This 4-part QuickBooks (QB) series begins with how QB works; getting around, learning common accounting terms used by QuickBooks; creating new company file, setting preferences, entering new customers, vendors, accounts and items; backing up data, basic accounting and reviewing the basic Balance Sheet, Profit & Loss, and Cash Flow reports. You will learn about working with bank accounts (and how to handle PayPal and Square), reconciling accounts, using other account types (credit cards, loans and fixed assets); entering sales information, receiving payments and making deposits, generating customer statements, entering and paying bills, downloading bank credit card activities, issuing 1099s, and memorizing transactions. The later series covers, running related financial reports, analyzing financial data, setting up inventory, tracking and paying sales tax, tracking time, customizing forms and letters; and overview of more advanced features (i.e., syncing contacts, sharing file electronically with your accountant, exporting to Excel, using the Doc Center, entering budgets, and getting technical suggestions when problems exist). The trainer is a CPA and QuickBooks ProAdvisor. The training includes manual.
