We offer customized one-on-one training for this software package. This outline indicates the topics covered in a typical one day programme. With one-on-one training, we can customize the outline and topics to each client's specific needs and requirements. Please call to discuss the topics you are intersted in.
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 programmes.
Please contact us for class times and availability. Allow us to teach you!
We offer customized one-on-one training for this software package. This outline indicates the topics covered in a typical one day programme. With one-on-one training, we can customize the outline and topics to each client's specific needs and requirements. Please call to discuss the topics you are intersted in.
LESSON TWO