Certified QuickBooks Expert

QUICKBOOKS

QuickBooks is a comprehensive accounting management system used by most businesses across the world. The software helps in tracking sales, creating and sending invoices. Also, the software has cloud-based memory for storing data. The software is easy to use once you get to know all its features like payment reminders, auto banking solutions.

Features of Quickbooks

  • Access accounts from anywhere on the internet devices like smartphone, tablet and manage your business working at your fingertips.

  • Create personal invoices, sales receipts and estimates.

  • Integrate online banking system and bank accounts with quickbooks and do transactions, view statements.

Quickbooks Software Table of Content

 

CREATING COMPANY PROFILE

  • Select Date

  • Fill Information

  • Create Account

  • Setting Company Lists

  • Enter Opening Balances

  • Set Payroll

  • Enter Optional Adjustments

  • Customize Preferences

HISTORICAL TRANSACTIONS

  • Over viewing historical transactions

  • Making A/R transaction entry

  • Making A/P transaction entry

  • Changing start date

 

LISTS

  • List types

  • Editing and Deleting item list

  • Speeding up data entry

  • Adding customized fields

  • List organized

  • Emailing list

 

ACCOUNTS CHART

  • Overview chart accounts

  • Adding new accounts

  • Entering opening balances for accounts in use

  • Editing opening balances

  • Editing account information

  • Deleting account

  • Using account numbers

  • Organizing chart of accounts

  • Changing account’s color

  • Merging existing accounts

  • Printing

 

PRODUCTS AND SERVICES ITEMS

  • Overview

  • Creating Item

  • Businesses Tips

  • Using sub items

  • Item Reporting

  • Information Editing

  • Deletion of items

  • Changing prices

 

SALES TRACKING

  • Sales forms

  • Sales transaction entry

  • Working with sales transactions

  • Sales forms customization

  • Emailing sales form

  • Actual time and costs charge

  • Making daily sales summary

  • Finance charge assessment

  • Billing statement

  • Estimates usage

  • Q & A on sales forms

 

RECEIVING AND DEPOSITING PAYMENTS

  • Invoice or payment statement recording

  • Overpayments, down payments, overpayments

  • Retainers

  • Correcting a payment application

  • Payment depositing

  • Recording returns

  • Bounced check handling

  • Q & A on payments.

 

INVENTORY

  • Viewing order items

  • Receiving inventory item

  • Using inventory register

  • Viewing average cost of inventory

  • Adjusting value and quantity

  • Vendor returning items

  • Inventory reports

  • Sales tax track and pay

  • Sales tax overview

  • Turning on sales tax

  • Creating tax groups

  • Editing sales tax item

  • Assigning taxes

  • Marking taxable items

  • Sales tax to invoice or cash sale

  • Non-taxable sales

  • Unusual tax situations

  • Keeping track of sales tax

  • Paying sales tax

 

ACCOUNTS RECEIVABLE MANAGEMENT

  • Seeing accounts receivable register

  • Seeing customer register

  • Editing transactions in A/R register

  • Opening balance changes

  • A/R transaction history

  • Viewing quick report

  • Viewing A/R reports and graphs

 

BILLS

  • Overviewing bills

  • Bill entry

  • Paying bills

  • Seeing bill payment

  • Bill and payment editing

  • Deleting Bills and payment

  • Bill paying notification

  • Vendor Credit entry

  • Q & A about Bills

 

ACCOUNTS PAYABLE MANAGEMENT

  • Seeing accounts payable register

  • Editing transactions

  • Seeing history

  • Seeing vendor report

  • A/P reports and graphs

 

MANAGING CHECKBOOK

  • Overviewing checks

  • Check entry

  • Check edits

  • Voiding checks

  • Check deletion

  • Depositing funds in accounts

 

CREDIT CARD TRANSACTIONS

  • Overviewing credit card details

  • Making credit card entry

  • Editing credit card transaction

  • Paying/Reconciling credit card statement

 

PURCHASE ORDERS

  • Overviewing purchase orders

  • Turning the purchase order feature

  • Purchas order customizations

  • Purchase order entry

  • Seeing purchase orders

  • Purchase order items receiving

  • Purchase order closing

  • Printing purchase orders

 

ACCOUNT REGISTERS  

  • Overviewing Account register

  • Opening account register

  • Making transaction entry in register

  • Finding particular transaction

 

ASSETS, EQUITIES AND LIABILITIES 

  • Overviewing assets

  • Adding fixed assets and depreciation

  • Fixed assets selling

  • Thefts, loses of fixed asset record

  • Asset Purchase

  • Overview of liability

  • Money borrowed

  • Loan adding to your chart

  • Loan payment tracker

  • Overviewing equity

  • Profit distribution

  • Opening balance money transfer

  • Owner’s draw recording

  • Capital investment recording

 

ACCOUNT RECONCILIATION

  • Overview of Accounts

  • Account Balancing

  • Account Reconciling

  • Transaction Marking

  • Reconciliation completion

  • Credit card reconciling statement

  • Correcting differences

 

TIME TRACKING

  • Overview of time tracking

  • Preference of time tracking

  • Weekly filing of timesheet

  • Single activity entry

  • Invoicing

  • Report

 

PAYROLL

  • Learning about Payroll services

  • Setting up payroll

  • Setting employee earning

  • Tracking accruing hours

  • Setting up payroll schedules

  • Learning about payroll running

  • Learning about payroll liability

  • Tracking time and using it for payroll

 

REPORTS, GRAPHS, BUDGETS

  • Report preference set ups

  • Report creation

  • Reports customization

  • Report data filtration

  • Report exporting to excel

  • Report recall

  • Q & A about reports, graphs and budgets