QuickBooks is the leading accounting software in use today. The software provides an easy-to-use bookkeeping system for small businesses that need to track financial information. Participants in this class will learn how to set up and manage a basic set of accounting books, including how to create a chart of accounts, post daily transactions, create vendor lists, reconcile checking and credit card accounts, track activity, and generate financial reports.
Course Outline
Introduction and Dashboard ? 10 minutes
Financial Statements ? 10 minutes
Banking: Checking, Savings, Credit Cards ? 10 minutes
Accounting Charts of Accounts; Bank reconciliation? 10 minutes
Reporting ? 10 minutes
Q&A ? 10 minutes
Learner Outcomes
Upon successful completion, students will be able to:
Be familiar with general accounting concepts to get the most useful information from their QuickBooks program
Set up a new company in QuickBooks
Set company and personal preferences
Add, change, and delete accounts and vendors
Properly post daily transactions
Track and reconcile credit card and bank activity
Make journal entries
Generate profit & loss, balance sheet, and other reports
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