Beyond Basics of QuickBooks Online
In this course you will attain knowledge and skills required to manage sales, cash flow, invoices, and many other small to medium-sized enterprises more effectively and with less effort.
Course Description
In this course you will attain knowledge and skills required to manage sales, cash flow, invoices, and many other small to medium-sized enterprises more effectively and with less effort.
Course Objectives :
- In this course you will memorize transactions, customize forms, create reports and graphs.
- You will also learn to track and pay sales tax, prepare payroll with QuickBooks, use online banking, manage company files and estimate and track job costs.
Prerequisites:
- The participant is expected to have basic hands-on experience and skills of QuickBooks.
Course Audience:
- This course is tailored for individuals new to QuickBooks, small business owners, entrepreneurs, accountants, and bookkeeping professionals looking to efficiently manage finances, create invoices and streamline financial operations using QuickBooks.
Course Outline:
- Enter, edit and delete memorized transactions
- Grouping, using and printing memorized transactions
- Creating and modifying a custom template.
- Print forms and review
- Other QuickBooks Account Types
- Working with Credit Card Transactions, fixed assets and long term liability accounts
- Use loan manager
- Working with quickreports and preset reports
- Sharing, printing and exporting reports
- Create QuickInsight Graphs
- Work with sales graph and use quickzoom
- Use Sales Tax in QuickBooks
- Indicating Who and What Gets Taxed
- Setting up and Using Payroll Tracking
- Set up Employee Payroll Information and payroll schedule
- Prepare Payroll Tax Forms
- Setting Up an Internet Connection and bank feeds for accounts
- Transferring and cancelling Funds Online
- Setting Up Users and Passwords and closing dates
- Update quickbooks
- Create job estimates and invoices from estimates
- Track time
- Display the Reports for Time Tracking
- Use Letters and Envelopes Wizard