This course on QuickBooks Canada teaches learners how to set up their Company File, select preferences, manage the Chart of Accounts, create Estimates, Invoices, and handle payments. The course covers topics such as setting up QuickBooks files, preferences, working with users, creating statements, and more. The teaching method includes tutorial videos with markers for easy navigation. This course is intended for Canadian QuickBooks users looking to efficiently manage their business finances using QuickBooks Desktop.
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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