Different people work in different ways. That is why QuickBooks offers so many choices for moving around the system and accessing information.
Contact us here or call us at 416-614-8046 and we will arrange to meet with you to for training. You will learn that QuickBooks is a versatile program that provides multiple access points for the information you need.
Learn how to work quickly and efficiently in QuickBooks by understanding the workflow to access transactions. You will be shown how to make QuickBooks easy to navigate using the workflow arrows on the Home page, various menus, QuickBooks centres, and icons.
Navigating and Using Lists in QuickBooks
In this course you'll be shown how to make QuickBooks easy to navigate by:
- Using the workflow arrows on the Home page, various menus, QuickBooks centres, and icons
- Learn how to customize the icon bar and use keyboard shortcuts.
- See how to set up personal preferences to customize the QuickBooks desktop.
Using Lists in QuickBooks
In this course, you'll learn how QuickBooks lists, makes data entry efficient and consistent. In this course you will learn how:
- Build a list
- Manage lists
- Adding new Accounts
- Adding Classes
We will also demonstrate how to work with the following lists:
- Customers or Clients
- Vendors
- Jobs
- Other Names
QuickBooks Payables and Vendors
In this course, you will learn how to enter vendors in QuickBooks and the how to enter daily transactions including:
- Purchase orders
- Item receipts
- Vendor bills
You'll also learn how to:
- Pay vendor bills
- Including partial payments and
- Payments with a discount
You will gain a full how to print:
- Individual cheques
- Print cheques in a batch
- When to use the Write Cheques form to pay vendor bills
- View and work with various reports:
- Vendor & Payables
- Purchases and Expense reports
You will also learn how to print the Missing Cheques report to view a list of missing and duplicate cheques.
QuickBooks Sales and Customers
In this course, you will learn how to enter customers in QuickBooks and how to enter daily transaction including:
- Sales – invoices and sales receipts
- Customer payments and deposits
- Use QuickBooks Customer Centre
- Customer information
- Customer transactions
- Review adding and modifying customer records
- Adding customers “on the fly” while entering the transaction
This course will also show you how to enter:
- Invoices
- Sales receipts
- Customer payments
- Record deposits
- Print or e-mail invoices individually or in batches
- View relevant Customers & Receivables and Sales reports.
Working with Transactions in QuickBooks
In this course, you'll learn how to work quickly and efficiently in QuickBooks. You'll learn how to quickly find transactions to:
- Modify them
- Delete or void them
- View the changes made in the audit trail
You'll also learn how to:
- Enter memorized transaction used on a regular basis with very little effort on your part.
Using Lists in QuickBooks
In this course, you'll learn how QuickBooks lists, makes data entry efficient and consistent. In this course you will learn how:
- Build a list
- Manage lists
- Adding new Accounts
- Adding Classes
We will also demonstrate how to work with the following lists:
- Customers or Clients
- Vendors
- Jobs
- Other Names