Introduction
Review of QuickBooks versions and file setup |
Overview of Topics
Basics of accounting and financial management theory |
Terminology
Review of QuickBooks terminology: lists, forms, transactions |
Choosing a Chart of Accounts
Selecting the proper Chart of Accounts |
Creating QuickBooks Items
Creating QuickBooks items; how and why. Special 2 sided items. |
Advanced Item Details
Inventory, Groups, Subtotals, Other Charges |
Customers and Jobs
Setting up your Customers and Jobs in QuickBooks |
Simple Invoicing
Creating simple invoices, customizing forms with your logo |
Accounts Receivable
Receiving payments from your customers |
Customer Deposits
Invoicing, receiving and applying customer deposits to your jobs |
Vendors
Setting up your vendors |
Accounts Payable
Entering and paying your bills |
Payment Methods
Writing checks & using credit cards |
Account Management
Managing your checking account & bank reconciliation |
Employee Management
Setting up employees |
Payroll Options
Conducting payroll in-house vs. outsourced options |
Creating Estimates
Creating and using the estimate function |
Complex Invoicing
Progress invoicing and time/ materials invoicing |
Job Costing
Job costing to evaluate profitability |
Wrap Up
Wrap up and summary of the webinar series |
