QuickBooks Level 1
QuickBooks has a whole new look for 2012! Come and discover these great new features!
Learn the basics of QuickBooks in one day! This one-day course will teach you QuickBooks procedures and features, including many shortcuts and tips to make your job easier and save you time and money. ASK us how!
The hardest part of learning a new program is where to enter the data. Self-taught learners tend to fear that they're not doing things right. This workshop will answer questions such as: Should I use Write Cheques versus Enter Bills, Pay Bills. Can I enter everything in receipts or should I use invoices and receipts. What is the difference between the two? Can I enter everything through the General Journal? These, and so many more questions, are covered in this one day workshop.
ASK Inc. 2012 manual is 265 pages that provides step by step captured-screen images so you can follow along step by step and use for reference later. ASK Inc.'s manuals have it all!
The following topics are covered in QuickBooks Level 1:
- How to Navigate in QuickBooks (Workflow)
- Preferences
- Multiple Companies
(Open 2 companies at the same time)
- Premium and Enterprise only - Customize Home Page
(Icon bar/Multiple windows/Favorites) - Working with Lists
(Chart of Accounts/Items/
Memorized Transaction/Multiple List Entries) - Help Menu, Live Community, Calendar View
- To Do’s, and Learning Centre - Working with Centre's (Customer/Vendor/Report)
- Registers (Learn what not to do here!)
- Chart of Accounts (Creating/Deleting/Editing)
- Simple procedures to put into place to save you money!
- Understanding Cutoff dates (importance/how)
- Consistency
- Make General Journal Entries
- What goes in here
- Memorized Transactions
- Transferring Monies
- Working with Items
- Creating/Editing
- Inventory Items
- Service Items (To save you time)
- Single units of measure
- Vendor Centre
- Vendors (Creating/Editing/Deleting/Reports)
- Entering Bills (New added features)
- Non-Inventory
- Inventory Items
- Editing/Voiding
- Memorize Transactions
- Credit Cards
- Setting Up Credit Cards
- Credit Card Purchases
- Reconciling and Paying Credit Cards
- Credits
- Viewing, Adjusting and Voiding Credit Card Purchases
- Paying Bills
- Cheque (manual cheques/computerized cheques)
- Debit purchases
- Online purchases
- Credits
- Partial Payments
- Batch printing cheques
- Customer Centre
- Customers (Creating/Editing/Deleting/Reports)
- Invoicing (New added features)
- One-Click Credit Memo’s (New feature)
- Credit Card Sales
- Creating invoices/editing/voiding
- Batch Invoicing (New feature)
- Emailing Invoices
- Memorize Transactions
- Receiving Payments
- Immediate
- Overpayments
- Underpayments
- Void/Edit payments
- Month End Reports
- Profit & Loss, Balance Sheet, Inventory,
A/P, and A/R
- Profit & Loss, Balance Sheet, Inventory,
- Backing Up Your Data
