Introduction to QuickBooks

This is a hands-on workshop with laptops and sample data provided, introducing the useful and flexible QuickBooks accounting & bookkeeping application. This overview will discuss efficient processes for entering accounting data, how to get timely and accurate bookkeeping information, and more. We will demonstrate how to create invoices, receive customer payments, enter vendor bills and credit card statements, and produce financial reports.

Topics include setting up, updating, and maintaining customer information, as well as vendor accounts and other lists, running financial reports, financial versus tax accounting, the importance of budgeting, the purpose of different financial reports, and cash flow management.

Exercises include entering invoices, customer payments, deposits, bills, cash disbursements, and other transactions. Additional exercises include creating budgets, credit card statement reconciliation, bank reconciliation, and other financial procedures necessary to track your business performance.