Course
Foundation Course
In fundamental course, we start up with setting new quick books file and introducing all basic elements until to introduction of financial reports.
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1.Getting Started
- •Setting up a New QuickBooks File
- •Creating a New Company File with Step-by-Step Guide
- •Understanding the Home Page, Menu, and Icon Bars
- •Getting Around in QuickBooks
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2. Working with the Chart of Accounts Creating new accounts
- •Working with Sub-accounts
- •Editing and Merging Accounts
- •Deleting and Inactivating Accounts
- •Accounting Basics and working with the chart of accounts
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3. Setting up New Customers and Vendors
- •Create a New Customer
- •Create a New Job
- •Editing Customer Job detailed information
- •Create a New Vendor
- •Deleting/Inactivating Customers and Vendors
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4. Setting up Items
- •Understanding the Difference between Accounts and Items
- •Working with different Item types
- •Inventory Vs. Non-Inventory Parts
- •Creating Items and Sub Items
- •Editing, Deleting and Inactivating Items
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5. Customer Transactions: Estimates, Invoices, and Customer Payments
- •Create an Estimate for a Customer: Job
- •Create an Invoice from an Estimate
- •Create an Invoice from scratch
- •Receiving a Full payment from an Invoice
- •Depositing customer payments in the bank
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6. Vendor Transactions: Purchase Orders, Bills, and Pay Bills
- •Create a Purchase Order
- •Receive a Purchase Order into a Bill
- •Create a Vendor Bill from Scratch
- •Paying Bills
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7. Working with the Banks
- •Working with the check Register
- •Entering Income and Expense information in the register
- •Using Write Checks vs. Bills/Pay Bills Feature
- •Introduction to Bank Reconciliation
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8. Introduction to Financial Reports
- •Profit & Loss
- •Balance Sheet
Executive Course
In executive course you may enroll with report analyzing, account reconciliation, managing account receivable and payables and much more plus fundamental course.
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1. Analyzing Financial Reports
- • Analyzing a Profit and Loss / Balance Sheet Reports
- • Customizing a Report’s view (Date Range, Column’s, Order Sort)
- • Create Comparative Reports (Month-to-Month, Year over Year, etc)
- • Looking for bookkeeping errors while analyzing reports
- • Working with most commonly used reports
- • Exporting Reports to Excel and PDF
- • Using the Company Snapshot
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2. Account Reconciliation
- • The importance and significance of reconciling bank
- • Entering accounting data straight in the register
- • Reconcile a Bank accoun
- • Making Bank Transfers with multiple bank accounts
- • Working with Petty Cash Account
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3. Managing Customers and Accounts Receivables
- • Receiving multiple customer payments to deposit
- • Receiving partial customer deposits
- • Applying discounts and write-offs to open invoices
- • Understanding features in the Customer Center
- • Understanding Undeposited Funds
- • Producing Customer Statements
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4. Managing Vendors and Accounts Payable
- • Difference between using Write Checks feature to record expenses versus using the Enter Bill / Pay Bills feature
- • Paying multiple bills
- • Paying partial vendor bills
- • Applying discounts and write-offs to Unpaid Bills
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5. Customizing Forms
- • Working with different templates
- • Adding Logo and simple customization
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6. QuickBooks Shortcuts and Timesavers
- • Dating Shortcuts
- • Keyboard Shortcuts
- • Introduction to Find/Search Tools
Accountant Course
In this course you may enroll with all the super advance features in quick books such as Custom Reports and Looking for Specific Data, Job Costing and much more plus fundamental and exceptive courses
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1.Custom Reports and Looking for Specific Data
- • Creating Reports from Scratch
- • Using MEMO field for custom searching
- • Working with Custom Fields
- • Advanced Find Feature
- • Memorizing Reports
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2.Working with Sales Orders and Managing Inventory
- • Why use Sales Orders and Understanding Backorders
- • Inventory Adjustments
- • Reviewing Inventory Quick Reports
- • Sales Order Fulfillment Worksheet
- • Working with Customer/Credit Memos
- • Introduction to Assemblies
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3.Job Costing
- • Working with Customers and Jobs
- • Creating filters and status updates to Jobs
- • Assigning Income & Expenses to jobs
- • Profit & Loss by Jobs
- • Estimates vs. Actual reports
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4.Working with Pre-Payments & Deposits
- • Prepayments from Customers, and applying credits to invoices
- • Prepayments to Vendors, and applying credits to bills
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5.Working with Classes and Other Lists
- • Enabling Classes & Why use classes
- • Issues when working with Classes
- • Profit & Loss by Class
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6.Working with Journal Entries
- • Batch Enter Transactions
7.Advanced Accountant Tools
Why you follow Quick books courses??
- • Learn everything you need to know about running QuickBooks in a small ,mid-sized business & Large scale business
- • Discover how to set up a chart of accounts, reconcile your checking account, and create estimates, Invoices, GRN, Bill, Customer payments & more
- • Learn to create and print invoices, receipts and other statements
- • Understand how to track payables, inventory, receivables & Banking
- • Gain the knowledge you need to generate reports, Modify Report & Memorized reports
- • Discover how to get backup & Restore backup.
- • Using Course Certificate can get best opportunity of job industry.
- • Gain the confidence to take control of the financial accounting for your business & working environment
PROGRAM OBJECTIVES
To familiarize the student with fundamental and advanced techniques of the QuickBooks Software application.This training is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning QuickBooks software. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease