Introduction to quick books getting started overview

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Introduction to Quick books Getting Started Overview of QuickBooks Accounting: i. Introducing QuickBooks ii. All the accounting you need to know iii. Exiting QuickBooks iv. Moving between company files Setting up QuickBooks i. Creating a QuickBooks Company i. Entering company information ii. Setting up QuickBooks preferences iii. Choosing a start date iv. Setting up income and expense accounts v. Providing details about your income vi. Finishing the interview vii. Getting help while using QuickBooks Facilitator introduces participants to QuickBooks …and demonstrates the “how to,” while they do the same. 8 Working with lists i. Using QuickBooks lists ii. Editing the chart of Accounts iii. Working iv. Working with the Customer Job v. Working with the supplier list vi. Editing Accounts vii. Adding new accounts viii. Entering item & understanding it ix. Fixed asset item list The facilitor allows students to figure out what to do before showing them “how to” 9 Working with bank accounts & Invoicing i. Write a QuickBooks check ii. Using bank account register iii. Transferring money between accounts iv. Create & edit invoice. v. Create and edit credit memo vi. Create sale orders vii. Customize invoice form viii. Reconciling Checking accounts ix. Creating customer statement The facilitor allows students to figure out what to do in a group presentation (GROUP V) 10 Entering sales and invoices/Grants i Using sales form in QuickBooks ii Filling in the sales form iii Memorizing a sale iv Entering a new service item Facilitation and gives a Course- work (Qb1) Done with the next topic at once. 10 Receiving payment and making deposits i. Recording customer payment ii. Deposit income into the Bank account iii. Apply customer invoice payment Facilitation and gives a Course-work (Qb1) 4
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iv. Apply credit and discount invoices v. Handling cash sales. 11 Entering and paying bills i. Handling bills in QuickBooks ii. Using QuickBooks for accounts payable iii. Entering bills iv. Paying bills v. Write checks vi. Manage taxes vii. Using purchase orders viii. Entering Vendor credit memo Students make a group presentation (GROUP VI) 12 Managing cash i. Make deposit from customers ii. Transfer funds between accounts iii. Deal with dishonored cheques iv. Manage cash v. Recording ATM withdrawals and Payments vi. Recording petty cash disbursements A take home Course- Work (Qb2) that should be submitted for grading, within one week 13
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  • Fall '18
  • Oloba
  • Accounting, Quickbooks, Accounting software, computerized accounting

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