedule better than your own? Book a date and time directly.
Get special date and rate options for your group. Submit the form below and we'll get back to you within 2 business hours with pricing and availability.