QuickBooks Pro 2017 Essential Training

Introduction

• Welcome
• The double-entry system of accounting
• How to use the exercise files

1. Navigate QuickBooks

• A tour of the interface
• Navigate inside each center

2. Work with Company Files

• Open and close an existing company file
• Set up a new company file
• Back up and restore a company file

3. Set Up Shop

• Work with the chart of accounts
• Add bank accounts and credit cards
• Use account numbers
• Add service or inventory items
• Set up sales tax
• Add vehicles
• Use the Fixed Assets manager
• Edit company information

4. Add Customers

• Set up the customer profile
• Create and edit customers
• Import customers from another program
• Work with leads

5. Work with Vendors

• Set up the vendor profile
• Create and edit vendors

6. Add Employees

• Create and edit employees
• Create and edit sales reps

7. Manage Day-to-Day Operations

• Create estimates
• Create purchase orders for vendors
• Enter vendor bills
• Invoice customers
• Progress invoice customers
• Enter time and mileage against jobs
• Receive payments
• Create sales receipts for cash sales
• View reminders for overdue invoices
• Send statements to customers
• Enter credit card charges
• Record deposits
• Pay vendor bills
• Print checks
• Work with jobs

8. Handle Special Cases

• Take care of refunds
• Handle customer credits
• Void invoices and other line items
• Fix mismatched data
• Work with check registers manually
• Discounts
• Group customers to batch invoices
• Delete and mark items inactive
• Enter statement charges
• Assess finance charges
• Memorize transactions
• Reconcile bank accounts

9. Administer Payroll

• Turn on payroll
• Set up payroll items
• Set up employees for payroll
• Pay employees

10. Manage Online Banking

• Set up accounts for online banking
• Reconcile online transactions

11. Share QuickBooks with Others

• Enable multiuser mode
• Add and edit user accounts
• Keep QuickBooks up to date
• Enable credit card protection

12. Find Information Quickly

• Use the Snapshot, Insights, and Bill Tracker tools
• Search for data
• Filter lists
• Track transactions and customers by class

13. Run Reports

• Introduction to reports
• Navigate and customize report data
• Filter a report
• Memorize, export, and print a report

14. Manage Year-End Preparations

• Set up 1099 forms
• Close the books

15. Customize QuickBooks

• Customize invoices and forms
• Set QuickBooks preferences

Conclusion

• Next steps