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QuickBooks Online Beginning

Learn how to set up your company, manage customers and vendors, handle banking transactions, and generate reports using QuickBooks Online at Computers Etc Software Training Center. Enhance your productivity and streamline your financial processes with this comprehensive course.

  • Beginner
  • 18 and older
  • $250
  • 6212 Ferris Square, San Diego, CA
  • 7 hours
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  • $250
  • AGC San Diego Chapter @ 6212 Ferris Square, San Diego, CA 92121
  • 7 hours
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Class Description

Description

What you'll learn in this quickbooks class:

SETUP:

  • Setup your company "from scratch" OR Import your company file from QuickBooks Desktop Version OR Import individual lists (Customers/Vendors/Items) from QuickBooks Desktop Version or Excel
  • Navigate QBO Program
  • Customize Program Settings
  • Setup Chart of Accounts (Income/Expenses/Assets/Liabilities)
  • Setup Checking/Savings/Credit Card Accounts
  • Setup Bank Feeds (Online Banking) using Direct Connect or Web Connect
  • Setup Payment Terms for Customers / Vendors
  • Setup Budgets
  • Keyboard Shortcuts
  • Tips & Tricks
  • Do's and Don'ts
  • Apps that increase your productivity

CUSTOMERS (Accounts Receivable):

  • Setup Customers
  • Setup Sub-Customers (Jobs, Locations, etc.)
  • Create Sales Receipts
  • Create Invoices
  • Create Statements
  • Receive Payments (full / partial / split payments)
  • Make Deposits

VENDORS (Accounts Payable):

  • Setup Vendors
  • Enter Bills
  • Pay Bills
  • Vendor Discounts
  • Vendor Credits

ITEMS (Products / Services):

  • Setup Services & Products
  • Setup Inventory Items (products you keep in stock)
  • Setup Non-Inventory Items (products you don't stock)
  • Setup Shipping Items
  • Setup Inventory (available in QuickBooks Online Plus)
  • Create Purchase Orders and Receive Items (available in QuickBooks Online Plus)

BANKING:

  • Write Checks (split / void / delete / memorize / print / e-mail)
  • Use Credit Cards / Debit Cards / EFTs
  • Download Transactions (automatically or manually)
  • Match Transactions to Existing Transactions in QuickBooks
  • Create Bank Rules to streamline downloads and assigning of names / accounts
  • Reconcile Bank / Credit Card Accounts

REPORTS:

  • Create / Customize Reports
  • Run Profit & Loss, Balance Sheet, and Sales Reports

Refund Policy

Transfer Policy:

  • You can transfer free-of-charge to another class provided that you give us at least 2 business days 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!

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

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Computers Etc Software Training Center

Computers Etc Software Training Center

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