QuickBooks
Quickbooks - Level I
Quickbooks - Level II
Duration: 9 hours each level
Fees: Registration = $30.00
Tuition fee: $15.00/hour Group price
--------------- $40.00/hour (private)
Quickbooks Level I
This course is recommended for the beginner who has just purchased QuickBooks and want to setup their company file, or for those students who want to become knowledgeable in QuickBooks.
QuickBooks Level I Outline:
- Creating a QuickBooks company file
- Entering company information
- Setting up QuickBooks preferences
- Choosing a start date
- Setting up income and expense accounts
- Entering opening balances
- Using QuickBook's help feature
- Using QuickBooks list feature
- Editing the Chart of Accounts
- Working with the customer:job list
- Working with the employee list
- Working with the vendor list
- Managing lists
- Writing a QuickBooks cheque
- Using bank account registers
- Entering a handwritten cheque
- Transferring money between accounts
- Reconciliation of chequing accounts
- Entering a sales invoice in QuickBooks
- How to memorize transactions
- Entering a new item
- Using multiple price levels
- Recording customer payments
- Making deposits
- Entering bills from vendors
- Paying bills from vendors
Quickbooks Level II
This course is recommended for those who are established using QuickBooks and are interested in learning new or faster methods using QuickBooks. This course is not intended for beginners.
QuickBooks Level II Outline:
- How to create QuickBooks reports
- How to save and print reports
- Exporting reports to Microsoft Excel
- Turning on the inventory feature
- How to enter products/services into inventory
- How to enter a purchase order
- How to record receipt of inventory items
- How to enter a bill for inventory items
- How to enter an inventory adjustment
- How to setup your sales tax in QuickBooks
- How to File a sales tax return
- How to create jobs and estimates
- How to create multiple estimates
- How to create an invoice from an estimate
- How to setup QuickBooks progress invoicing feature
- How to display reports for estimates
- How to update job status
- How to use QuickBooks time tracking feature
- How to invoice a customer based on time
- How to display project reports for time tracking
- How to pay non-employees for time worked
- How to customize reports and forms
- How to set up Quickbooks payroll feature
- How to setup employee payroll information
- How to enter and write a paycheque
- How to track payroll liabilities
- How to pay payroll taxes
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