Gain proficency and become an expert with out live courses of Quickbooks Desktop financial software
Setting Up:
• Setting up your company
• Online banking setup
• Credit card setup
• Moving around and finding what you need...fast
Accounting World Statements:
• financial statements dashboard view
• Set up the chart of accounts
• Set up and use subaccounts
• journal entries- King of the Accountant
Expense Transactions:
• Accounts payable for pay bills entries
• Checks (printed and hand-written)
• Debit card and credit card charges
• Expense list and other expense reports
Sales Transactions:
• recording sales
• Estimates/proposals
• The invoicing cycles
• Cash receipts
• Receiving payments and making deposits
• Delayed charges
• Credit memos
• The income lists and sales reports
Special Transactions:
• Online Banking:
• Learn when and how to "add", "match" and "exclude"
•Process downloaded transactions, reconciliation,  discrepancies.
• down payments/deposits
• Void vs. delete a check
• The Petty Cash or endorsed checks accounts
Customize QuickBooks:
â–Ş Create custom invoices and other forms
â–Ş Add logos and custom fields to forms
Work with Reports:
• Columns: add, reorder, delete, and resize
• Filter and format
• Create new headers and footers
Advanced Transactions, Puerto Rico withholding and Apps:
â–Ş Puerto Rico pro service withholding set up
â–Ş The advance Apps
Tips & Tricks:
• Special browser tricks to speed up data entry
• Clean up lists (delete, hide and merge)
QuickBooks Enterprise with Advance Inventory
Setting Up:
• Setting up your company
• Online banking setup
• Credit card setup
• Moving around and finding what you need...fast
• Importing from other flatforms
Accounting World Statements:
• financial statements dashboard view
• Set up the chart of accounts
• Set up and use subaccounts
• chart of accounts error repair
• journal entries- King of the Accountant
Expense Transactions:
• Accounts payable for pay bills entries
• Checks (printed and hand-written)
• ATM withdrawals and electronic fund transfers
• Debit card and credit card charges
• Vendor credits
• Expense list and other expense reports
Sales Transactions:
• recording sales
• Estimates/proposals
• The invoicing cycles
• Invoicing for billable time and/or expenses
• Cash receipts
• Receiving payments and making deposits
• Delayed charges
• Credit memos
• Customer statements
• The income lists and sales reports
Special Transactions:
• Online Banking:
• Learn when and how to "add", "match" and "exclude"
•Process downloaded transactions, reconciliation,  discrepancies.
• reconciliation errors
• down payments/deposits
• Void vs. delete a check
• Handle bounced checks (NSF)
• Write off bad debt and underpayments
• The Petty Cash or endorsed checks accounts
Set Up and Pay Employees:
• Set up employees, deductions and company contributions
• Enter prior payrolls
• Set up company payroll preferences
• Track and invoice time
• Process paychecks
• Make tax deposits
• Make non-tax payments (health insurance, etc.)
• Use payroll reports
Work with Reports:
• Customize Reports
• Columns: add, reorder, delete, and resize
• Filter and format
• Create new headers and footers
• Save Customizations
• Create report groups
• Automatically email report groups on a set schedule
Accounting Tasks:
• Close the books
• Add your accountant
• Protect your accounting data
• Set up users with different permissions
• Assign access rights and user levels
• Track changes and who made them (audit log)
Advanced Transactions:
â–Ş Inventory
â–Ş Set up inventory in QuickBooks Desktop
â–Ş Purchase orders, receive items, adjust inventory
Tips & Tricks:
• Special browser tricks to speed up data entry
• Clean up lists (delete, hide and merge)
Save Time:
• Keyboard shortcuts
• Set up recurring transactions
Customize QuickBooks:
â–Ş Create custom invoices and other forms
â–Ş Add logos and custom fields to forms
Advanced Inventory / Pick-Pack-Ship / Warehouse Counts and scanners
Warehouse Manager App
Shipping Manager
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