QuickBooks training for beginners
QuickBooks Training for beginners- Let us come to you spend a day at your pace teaching you everything you need to know to get up and running with QuickBooks.
Basic Course
GAIN CONFIDENCE IN WORKING WITH QUICKBOOKS!
The following topics are covered in the basic Quickbooks course:-
Getting Started
Quickbooks Online
Finding your way around Quickbooks
Navigating Quickbooks
Changing set up options
Help functions
Sales and Customers
Setting up New Customers
Entering opening balances
Payment Terms
Products and Services How they are used in Quickbooks
Invoicing
Credit Memos and refunds.
Cash Sales
Receipts - full and part allocation
Statements and Reminders
Allocate customer full and part payments against invoices, record payments on account and allocate these later. Issue credit memos and refund customers.
Chart of Accounts
Set up and amend – sub accounts
Purchases and Suppliers
Set up New Suppliers
Entering opening balances
Payment Terms
Entering Bills
Entering Credit Notes
Bill Payments and allocation
Non Supplier payments
Payments by cheque, credit card or cash, apply credit notes, part payments, and allocate payments on account. learn about the different ways to track what you owe suppliers and the implications on VAT reporting.
Bank
Enter payments and receipts.
How to reconcile your bank statement with Quickbooks , recording bank charges
Cheque Payments, Direct Debits, Standing orders, Bank Deposits ( Non customer related)
Recurring payments
Using the bank feed correctly
VAT
VAT Codes
Changing the VAT Settings
VAT Return – Cash and Accrual basis.
Basic Reports
Working with Lists Working with Customer, Supplier, and Other Names lists
Learning to set up and manipulate these lists the purpose of each field and how they can be tracked in reports.
Standard Reports, Graphs,
Drilling down – getting the detail
Learn all about the customer and supplier related reports that help you track who owes you money and to whom you owe money
Basic Course
GAIN CONFIDENCE IN WORKING WITH QUICKBOOKS!
The following topics are covered in the basic Quickbooks course:-
Getting Started
Quickbooks Online
Finding your way around Quickbooks
Navigating Quickbooks
Changing set up options
Help functions
Sales and Customers
Setting up New Customers
Entering opening balances
Payment Terms
Products and Services How they are used in Quickbooks
Invoicing
Credit Memos and refunds.
Cash Sales
Receipts - full and part allocation
Statements and Reminders
Allocate customer full and part payments against invoices, record payments on account and allocate these later. Issue credit memos and refund customers.
Chart of Accounts
Set up and amend – sub accounts
Purchases and Suppliers
Set up New Suppliers
Entering opening balances
Payment Terms
Entering Bills
Entering Credit Notes
Bill Payments and allocation
Non Supplier payments
Payments by cheque, credit card or cash, apply credit notes, part payments, and allocate payments on account. learn about the different ways to track what you owe suppliers and the implications on VAT reporting.
Bank
Enter payments and receipts.
How to reconcile your bank statement with Quickbooks , recording bank charges
Cheque Payments, Direct Debits, Standing orders, Bank Deposits ( Non customer related)
Recurring payments
Using the bank feed correctly
VAT
VAT Codes
Changing the VAT Settings
VAT Return – Cash and Accrual basis.
Basic Reports
Working with Lists Working with Customer, Supplier, and Other Names lists
Learning to set up and manipulate these lists the purpose of each field and how they can be tracked in reports.
Standard Reports, Graphs,
Drilling down – getting the detail
Learn all about the customer and supplier related reports that help you track who owes you money and to whom you owe money