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QUICKBOOKS

PART 1

Accounting 101

 

  • The general ledger and sub-ledgers
  • The Easy Step Interview
  • Managing the Chart of Accounts
  • Active (and inactive) general ledger accounts
  • Using general ledger account numbers
  • Customer and Vendor information
  • Items and item types
  • Creating inventory and other items
  • Managing custom fields

PART 2

 

  • Customizing business forms to meet your needs
  • Standard receivables activities (invoicing, receipt processing, etc.)
  • Purchase order processing
  • Entering and paying bills
  • Writing and printing checks
  • Bank reconciliations and managing multiple accounts
  • Generating standard and customized reports
  • Setting up budgets and working with budget reporting
  • Protecting and sharing data
  • Backing up data