QuickBooks

Course Objectives:

• Develop a solid understanding of QuickBooks and its features.
• Learn how to set up company accounts, record transactions, and manage financial data.
• Gain proficiency in generating financial reports for better decision-making.
• Enhance efficiency in bookkeeping and financial management tasks.
• Acquire practical skills in using a highly sought-after accounting software.

Course Curriculum:

1. Introduction to QuickBooks

   • Overview of QuickBooks and its importance for businesses
   • Navigating the QuickBooks interface and settings

2. Setting Up Company Accounts

   • Creating and customizing company profiles
   • Managing users and permissions in QuickBooks

3. Recording Transactions

   • Entering and categorizing income and expenses
   • Tracking sales, purchases, and payments

4. Banking and Reconciliation

   • Connecting bank accounts and importing transactions
   • Reconciling bank statements with QuickBooks records

5. Invoicing and Receivables

   • Creating and sending invoices to customers
   • Managing accounts receivable and tracking payments

6. Payables and Vendor Management

   • Entering bills and managing accounts payable
   • Tracking vendor payments and managing expenses

7. Financial Reporting

   • Generating financial statements (profit and loss, balance sheet, etc.)
   • Customizing reports to meet specific business needs