Introduction to QuickBooks

Introduction, navigation & home screen

• introduction to intuit & quickbooks
• introduction to the cloud
• general navigation in quickbooks
• home screen

Importing data

• importing data in excel

Manage users

• creating new quickbooks users in your firm

Vat set up

• setting up vat
• editing vat settings after set-up

Multicurrency

• setting -up quickbooks for customeres or suppliers who use different currencies
• creating transactions in a different currency

Products & services

• how are products & services typically used & the advantages
• creating new products or services
• creating sub products
• editing products & services
• making inactive and reactive
• stock tracking in quickbooks

Chart of accounts

• creating new accounts
• creating sub accounts
• editing accounts
• making inactive and reactive

The customer & supplier views

• finding customers & suppliers from the quickbooks navigation
• the money bar
• creating customers & suppliers
• editing a customer or supplier
• making inactive and reactivate
• merging duplicate customer and supplier records

Customer transactions

• creating estimates & invoices
• customising fonts, colours and layouts for estimates and invoices
• adding additional fields to estimates and invoices
• entering default payment terms
• entering automatic terms and conditions or payment details
• enabling custom number sequences
• edit the e-mail messages that go out with my invoices and estimates
• setting up quickbooks to send invoices and estimates in pdf
• attaching documents to invoices or estimates
• recurring transactions
• receiving payments
• sending statements
• error correction

Supplier transactions

• creating purchase orders, cheques, expenses and bills
• recurring transactions
• remitting payments
• error correction

Vat

• preparing a vat return
• recording a refund or a payment
• accessing vat reports

Online banking

• linking your bank account to quickbooks
• updating/pulling in new transactions after initial connection of your bank
• uploading bank transactions in csv or ofx/qfx/qbo format
• add (individual & bulk), match, exclude, & undo
• online banking rules
• error correction

Bank reconciliation

• how to balance your bank in quickbooks

Reporting

• key reports
• generating & customising reports
• grouping reports for automation
• locations & classes for richer more segmented reporting in quickbooks