Quick Books Accountant Course
Home » Quick Books Accountant Course
COURSES OUTLINE :- QUICKBOOKS TRAINING IN NEPAL show hide Lesson One: Getting Started • Opening QuickBooks • Before You Create a Company File • Creating a Company File • Modifying Company Info • Set up your users and passwords • Review and/or change the preferences that QuickBooks set • Set up or edit the accounts in your chart of accounts. • Create a journal entry to specify accounts’ opening balances. • Opening an Existing Company File. • Converting from another Program to QuickBooks Lesson Two: Getting Around In QuickBooks • The Home Page • The Company Snapshot • Your Financial Calendar • Menus and the Icon Bars • Switching Among Open Windows Lesson Three: Setting Up A Chart Of Accounts • Acquiring a Chart of Accounts. • Planning the Chart of Accounts. • Creating Accounts and Subaccounts. • Modifying Accounts. • Hiding and Deleting Accounts • Merging Accounts. Lesson Four: Setting Up Customers, Jobs, And Vendors • Creating Customers in QuickBooks • Creating Jobs in QuickBooks • Modifying Customer and Job Information • Categorizing Customers and Jobs • Adding Notes. • Working with Leads • Merging Customer Records • Hiding and Deleting Customers • Setting up Vendors • Data Entry Shortcuts • Tracking To-Dos Lesson Five: Setting Up Items. • What Items Do • When You Don’t Need Items • Should You Track Inventory with Items? • Planning Your Items • Creating Items. • Service Items. • Product Items. • Other Types of Items • Setting up Sales Tax • Modifying Items. • Hiding and Deleting Items Lesson Six: Setting Up Other QuickBooks Lists . • Categorizing with Classes. • Price Levels. • Customer and Vendor Profile Lists • Fixed Asset Items. • Creating and Editing List Entries. • Hiding and Deleting List Entries. • Sorting Lists. • Printing Lists. Lesson Seven: Managing QuickBooks Files • Switching Between Multi- and Single-User Mode • Backing up Files • Restoring Backups • Sending Company Files to Others • Verifying Your QuickBooks Data • Condensing Data • Cleaning Up after Deleting Files Lesson Eight: Tracking Time And Mileage • Tracking Time and Mileage. • Setting Up Time Tracking. • Entering Time in QuickBooks. • Running Time Reports. • Tracking Mileage. • Generating Mileage Reports. Lesson Nine: Paying For Expenses • When to Pay Expenses • Entering Bills • Automating Recurring Bills • Purchasing Inventory • Handling Reimbursable Expenses • Recording Vendor Refunds and Credits • Paying Your Bills • Producing Checks. • Writing Checks without Entering Bills • Paying with Cash. • Paying with Credit Cards. • Running Expense-Related Reports. • Paying Sales Tax. Lesson Ten: Invoicing. • Choosing the Right Type of Form • Sales Forms and Accounts • Creating Invoices • Creating Batch Invoices • Invoicing for Billable Time and Costs • Invoicing for Backordered Products • Estimating Jobs • Creating Progress Invoices • Handling Refunds and Credits • Editing Invoices. • Voiding and Deleting Invoices. • Lesson Eleven: Producing Statements • Generating Statements Lesson Twelve: Transaction Timesavers • Printing Sales Forms • Emailing Sales Forms • Memorized Transactions • Finding Transactions Lesson Thirteen: Managing Accounts Receivable • Receivables Aging • Receiving Payments for Invoiced Income • Applying Credits to Invoices • Discounting for Early Payment • Deposits, Down Payments, and Retainers • Applying Finance Charges • Cash Sales • Making Deposits Lesson Fourteen: Doing Payroll • Paying Yourself • Recording Transactions from a Payroll Service • Using an Intuit Payroll Service • Lesson Fifteen: Bank Accounts and Petty Cash. • Entering Transactions in an Account Register • Handling Bounced Checks • Transferring Funds • Reconciling Accounts • Managing Loans • Tracking Petty Cash Lesson Sixteen: Customizing Forms And Writing QuickBooks Letters • Making Journal Entries. • Balancing Debit and Credit Amounts. • Some Reasons to Use Journal Entries. • Creating General Journal Entries. • Checking General Journal Entries. • Reclassifications and Corrections. • Recording Depreciation with Journal Entries. • Recording Owners’ Contributions. Lesson Seventeen: Generating Financial Statements . • The Profit & Loss Report. • The Balance Sheet. • The Statement of Cash Flows. • Other Helpful Financial Reports Lesson Eighteen: Performing End-Of-Year Tasks • Checking for Problems. • Viewing Your Trial Balance. • Generating Year-End Financial Reports. • Generating Tax Reports. • Sharing a Company File with Your Accountant. 1099s. . . • Closing the Books for the Year. Lesson Nineteen: Managing Inventory • The QuickBooks Inventory Process. • Running Inventory Reports. • Performing a Physical Inventory. • Adjusting Inventory in QuickBooks. Lesson Twenty: Budgeting And Planning . • Types of Budgets. • Ways to Build Budgets. • Creating Budgets in QuickBooks. • Creating Additional Customer: Job or Class Budgets. • Creating and Copying Budgets with Excel. • Filling in Budget Values. • Running Budget Reports. Lesson Twenty One: Working With Reports. • Finding the Right Reports. • Running Reports. • Printing and Saving Reports. • Customizing Reports. • Memorizing Reports. • Swapping Reports between Company Files. Lesson Twenty Two: Online Banking Services • Setting Up Your Internet Connection. • Setting Up Your Accounts for Online Services. • Exchanging Data with Your Bank. • Online Banking Using Side-by-Side Mode. • Online Banking Using Register Mode. Lesson Twenty Three: Configuring Preferences To Fit Your Company Preferences: The Basics. • Accounting. • Bills. • Calendar. • Checking. • Desktop View. • Finance Charge. • General. • Integrated Applications. • Items & Inventory. • Jobs & Estimates. • Multiple Currencies. • Payments. • Payroll & Employees. • Reminders. • Reports and Graphs. • Sales & Customers. • Sales Tax. . • Search. • Send Forms. • Spelling. • Tax: 1099. • Time & Expenses Lesson Twenty Four: Integrating QuickBooks With Other Programs . • Mail Merge to a Word Document. • Synchronizing Contacts • Working with Third-Party Programs • Exporting QuickBooks Data. • Importing Data from Other Programs. Lesson Twenty Five: Customizing QuickBooks • Customizing the Desktop. • Customizing the Home Page. • Fast Access to Favorite Features • Customizing the Company Snapshot. • Customizing Forms. Lesson Twenty Six: Keeping Your QuickBooks Data Secure • Setting Up the Administrator. • Creating QuickBooks Users. • Restricting Access to Features and Data. • Audit Trails.