wolters kluwer

QuickBooks 101

This course brought to you by Wolters Kluwer

1 Lesson / $55 / 2 CPE hours

Topics Covered

  • Compare the differences between QuickBooks Pro, Premier, Accountant, and Enterprise.
  • Create a new QuickBooks company from scratch.
  • Regain access to QuickBooks companies when you don’t remember the password.
  • Manage your QuickBooks chart of accounts.
  • Add list items, such as customers, vendors, inventory items, employees, as well as supporting lists.
  • Customize QuickBooks by using custom fields.
  • Compare customer invoices versus sales receipts.
  • Understand the nuances of the Quick Add feature.
  • See how to maximize the Undeposited Funds account.
  • Save time by memorizing transactions.
  • Get an overview of processing payroll within QuickBooks.
  • Reconcile your bank and credit card statements.
  • See two different ways to find transactions.
  • Run reports, such as a Profit & Loss and Sales by Customer.
  • Get an overview of managing budgets within QuickBooks.
  • See how to back-up and restore your QuickBooks company.