QuickBooks Pro 2017 Essential Training

Introduction

• Welcome
• The double-entry system of accounting
• How to use the exercise files

• A tour of the interface
• Navigate inside each center

• Open and close an existing company file
• Set up a new company file
• Back up and restore a company file

• Work with the chart of accounts
• Add bank accounts and credit cards
• Use account numbers
• Add service or inventory items
• Set up sales tax
• Add vehicles
• Use the Fixed Assets manager
• Edit company information

• Set up the customer profile
• Create and edit customers
• Import customers from another program
• Work with leads

• Set up the vendor profile
• Create and edit vendors

• Create and edit employees
• Create and edit sales reps

• Create estimates
• Create purchase orders for vendors
• Enter vendor bills
• Invoice customers
• Progress invoice customers
• Enter time and mileage against jobs
• Receive payments
• Create sales receipts for cash sales
• View reminders for overdue invoices
• Send statements to customers
• Enter credit card charges
• Record deposits
• Pay vendor bills
• Print checks
• Work with jobs

• Take care of refunds
• Handle customer credits
• Void invoices and other line items
• Fix mismatched data
• Work with check registers manually
• Discounts
• Group customers to batch invoices
• Delete and mark items inactive
• Enter statement charges
• Assess finance charges
• Memorize transactions
• Reconcile bank accounts

• Turn on payroll
• Set up payroll items
• Set up employees for payroll
• Pay employees

• Set up accounts for online banking
• Reconcile online transactions

• Enable multiuser mode
• Add and edit user accounts
• Keep QuickBooks up to date
• Enable credit card protection

• Use the Snapshot, Insights, and Bill Tracker tools
• Search for data
• Filter lists
• Track transactions and customers by class

• Introduction to reports
• Navigate and customize report data
• Filter a report
• Memorize, export, and print a report

• Set up 1099 forms
• Close the books

• Customize invoices and forms
• Set QuickBooks preferences

• Next steps