How To Use QuickBooks® Seminar Agenda

Seminar: ID# 1003624

This course is available in both in-person and video conference formats.

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Agenda

• Choose the method for accessing QuickBooks features that best suits how you use your computer
• Use the Easy-Step Interview to get your company financials started
• Learn to customize the built-in lists (Vendors, Fixed Asset, Price Level, Sales Tax Code, Terms, and more) to suit your company's specific needs
• Understand QuickBooks workflows to ensure related transactions are entered correctly
• Use QuickBooks' Coach Mode to work and learn at the same time

• Learn to set up your chart of accounts so your reports are accurate
• Assess how your chart of accounts can save your accountant time — and save you money!
• Identify when to use subaccounts to get an even more accurate picture of where your money goes
• Learn to merge accounts when you have several that need to be integrated

• Learn to accurately track and bill for the cost of mileage
• Find out how QuickBooks can help you track your time and make billing easier
• Use classes to track trends and performance within your business
• Utilize the Items tracking feature to keep track of everything you buy and sell
• Set up your 1099 contractors and prepare 1099 forms with QuickBooks

• Create professional-looking invoices in a snap
• Print invoices via the Invoice Printer, or send invoices through e-mail
• Record payments and generate receipts
• Pay and record bills; write, print, and mail checks

• Navigate through QuickBooks' various report categories
• Customize reports so that they provide the information you want, presented the way you want it
• Gain easy access to additional reports online
• Print reports as documents or create PDF files to e-mail to other users
• Use QuickBooks reports to display a "snapshot" of the financial health of your company

Balancing your accounts against your bank's records using QuickBooks' Reconcile feature
• Using the Backup Options and the Backup Wizard
• Restoring your QuickBooks data after a computer malfunction or accident
• Using the Audit Trail Report when your accounts don't balance properly