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Mastering QuickBooks

Full course on Mastering QuickBooks

Original price was: $2,200.00.Current price is: $2,150.00.

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Mastering QuickBooks

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Description

  1. Introduction to QuickBooks:
    • Overview of QuickBooks and its versions (Online, Desktop)
    • Understanding accounting fundamentals and terminology
    • Installing and setting up QuickBooks for different types of businesses
  2. Navigating the QuickBooks Interface:
    • Exploring the QuickBooks dashboard and navigation bar
    • Understanding the different modules (Customers, Vendors, Employees, Banking, Reports)
    • Customizing preferences and settings for your business needs
  3. Setting Up Company Files:
    • Creating a new company file in QuickBooks
    • Configuring company information, preferences, and chart of accounts
    • Importing existing data (customers, vendors, products) into QuickBooks
  4. Managing Financial Transactions:
    • Recording sales transactions (invoices, sales receipts, sales orders)
    • Processing payments and managing accounts receivable
    • Recording expenses, bills, and accounts payable
  5. Banking and Reconciliation:
    • Connecting bank and credit card accounts to QuickBooks for automatic transaction downloads
    • Reconciling bank and credit card statements with QuickBooks records
    • Managing bank feeds and reconciling discrepancies
  6. Reporting and Analysis:
    • Generating financial reports (Profit and Loss, Balance Sheet, Cash Flow)
    • Customizing reports and adding filters for specific insights
    • Analyzing financial data to make informed business decisions
  7. Payroll and Employee Management:
    • Setting up payroll preferences and employee information
    • Processing payroll runs and generating paychecks
    • Managing payroll taxes, forms, and compliance requirements
  8. Inventory Management:
    • Setting up inventory items and tracking inventory levels
    • Recording inventory purchases, sales, and adjustments
    • Generating inventory reports and analyzing inventory performance
  9. Advanced Features and Integrations:
    • Exploring advanced features such as job costing, budgeting, and forecasting
    • Integrating QuickBooks with other business applications (e.g., CRM, e-commerce platforms)
    • Using third-party apps and add-ons to extend QuickBooks functionality
  10. Troubleshooting and Support:
    • Troubleshooting common issues and errors in QuickBooks
    • Utilizing QuickBooks Help and support resources (knowledge base, community forums)
    • Seeking assistance from QuickBooks experts and certified professionals
  11. Best Practices and Use Cases:
    • Implementing best practices for using QuickBooks in different industries and business scenarios
    • Exploring use cases and real-world examples of QuickBooks implementations
    • Case studies and success stories of businesses leveraging QuickBooks for financial management.
  12. Final Project:
    • Applying the knowledge and skills acquired throughout the course to complete a final project
    • Setting up a comprehensive accounting system using QuickBooks
    • Presenting the final project to demonstrate proficiency in QuickBooks usage.

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