QuickBooks Bootcamp

Getting Started

• Starting QuickBooks
• Overview of the homepage and menu system

Setting Up a Company

• Creating a QuickBooks Company
• Modifiying and Editing New Account in Charts of Accounts
• Entering Account Opening Balances

Working with List

• Entering Customers and Vendors
• Inventory Items, Sales Tax Items and Service Items
• Viewing the reminders list and the classifications list
• Creating QuickReports from Vendors, Customers and Charts of Accounts

Working with Bank Accounts

• Entering and Paying Bills
• Writing Checks
• Using Bank Account Registers
• Transferring Funds Between Accounts

Invoicing and Processing Payments from Customers

• Creating an Invoice
• Receiving Payments for Invoices
• Making Deposits
• Using Sale Receipt

Understanding the Process of Reconciliation

• Reconciling Bank Accounts

Additional Fundamentals

• Backing up and restoring data Entering Opening Balances

Quick Review

• A short review of QuickBooks Essentials Class

Running and Analyzing Reports

• Modifying and Memorizing Reports
• Customizing and Filtering Reports
• Exporting Reports to Microsoft Excel
• Saving as PDF files

Customizing Forms

• Modifying a QuickBooks Form
• Downloading Template

Working with Credit Card Accounts

• Entering a new CC Account
• Entering transactions for CC Account
• Reconciling CC account
• Paying CC account

Bank Reconciliation

• Reconciling Bank Accounts

Managing Inventory

• Entering Products into Inventory
• Ordering Products
• Receiving and Paying for Inventory
• Selling Your Product
• Creating Product Invoices
• Making Cash Sales for Services
• Manually Adjusting Inventory

Estimating, Time Tracking, and Job Costing

• Creating Job Estimates
• Creating an Invoice from an Estimate
• Updating the Job Status
• Tracking Time

Entering Payroll

• Outside Payroll Service
• QuickBooks Payroll