Quickbook pro 2014 download how to#

They can just enter checks вЂ“ especially if they are entering transactions to get caught up. Note that they do not have to use enter/pay bills at all.

Handling bills in QuickBooks Using Quickbooks for accounts payable Entering Bills Paying Bills Instructor Note: Make sure to explain the difference between enter/pay bills and Write checks. Explain undeposited funds and how it works. Recording customer payments Making deposits Instructor Note: Make sure to explain the importance of following the flow chart вЂ“ do not just enter a deposit into the register. Using sales forms in QuickBooks Filling in a sales form Repeating a sale and batch invoices Entering a new service item Using multiple price levels Managing overdue customer payments Processing sales orders Tracking backorders Instructor NOTES: explain the difference between an invoice and sales receipt.ДЎ1 Lesson 7: Receiving Payments and Making Deposits Other account types in QuickBooks Tracking credit card transactions Working with asset accounts Working with liability accounts Understanding equity accounts Instructor NOTES: you may want to mention that a credit card type of account can be used for other revolving lines of credit too (like a bank line of credit, due to owner, etc.). Also, you may want to mention that PayPal should be set up as a bank account too.Д© Lesson 5: Using other Accounts in QuickBooks

money coming out of the bank account can be entered as a check).

Quickbook pro 2014 download how to#

Writing a QuickBooks check Using bank account registers Entering a handwritten check Transferring money between accounts Reconciling checking accounts Instructor NOTES: After discussing how to enter checks вЂ“ mention that they should enter a check (with a code (like DB) instead of a check number) for Debit purchases, ATM withdraws, EFT, etc. is the same for all the lists (even though we wonвЂ™t talk about all the lists in this seminar). Using QuickBooks lists Editing the Chart of Accounts Working with the Customer, Vendor and Employee Centers Adding custom fields Managing lists Introducing the new Lead Center Instructor Notes: Mention/show all the lists вЂ“ let them know that the process to add new, edit, make inactive, etc. Note that you will be going through the EasyStep Interview which is more comprehensive and provides a good overview of the various features available in QB. Also, I want to know how much they know about QuickBooks вЂ“ have they never seen it, used it a little or been using it for several years.Д¬reating a QuickBooks Company Entering company info Customizing QuickBooks for your business Setting up your business accounting Completing the company file set up Closing the company file Instructor Notes: Mention the Express Start feature that is available. I ask them to indicate their type of business too вЂ“ this helps me tailor examples when possible. Lesson 10: Setting up Inventory Lesson 11: Tracking and Paying Sales Taxes Lesson 12: Doing Payroll with QuickBooks Lesson 13: Estimating and Progress Invoicing Lesson 14: Tracking Time Lesson 15:Дњustomizing Forms and Writing QuickBooks Letters Lesson 16: Multi-CurrencyД¬ourse intro Introducing QuickBooks Getting around in QuickBooks All the accounting you need to know Getting help while using QuickBooks Exiting QuickBooks Moving between company files Instructor Notes: You may want to have people briefly introduce themselves.

Then, you can let them know the other lessons are included in the handouts for them to study on their own if they want to learn more.Д¤ Agenda Lesson 9: Analyzing Financial Data However, you may want to leave all of them on the agenda slide and highlight the lessons you will be covering. Lesson 3: Working with Lists Lesson 4: Working with Bank Accounts Lesson 5: Using other Accounts in QuickBooks Lesson 6: Entering Sales Information Lesson 7: Receiving Payments and Making Deposits Lesson 8: Entering and Paying Bills Instructor NOTE: You may or may not cover all 16 lessons in your seminar. Hit a couple of important comments along with your firm name and how to contact you.ДЈ Agenda Lesson 1: Getting Started Lesson 2: Setting up QuickBooks Presentation on theme: 'Introduction to QuickBooks Pro 2014'- Presentation transcript:Дў Your Presenter Pat Hartley, MBA Accounting on the GO!ДЄ Member of IntuitвЂ™s Trainer/Writer Network Advanced Certified QuickBooks ProAdvisor and Certified QuickBooks Enterprise ProAdvisor NOTE: Replace all with info about yourself - remember to keep it brief.