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Quickbooks online training in west delhi

Quickbook training in west delhi

WHAT IS QUICKBOOKS

Quickbooks training institutes in west delhi

INTRODUCTION 

QuickBooks 2015 is an accounting software program created by Intuit for small businesses and self-employed professionals. It can be used for almost all financial business processes. You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances. QuickBooks is your business’ solution when it comes to bookkeeping and accounting. This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks 2015 or are a complete newbie to the software does not matter. We will teach you the software from beginning to end so that anyone, regardless of experience, learns all that they need to know to successfully use the program.

WHAT  YOU   WILL   LEARN :

  • Create a company file
  • Navigate QuickBooks
  • Create a chart of accounts
  • Add the accounts you need to your chart of accounts
  • Set up customers, vendors, and the products you sell in QuickBooks
  • Create and send invoices and sales receipts
  • Enter and pay bills
  • Make journal entries
  • Track expenses and income
  • Manage your Account Receivable and Accounts Payable
  • Connect to your bank through QuickBooks
  • Create budgets and run reports
  • And much more..

This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter. We will teach you the software, assuming that you have never used it before so that we don’t leave anyone behind. Since QuickBooks 2015 can be an expensive program and does not offer a free trial, you do not need access to the QuickBooks software to use this course; however, it is encouraged to have a working copy if possible so that you can work along with the optional assignment activities. Again, having the QuickBooks software installed and ready for use on your computer is not a requirement, but it is recommended. If you don’t have the software, you can review the lessons and the accompanying HD videos to still learn what QuickBooks can do and how you can go about doing it! You’re just 25 lessons away from learning the skills it takes to manage the transactions and finances for your business – or your employer’s business – with QuickBooks.

COURSE CONTENTS

Quickbooks training

THE  QUICKBOOKS  ENVIRONMENT 

  • The Home Page and Insights Tabs
  • The Centers
  • The Menu Bar and Keyboard Shortcuts
  • The Open Window List
  • The Icon Bar
  • Customizing the Icon Bar
  • The Chart of Accounts
  • Accounting Methods
  • Financial Reports

CREATING  A  QUICKBOOK  COMPANY  FILE  

  • Using Express Start         
  • Returning to the Easy Step Interview      
  • Creating a Local Backup Copy     
  • Restoring a Company File from a Local Backup Copy        
  • Setting Up Users             
  • Single and Multiple User Modes
  • Closing Company Files   
  • Opening a Company File 

USING  LISTS

  • Using Lists          
  • The Chart of Accounts   
  • The Customers & Jobs Lis             
  • The Employees List         
  • The Vendors List              
  • Using Custom Fields       
  • Sorting List         
  • Inactivating and Reactivating List Items 
  • Printing Lists      
  • Renaming & Merging List Items
  • Adding Multiple List Entries from Excel 

SETTING  UP  SALES  TAX

  • The Sales Tax Process    
  • Creating Tax Agencies   
  • Creating Individual Sales Tax Items          
  • Creating a Sales Tax Group          
  • Setting Sales Tax Preferences    
  • Indicating Taxable & Non-taxable Customers and Items 

SETTING  UP  INVENTORY  ITEMS

  • Setting Up Inventory     
  • Creating Inventory Items             
  • Creating a Purchase Order          
  • Receiving Items with a Bill            
  • Entering Item Receipts 
  • Matching Bills to Item Receipts 
  • Adjusting Inventory        

SETTING  UP  OTHER  ITEMS

  • Service Items    
  • Non-Inventory Items     
  • Other Charges  
  • Subtotals            
  • Groups
  • Discounts           
  • Payments           
  • Changing Item Prices 

CURRRENCY 

  • Setup Multi currencies
  • Create multicurrency transactions
  • Create basic multicurrency reports

BASIC  SALES 

  • Selecting a Sales Form   
  • Creating an Invoice        
  • Creating Batch Invoices
  • Creating a Sales Receipt
  • Finding Transaction Forms          
  • Previewing Sales Forms
  • Printing Sales Forms 

CREATING  BILLING  STATEMENTS

  • Setting Finance Charge Defaults
  • Entering Statement Charges      
  • Applying Finance Charges and Creating Statements

PAYMENT  PROCESSING 

  • Recording Customer Payments 
  • Entering a Partial Payment         
  • Applying One Payment to Multiple Invoices        
  • Entering Overpayments
  • Entering Down Payments or Prepayments           
  • Applying Customer Credits          
  • Making Deposits             
  • Handling Bounced Checks           
  • Automatically Transferring Credits Between Jobs             
  • Manually Transferring Credits Between Jobs  

HANDLING  REFUNDS

  • Creating a Credit Memo and Refund Check          
  • Refunding Customer Payments

ENTERING  &  PAYING  BILLS

  • Setting Billing Preferences
  • Entering Bills
  • Paying Bills
  • Early Bill Payment Discounts
  • Entering a Vendor Credit
  • Applying a Vendor Credit

USING  BANK  ACCOUNTS

  • Using Registers
  • Writing Checks 
  • Writing a Check for Inventory Items       
  • Printing Checks
  • Transferring Funds         
  • Reconciling Accounts     
  • Voiding Checks

PAYING  SALES  TAX

  • Sales Tax Reports            
  • Using the Sales Tax Payable Register       
  • Paying Your Tax Agencies

REPORTING

  • Graph and Report Preferences  
  • Using Quick Reports      
  • Using QuickZoom            
  • Using Preset Reports     
  • Modifying a Report        
  • Rearranging and Resizing Report Columns            
  • Memorizing a Report     
  • Memorized Report Groups         
  • Printing Reports              
  • Batch Printing Forms     
  • Exporting Reports to Excel           
  • Saving Forms and Reports as PDF Files   
  • Comment on Report      
  • Process Multiple Reports             
  • Scheduled Reports    

USING  GRAPHS

  • Using Graphs    
  • Company Snapshot

CUSTOMIZING  FORMS

  • Creating a Job   
  • Creating an Estimate     
  • Duplicating Estimates    
  • Invoicing From Estimates             
  • Updating Job Statuses  
  • Inactivating Estimates   
  • Making Purchases for a Job         
  • Invoicing for Job Costs  
  • Using Job Reports

ESTIMATING

  • Creating New Form Templates  
  • Performing Basic Customization
  • Performing Additional Customization     
  • The Layout Designer      
  • Changing the Grid and Margins in the Layout Designer   
  • Selecting Objects in the Layout Designer
  • Moving and Resizing Objects in the Layout Designer        
  • Formatting Objects in the Layout Designer          
  • Copying Objects and Formatting in the Layout Designer 
  • Adding and Removing Objects in the Layout Designer     
  • Aligning and Stacking Objects in the Layout Designer      
  • Resizing Columns in the Layout Designer

TIME  TRACKING

  • Tracking Time and Printing a Blank Timesheet    
  • Weekly Timesheets       
  • Time/Enter Single Activity           
  • Invoicing from Time Data             
  • Using Time Reports        
  • Tracking Vehicle Mileage             
  • Charging Customers for Mileage

PAYROLL

  • The Payroll Process        
  • Creating Payroll Items   
  • Setting Employee Defaults          
  • Setting Up Employee Payroll Information             
  • Creating Payroll Schedules          
  • Creating Scheduled Paychecks  
  • Creating Unscheduled Paychecks             
  • Creating Termination Paychecks
  • Voiding Paychecks          
  • Tracking Your Tax Liabilities         
  • Paying Your Payroll Tax Liabilities             
  • Adjusting Payroll Liabilities          
  • Entering Liability Refund Checks
  • Process Payroll Forms   
  • Tracking Workers Compensation

USING  CREDID  CARD  ACCOUNTS 

  • Creating Credit Card Accounts   
  • Entering Credit Card Charges     
  • Reconciling and Paying Credit Cards 

ASSESTS  &  LIABILITIES

  • Assets and Liabilities      
  • Creating and Using an Other Current Asset Account         
  • Removing Value from Other Current Asset Accounts       
  • Creating Fixed Asset Accounts   
  • Creating Liability Accounts          
  • Setting the Original Cost of Fixed Assets
  • Tracking Depreciation   
  • The Loan Manager         
  • The Fixed Asset Item List 

EQUITY  ACCOUNTS

  • Equity Accounts
  • Recording an Owner’s Draw       
  • Recording a Capital Investment

COMPANY  MANAGEMENT

  • Viewing Your Company Information       
  • Setting Up Budgets        
  • Using the To Do List        
  • Using Reminders and Setting Preferences            
  • Making General Journal Entries 
  • Using the Cash Flow Projector   
  • Using Payment Reminders  

USING  QUICKBOOKS  TOOLS  

  • Company File Cleanup  
  • Exporting and Importing List Data Using IIF Files
  • Advanced Importing of Excel Data            
  • Updating QuickBooks    
  • Using the Calculator       
  • Using the Calendar         
  • The Income Tracker       
  • The Bill Tracker
  • The Lead Center 

WRITING  LETTER  WITH  QUICKBOOKS

  • Using the Letters and Envelopes Wizard
  • Editing Letter Templates    

USING  THE  ACCOUNT’S  REVIEW

  • Creating an Accountant’s Copy 
  • Transferring an Accountant’s Copy          
  • Importing Accountant’s Changes              
  • Removing Restrictions  

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