How To Use QuickBooks® Seminar Agenda
Seminar: ID# 1003624
Agenda
QuickBooks Basics To Get You Up and Running With Confidence- Choose the method for accessing QuickBooks features that best suits how you use your computer
- Use the Easy-Step Interview to get your company financials started
- Learn to customize the built-in lists (Vendors, Fixed Asset, Price Level, Sales Tax Code, Terms, and more) to suit your company's specific needs
- Understand QuickBooks workflows to ensure related transactions are entered correctly
- Use QuickBooks' Coach Mode to work and learn at the same time
Your Chart of Accounts: Spend Time Setting it Up Now, and You'll Save Time in the Future!- Learn to set up your chart of accounts so your reports are accurate
- Assess how your chart of accounts can save your accountant time — and save you money!
- Identify when to use subaccounts to get an even more accurate picture of where your money goes
- Learn to merge accounts when you have several that need to be integrated
QuickBooks Tracking — Built-in Features to Easily Run Highly Detailed Reports- Learn to accurately track and bill for the cost of mileage
- Find out how QuickBooks can help you track your time and make billing easier
- Use classes to track trends and performance within your business
- Utilize the Items tracking feature to keep track of everything you buy and sell
- Set up your 1099 contractors and prepare 1099 forms with QuickBooks
Payables and Receivables — Keeping Track of Your Income and Expenditures- Create professional-looking invoices in a snap
- Print invoices via the Invoice Printer, or send invoices through e-mail
- Record payments and generate receipts
- Pay and record bills; write, print, and mail checks
Save Hours of Time With QuickBooks' Many Customizable Report Options- Navigate through QuickBooks' various report categories
- Customize reports so that they provide the information you want, presented the way you want it
- Gain easy access to additional reports online
- Print reports as documents or create PDF files to e-mail to other users
- Use QuickBooks reports to display a "snapshot" of the financial health of your company
Appendix:Balancing your accounts against your bank's records using QuickBooks' Reconcile feature
- Using the Backup Options and the Backup Wizard
- Restoring your QuickBooks data after a computer malfunction or accident
- Using the Audit Trail Report when your accounts don't balance properly
