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Learn how to best work with QuickBooks Pro 2016, from setting up a new chart of accounts to recording payments and running reports.
Learn the essentials of working with QuickBooks Pro. Find out how to create and back up your company's QuickBooks file and quickly set up shopâadding your banking information, credit cards, and historical data to the chart of accounts. You'll also learn how to set up your customers, vendors, employees, and inventory items. Author Jess Stratton then takes you through the day-to-day operations that keep your business running: creating estimates, invoices, and sales receipts; processing payments; recording deposits; and printing checks. Plus, learn how to run reports, find data about your business, and close the books, with end-of-year preparations.
Overview
Syllabus
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Introduction
- Welcome
- Using the double-entry system of accounting
- Using the sample and exercise files
- A tour of the interface
- Navigating inside each center
- Opening and closing an existing company file
- Setting up a new company file
- Backing up and restoring a company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Using account numbers
- Adding service or inventory items
- Setting up sales tax
- Adding vehicles
- Using the Fixed Assets Manager
- Editing company information
- Setting up the customer profile
- Creating and editing customers
- Importing customers from another program
- Working with leads
- Setting up the vendor profile
- Creating and editing vendors
- Creating and editing employees
- Creating and editing sales reps
- Creating estimates
- Creating purchase orders for vendors
- Entering vendor bills
- Invoicing customers
- Progress invoicing customers
- Entering time and mileage against jobs
- Receiving payments
- Creating sales receipts for cash sales
- Viewing reminders for overdue invoices
- Sending statements to customers
- Entering credit card charges
- Recording deposits
- Paying vendor bills
- Printing checks
- Working with jobs
- Taking care of refunds
- Handling customer credits
- Voiding invoices and other line items
- Fixing mismatched data
- Working with check registers manually
- Discounts
- Grouping customers to batch invoices
- Deleting and marking items inactive
- Entering statement charges
- Assessing finance charges
- Memorizing transactions
- Reconciling bank accounts
- Turning on payroll
- Setting up payroll items
- Setting up employees for payroll
- Paying employees
- Setting up accounts for online banking
- Reconciling online transactions
- Enabling multiuser mode
- Adding and editing user accounts
- Keeping QuickBooks up to date
- Enabling credit card protection
- Using the Snapshot, Insights, and Bill Tracker tools
- Searching for data
- Filtering lists
- Classes
- Introduction to reports
- Navigating and customizing report data
- Filtering a report
- Memorizing, exporting, and printing a report
- Setting up 1099 forms
- Closing the books
- Customizing invoices and forms
- Setting QuickBooks preferences
- Next steps
