QuickBooks Essentials: Desktop for Beginners


Overview
In this presentation David Ringstrom, CPA helps you gain your footing with the desktop version of QuickBooks. Please note that QuickBooks Online is a separate product and is not discussed in this presentation. The course covers many of the commonly used features in QuickBooks, as well as some of the nuances that often frustrate even seasoned QuickBooks users.
 
No matter whether you're brand new to QuickBooks or seeking a skills tune-up, you're sure to feel more empowered after this presentation. David teaches from the Accountant version of QuickBooks 2015, but the techniques he shares apply to QuickBooks Pro, Premier, and Enterprise.

Objectives

  • Add/edit list items such as customer, vendors, employees, inventory items, and other names
  • Understand commonly used transactions such as invoices, sales receipts, bills, and writing checks
  • Master disaster-recovery techniques such as backing up and restoring QuickBooks files and applying software updates
Emphasis
  • Compare the differences between QuickBooks Pro, Premier, Accountant, and Enterprise.
  • Create a new QuickBooks company from scratch.
  • Regain access to QuickBooks companies when you don't remember the password.
  • Manage your QuickBooks chart of accounts.
  • Add list items, such as customers, vendors, inventory items, employees, as well as supporting lists.
  • Customize QuickBooks by using custom fields.
  • Compare customer invoices versus sales receipts.
  • Understand the nuances of the Quick Add feature.
  • See how to maximize the Undeposited Funds account.
  • Save time by memorizing transactions.
  • Get an overview of processing payroll within QuickBooks.
  • Reconcile your bank and credit card statements.
  • See two different ways to find transactions.
  • Run reports, such as a Profit & Loss and Sales by Customer.
  • Get an overview of managing budgets within QuickBooks.
  • See how to back-up and restore your QuickBooks company.
Who Should Attend:
Practitioners seeking to use QuickBooks more effectively

Prerequisite
None

Preparation
No advance preparation required
 
Level of Knowledge
Basic
 
CPE Credit
2 Hours
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Computer Science

Author
David H. Ringstrom