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.

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