This class is preceded by QuickBooks Part 1 and followed by QuickBooks Part 3 (one week after Part 2). It is not required that you attend Part 1. The course is offered quarterly. This workshop is part of our Financial Fundamentals Series.
Since you’ve learned the basics of QuickBooks Desktop in Part 1, this class will build on that foundation to teach you more advanced processes within the software.
This interactive course will cover:
1. Credit card accounts and transactions; how to create and track asset and liability accounts; and an introduction to equity accounts.
2. Sales and purchase forms; how to create a new invoice; the QuickBooks Item list and how to add new items; how to create invoice letters & sales orders; and how to track backorders.
3. How to record customer payments; how to handle customer discounts, partial payments, overpayments, or down payments; how to record a deposit, including cash back; how to process credit cards.
4. Financial data tools: QuickReports, preset reports, and graphs; how to save reports in Excel or PDF format.