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Quickbooks Pro - Basic Course Outline

LESSON ONE

• Provide an overview of the course and topics to be
  covered
  
• Describe how QUICKBOOKS PRO works and how you get
  around in program
  
• Go through QUICKBOOKS PRO Window Navigation Bar. Overview functions and what they do
  
• Exiting file and re-opening previously opened file
  
• Go through the "Set up New Company" interview by QUICKBOOKS PRO and how to answer the questions asked
  

LESSON TWO

• Set up and edit Chart of Accounts
  
• Use Lists
  
• Set up Security
  
• Adding users and passwords
  
• Editing and changing preferences
  
• Using the find function
  
• How to Back up, Restore, Create an Accountant Copy and Import Accountant's Changes
  

LESSON THREE

• Add vendor and set up vendor and payable defaults
  
• Enter accounts payable invoices, GST tracking
  
• A/P reporting
  
• Pay payable invoices / write payable cheques
  
• Making adjustments and handling discounts
  
• Entering History
  
  

LESSON FOUR

• Writing manual cheques
  
• Posting entries that don't go through the bank
  
• Handling accounting for other types of transactions ie: loans, drawings, visa payments & others
  
• Set up of credit card accounts, advantages and disadvantages
  

LESSON FIVE

• Adding customers and set up customer and receivable defaults
  
• Set up revenue items for tracking purposes
  
• Entering receivable invoices
  
• How to post and handle cash sales
  
• Accounts receivable reporting
  
• Customer Deposits
  
• Receiving payments
  
• How to put to undeposited funds
  
• How to transfer undeposited funds to bank accounts
  
• How to make adjustments
  
• How to set up finance charges
  
• Printing Statements
  

See our other courses. Please contact us for class times and availability. Allow us to teach you!

Call (403) 250 -5111 or e-mail us at Service@QuonAssociates.com TODAY!!.

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