QuickBooks Training Course

In this QuickBooks Course, you will learn everything you need to know about QuickBooks Concepts. We will perform the complete set up together. You will then experience every common transaction type th...

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  • English

Course Description

In this QuickBooks Course, you will learn everything you need to know about QuickBooks Concepts. We will perform the complete set up together. You will then experience every common transaction type that can be entered into QuickBooks. You will see how to manage and customize the most important reports in QB. You will be able to find and fix data entry mistakes and even find anything ever entered i...

In this QuickBooks Course, you will learn everything you need to know about QuickBooks Concepts. We will perform the complete set up together. You will then experience every common transaction type that can be entered into QuickBooks. You will see how to manage and customize the most important reports in QB. You will be able to find and fix data entry mistakes and even find anything ever entered into your QuickBooks account. The projects and tests replicate real-life challenges that I will show you how to overcome when using QuickBooks. Any industry-specific tasks that you might need can be learned from watching those topics in the QuickBooks Desktop videos. This course will give you the ability to apply those specialty topics to QuickBooks. The transactions we learn are what any company would need when using QuickBooks. We enter invoices, sales receipts, and customer payments into the QuickBooks account.

What you’ll learn
  • Live Class Practical Oriented Training
  • Timely Doubt Resolution
  • Dedicated Student Success Mentor
  • Certification & Job Assistance
  • Free Access to Workshop & Webinar
  • No Cost EMI Option
  • Navigate Through And Identify Everything On The QuickBooks Screen
  • Enter / Record Every Type Of Transaction That Every Company Could Need In To QuickBooks.
  • Find Anything Ever Entered In To The QuickBooks Account, Who Did It, And When
  • Find And Fix Any QuickBooks Data Entry Mistake
  • Working with QuickBooks preferences. Setup the chart of accounts for your business.
  • Working with customers and jobs and create estimates

Covering Topics

1
Lecture-1: Creating a company file

2
Lecture-2: Getting around in QuickBooks

3
Lecture-3: Setting up chart of accounts

4
Lecture-4: Creating customers, jobs & vendors

5
Lecture-5: Setting up items

6
Lecture-6: Data entry shortcuts for lists

7
Lecture-7: Setting up other lists

8
Lecture-8: Tracking Time and Mileage

9
Lecture-9: Billing

10
Lecture-10: Invoicing

11
Lecture-11: Producing Statements

12
Lecture-12: Transaction Timesavers

13
Lecture-13: Managing Accounts Receivables

14
Lecture-14: Bank Accounts

15
Lecture-15: Payroll

16
Lecture-16: Journal Entries

17
Lecture-17: Year-End tasks

18
Lecture-18: Track of Financial Tasks

19
Lecture-19: Managing Files

20
Lecture-20: Inventory

21
Lecture-21: Sales Tax

22
Lecture-22: Budgeting

23
Lecture-23: Tracking Finances

24
Lecture-24: Online Banking

25
Lecture-25: Preferences

26
Lecture-26: Integration & Customization

27
Lecture-27: Security

Curriculum

      Lecture-1: Creating a company file
    Live Lecture 
    ·    Create New Company In QuickBooks
    
    ·    Opening an Existing Company
    
    ·    Modify Company Info
    
    ·    Practical Exercise
      Lecture-2: Getting around in QuickBooks
    Live Lecture 
    ·    QuickBooks Menu
    
    ·    Icon bar
    
    ·    Home page
    
    ·    Practical Exercise
      Lecture-3: Setting up chart of accounts
    Live Lecture 
    ·    Planning the Chart of Accounts
    
    ·    Creating Accounts and Subaccount
    
    ·    Practical Exercise
      Lecture-4: Creating customers, jobs & vendors
    Live Lecture 
    ·    Creating Customers in QuickBooks
    
    ·    Creating Jobs
    
    ·    Creating Vendors
    
    ·    Working with customers, jobs & vendors
    
    ·    Managing Leads
    
    ·    Practical Exercise
      Lecture-5: Setting up items
    Live Lecture 
    ·    Creating Items
    
    ·    Service Items
    
    ·    Product Items
    
    ·    Creating other types of Items
    
    ·    Practical Exercise
      Lecture-6: Data entry shortcuts for lists
    Live Lecture 
    ·    Adding & editing multiple records
    
    ·    Importing information
    
    ·    Practical Exercise
      Lecture-7: Setting up other lists
    Live Lecture 
    ·    Price Levels
    
    ·    Customer profile lists
    
    ·    Vendors profile lists
    
    ·    Fixed Item List
    
    ·    Practical Exercise
      Lecture-8: Tracking Time and Mileage
    Live Lecture 
    ·    Setting up Time Tracking
    
    ·    Tracking Mileage
    
    ·    Generating Mileage Reports
    
    ·    Practical Exercise
      Lecture-9: Billing
    Live Lecture 
    ·    Viewing payables with bill tracker
    
    ·    Entering Bills
    
    ·    Paying Bills- Deposit to a Vendor
    
    ·    Handling Reimbursable Expenses
    
    ·    Writing Checks & Other Payment Methods
    
    ·    Practical Exercise
      Lecture-10: Invoicing
    Live Lecture 
    ·    Creating Invoice 
    
    ·    Deposits, Down Payments and Retainers
    
    ·    Estimating Jobs
    
    ·    Creating Progress Invoices
    
    ·    Handling Customer Refunds and Credits
    
    ·    Practical Exercise
      Lecture-11: Producing Statements
    Live Lecture 
    ·    Generating Statements
    
    ·    Practical Exercise
      Lecture-12: Transaction Timesavers
    Live Lecture 
    ·    Memorizing Transactions
    
    ·    Finding Transactions
    
    ·    Practical Exercise
      Lecture-13: Managing Accounts Receivables
    Live Lecture 
    ·    Receiving Payments
    
    ·    Cash Sales
    
    ·    Making Deposits
    
    ·    Practical Exercise
      Lecture-14: Bank Accounts
    Live Lecture 
    ·    Entering Transactions in Account Register
    
    ·    Transferring Funds
    
    ·    Reconciling Accounts
    
    ·    Managing Loans
    
    ·    Practical Exercise
      Lecture-15: Payroll
    Live Lecture 
    ·    Payroll in QuickBooks
    
    ·    Practical Exercise
      Lecture-16: Journal Entries
    Live Lecture 
    ·    Balancing Debit & Credit amounts
    
    ·    Creating Journal Entries
    
    ·    Checking Journal Entries
    
    ·    Reclassification & corrections
    
    ·    Practical Exercise
      Lecture-17: Year-End tasks
    Live Lecture 
    ·    Generating Financial Reports
    
    ·    Generating Tax Reports
    
    ·    Closing the books for the year
    
    ·    Practical Exercise
      Lecture-18: Track of Financial Tasks
    Live Lecture 
     
    
    ·    Tracking To-Dos 
    
    ·    Reminders
    
    ·    Practical Exercise
      Lecture-19: Managing Files
    Live Lecture 
    ·    Backing up files
    
    ·    Restoring Backups
    
    ·    Practical Exercise
      Lecture-20: Inventory
    Live Lecture 
    ·    Setting Up Inventory Items
    
    ·    Purchasing  Inventory
    
    ·    Selling Inventory
    
    ·    Practical Exercise
      Lecture-21: Sales Tax
    Live Lecture 
    ·    Working with Sales Tax
    
    ·    Paying Sales Tax
    
    ·    Practical Exercise
      Lecture-22: Budgeting
    Live Lecture 
    ·    Creating Budgets in QuickBooks
    
    ·    Filling in budget values
    
    ·    Running budget reports
    
    ·    Practical Exercise
      Lecture-23: Tracking Finances
    Live Lecture 
    ·    Tracking Finances with Reports and Graphs
    
    ·    Practical Exercise
      Lecture-24: Online Banking
    Live Lecture 
    ·    Online Banking with QuickBooks
    
    ·    Practical Exercise
      Lecture-25: Preferences
    Live Lecture 
    ·    Configuring Preferences
    
    ·    Practical Exercise
      Lecture-26: Integration & Customization
    Live Lecture 
    ·    Integrating QuickBooks with Other Programs
    
    ·    Customizing QuickBooks
    
    ·    Practical Exercise
      Lecture-27: Security
    Live Lecture 
    ·    Data Security in QuickBooks
    
    ·    Practical Exercise

Frequently Asked Questions

Basic Computer Knowledge The Need To Use QuickBooks Online

The course offers a variety of online training options, including: Live Virtual Classroom Training: Participate in real-time interactive sessions with instructors and peers. 1:1 Doubt Resolution Sessions: Get personalized assistance and clarification on course-related queries. Recorded Live Lectures*: Access recorded sessions for review or to catch up on missed classes. Flexible Schedule: Enjoy the flexibility to learn at your own pace and according to your schedule.

Live Virtual Classroom Training allows you to attend instructor-led sessions in real-time through an online platform. You can interact with the instructor, ask questions, participate in discussions, and collaborate with fellow learners, simulating the experience of a traditional classroom setting from the comfort of your own space.

If you miss a live session, you can access recorded lectures* to review the content covered during the session. This allows you to catch up on any missed material at your own pace and ensures that you don't fall behind in your learning journey.

The course offers a flexible schedule, allowing you to learn at times that suit you best. Whether you have other commitments or prefer to study during specific hours, the course structure accommodates your needs, enabling you to balance your learning with other responsibilities effectively. *Note: Availability of recorded live lectures may vary depending on the course and training provider.