Dive into a comprehensive 4-hour tutorial on QuickBooks Desktop for Canadian users. Learn how to set up your company file, configure preferences, establish a chart of accounts, and manage essential business operations. Master the creation of estimates, invoices, and payment processing. Explore key features including customer management, job tracking, price levels, and financial statement generation. Gain practical knowledge on handling various financial scenarios such as overpayments and down payments. Perfect for beginners and those looking to enhance their QuickBooks skills in a Canadian business context.
Overview
Syllabus
- How QuickBooks Files Work
- Setting Up Your Company File
- Using Easy Step Interview - Part 1
- Using Easy Step Interview - Part 2
- Getting Around in QuickBooks - Part 1
- Getting Around in QuickBooks - Part 2
- Starting and Exiting QuickBooks
- Opening a Second Company File
- Preferences - Part 1
- Preferences - Part 2
- Working with Users
- Chart of Accounts - Part 1
- Chart of Accounts - Part 2
- Walkthrough of the Customer Centre
- Creating Customers and Jobs
- Estimates - Part 1
- Estimates - Part 2
- Invoicing from Estimates - Part 1
- Invoicing from Estimates - Part 2
- Invoicing Customers for Products and Services
- Receiving Payments
- Creating Deposits
- Creating Credit Memos
- Entering an Overpayment
- Handling Customer Down Payments
- Memorizing a Sale
- Using Price Levels
- Creating Statements
Taught by
Simon Sez IT
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