Quickbooks Desktop Course

The sales overview course for QuickBooks covers fundamental aspects of financial management for businesses. In Lesson 1, participants learn to set up their chart of accounts, establishing the framework for tracking income, expenses, assets, and liabilities. Lesson 2 focuses on setting up customers, vendors, and items, crucial for invoicing, purchasing, and inventory management. Lesson 3 delves into the accounts receivable cycle, covering invoicing, receiving payments, and managing customer balances. Following this, Lesson 4 explores the accounts payable cycle, including entering bills, making payments, and tracking vendor balances. Lesson 5 introduces memorized transactions for automating recurring transactions, saving time, and improving efficiency. Lastly, Lesson 6 emphasizes creating and customizing reports to gain insights into business performance, including financial statements, sales reports, and custom analytics. Through these lessons, participants develop essential skills in using QuickBooks to streamline financial processes and make informed business decisions.

• Section 1 38:55

  • 1: quickbooks 101 - 1 - Setting up your Chart of Accounts 18:26
  • 2: quickbooks 101 - 2 - Setting up customers and vendors and items 09:51
  • 3: quickbooks 101 - 3 - The AR Accounts Receivable Cycle 10:38

• Section 2 18:54

  • 4: quickbooks 101 - 4 - AP The Accounts Payable Cycle 08:12
  • 5: quickbooks 101 - 5 - Memorized Transactions 01:41
  • 6: quickbooks 101 - 6 - Creating and Customizing Reports 09:01

### Lesson 1: Setting up your chart of accounts
- Explanation of the chart of accounts and its importance in organizing financial transactions.
- Step-by-step guide on how to set up a chart of accounts tailored to your business needs in QuickBooks.

### Lesson 2: Setting up customers, vendors, and items
- Detailed instructions on how to input customer, vendor, and item information into QuickBooks.
- Importance of accurate data entry for effective tracking and reporting.

### Lesson 3: The AR (Accounts Receivable) cycle
- Overview of the accounts receivable process, including invoicing customers, recording payments, and managing outstanding balances.
- Tips for streamlining AR processes and reducing outstanding receivables.

### Lesson 4: The Accounts Payable cycle
- Explanation of the accounts payable process, from entering bills to making payments to vendors.
- Best practices for managing accounts payable efficiently to maintain good vendor relationships and cash flow.

### Lesson 5: Memorized transactions
- Introduction to memorized transactions feature in QuickBooks for automating repetitive tasks.
- How to set up and utilize memorized transactions for improved efficiency and accuracy.

### Lesson 6: Creating and customizing reports
- Guidance on generating various financial reports in QuickBooks to gain insights into business performance.
- Customization options for tailoring reports to specific business needs and preferences.

Throughout the course, practical examples and exercises may be provided to reinforce learning and ensure participants can apply the concepts effectively in their own QuickBooks environment.

No prior knowledge or experience required

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Reed Courses Certificate of Completion

Digital certificate - Included