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Introduction to QuickBooks
Wed, 09-May-2018 @ 10:00 am - 2:00 pm
| FreeAgenda: Join us for a free QuickBooks online training seminar. Detailed agenda as below.
Speaker(s): Nicky Goringe Larkin, MD of Goringe Accountants & QuickBooks Online Advanced Certified ProAdvisor
Catering: Buffet lunch provided
Cost: FREE
Booking: Must pre-book, as numbers are limited.
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
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