QuickBooks is an accounting software package developed and marketed by Intuit. Intuit has integrated several web-based features into QuickBooks, including remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration with Google Maps, marketing options through Google, and improved e-mail functionality through Microsoft Outlook and Outlook Express. For the 2008 version, the company has also added import from Excel spreadsheets, additional employee time tracking options, pre-authorization of electronic funds and new Help functions. In June 2007, Intuit announced that QuickBooks Enterprise Solutions would run on Linux servers, whereas previously it required a Windows server to run.
Course content
Getting Started
- Introduction
- Types of Quick books
- Features of Quick Books
- Users to be added in different types of Quick books
- File Extensions used in the QuickBooks
- Transactions Limits in QuickBooks
- Comparison with different types of QuickBooks
- Features of Different types of QuickBooks
- New in 2015 QuickBooks
Accounting Basics
- QuickBooks and Accounting
- Understanding the Chart of Accounts
- Working with Financial Statements
- Managing Transactions
- What are Debits and Credits?
- Cash and Accrual Accounting Methods
Introduction to QuickBooks
- What is QuickBooks?
- Overview of QuickBooks Tasks
- Starting QuickBooks
- Creating a Company File
- Specifying Features for Your Business
- Understanding the Home Page
Setting Up a Company
- ExpressStart
- Detailed Start
- Create a new company file based on an existing one
- Converting the data from Other Accounting Software
Setting Up Lists
- What are Lists?
- Building the Chart of Accounts
- Entering Opening Balances
- Adding Customers
- Adding Jobs
- Adding Vendors
- Understanding Attached Documents
- Using the Document Center
- Understanding the Employee List
Preferences
- Preferences in Accounting
- Preferences on Bills
- Preferences on Calendar
- Preferences on Checking
- Preferences on Desktop View
- Preference for Finance Charge
- General PreferenceTopic4H: Preference on Integrated Application
- Preference for Items Inventory
- Preference of Jobs & Estimates
- Preference on Multiple Currencies
- Preferences on Payments
Creating Items
- What are Items?
- Adding Items for Products
- Adding Items for Services
- Reviewing Other Charge and Calculation Items
- Adding Sales Tax Items
- Working with Timesheets
Working with File
- Take the Local Backup
- Take the Online Backup
- Restore the Backup File
- Portable Company File
- Open a Second Company
- Hosting Multi-User Access
- Import and Exporting IIF Files
- Use of Verify, Rebuild and Condensing the Data
- Top Restore Backup for Earlier Quick book Versions
- Accountant’s Copy
- Difference between Find & Search
Customer
- Set up a New Customer
- Create Invoices
- Create Batch Invoices
- Enter Sales Receipts
- Enter Sales Estimates
- Enter Sales Order
- Enter Credit Memo/Refunds
- Enter Sales Receipts
- Enter Statement Charges
- Receive Payments
- Lead Center
- Credit Card Processing
Vendors
- Setup New Vendor
- Enter Bill
- Purchase Order
- Converting Purchase order to Bill
- Receive Items
- Converting Receive Payments to Bill
- Difference between Purchase order and Receive Items
- Pay Bill
- Entering the Credit Bill
- Adjusting the Credit with the Open Bill
Sales Tax
- Setup the Sales Tax
- Setup the Tax Rate
- Pay the Sales Tax
- Adjust the Sales Tax Due
- Sales Tax Liability
- Sales Tax Revenue Summary
Employee
- Set up the New Employee
- Setup The Payroll Items
- Activating the Manual Payroll
- Payroll Schedule Setup
- Pay Employee
Banking
- Entering Check Charges
- Entering Credit Card Charges
- Entering the Deposits from Undeposited Fund
- Transfer Funds
- Reconciliation
- Setup Online Banking
- Loan Manager
Entering Transactions for Incoming Funds
- What are Transactions?
- Understanding the Incoming Funds Workflow
- Creating Invoices for Products
- Creating Invoices for Services and Products
- Viewing Changes to the Chart of Accounts
- Receiving Payments
- Making Deposits
Entering Transactions for Outgoing Funds
- Understanding the Outgoing Funds Workflow
- Entering Bills
- Including Timesheet Hours on Bills
- Paying Bills
- Writing Checks
- Printing Checks
- Using the Check Register
- Banking Online
Maintaining Financial Information
- Reconciling Bank Accounts
- Making General Journal Entries
- Printing Forms
- Backing Up and Restoring Data
- Setting QuickBooks Preferences
- Getting Help
- Exploring Intuit Community
Working with Reports
- Overview of the Report Center
- Understanding the Balance Sheet
- Reviewing the Profit and Loss Statement
- Generating Report Graphs
- Viewing Customer and Vendor Reports
- Using Report Templates
- Customizing Reports
- Memorizing Reports
- Using Company and Customer Snapshots
- Using Calendar View
- About the Lead Center
Accountant
- Chart of Accounts
- Fixed Asset Item List
- Batch Enter Transactions
- Client Data Review
- Make General Journal Entries
- Send General Journal Entries
- Reconcile
- Working Trial Balance
- Set Closing Date
- Condense Data
- Ask Client about Transaction
- View Conversation List
- Manage Fixed Assets
- QuickBooks File Manager
- QuickBooks Statement Writer
- Pro Advisor Program
- Online Accountant Resources
Company
- Home Page
- Company Snapshot
- Calendar
- Documents
- Lead Center
- My Company
- Advanced Service Administration
- Set Up Users and Passwords
- Customer Credit Card Protection
- Set Closing Date
- Planning and Budgeting
- To-Do List
- Reminders
- Alerts Manager
- Maintenance Alerts
- Chart of Accounts
- Make General Journal Entries
- Manage Currency
- Enter Vehicle Mileage
- Prepare Letters with Envelopes
- Export Company File to QuickBooks Online
Employee
- Employee Center
- Manual Payroll Calculations
- Entering Weekly Timesheet
- Entering Single Time Activity
- Pay Employees
- Payroll Taxes and Liabilities
- Payroll Setup
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Course Prerequisites
- Minimal experience with Microsoft Office and/or QuickBooks is preferred. Basic understanding of accounting concepts is also recommended, but not required.
Who can attend
- Anyone who wishes to boost up their knowledge and skills in accounting can attend this course.
- This course will be beneficial for professionals who are already active in the field of accounting.
Number of Hours: 40hrs
Certification
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