QuickBooks Pro: Intro - Part 1
Name:
QuickBooks Pro: Intro - Part 1
Date:
May 21, 2014
Time:
12:30 PM - 5:00 PM MDT
Event Description:
This is a great course for the small business owner, or for assistants, who primarily handle the finances! This interactive QuickBooks Pro - Part 1 introductory course will cover:
1. How the software works and how to navigate through the program;
2. How to create a new Company with QuickBooks including settings preferences, setting open balance, and entering customers, vendors, and accounts;
3. How to enter vendor information, as well as descriptions & prices for products and services;
4. How to work with registers, including opening registers, making entries, and reconciliation; and
5. How to handle bills in QuickBooks, including how to enter & pay bills; entering discounts from vendors
Facilitator: Len Martin, CPA with LWM Accounting
Quickbooks Part 2 will be offered on Wednesday, May 28 (12:30p.m.-5:00p.m.)
Since you've learned the basics of QuickBooks - Pro 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.
Facilitator: Denice Tinsley, QuickBooks Pro Advisor
1. How the software works and how to navigate through the program;
2. How to create a new Company with QuickBooks including settings preferences, setting open balance, and entering customers, vendors, and accounts;
3. How to enter vendor information, as well as descriptions & prices for products and services;
4. How to work with registers, including opening registers, making entries, and reconciliation; and
5. How to handle bills in QuickBooks, including how to enter & pay bills; entering discounts from vendors
Facilitator: Len Martin, CPA with LWM Accounting
Quickbooks Part 2 will be offered on Wednesday, May 28 (12:30p.m.-5:00p.m.)
Since you've learned the basics of QuickBooks - Pro 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.
Facilitator: Denice Tinsley, QuickBooks Pro Advisor
