Quickbooks Bootcamp

Accounting Software Overview, QuickBooks Terms, Data Entry Techniques and Processes

8 Hours

This is a hands-on workshop with laptops and sample data provided, to introduce the useful and flexible QuickBooks accounting & bookkeeping application.

During the morning session, attendees will be walked through the steps of proper data entry techniques. Attendees will practice creating invoices, receiving customer payments, and entering vendor bills and credit card statements. Attendees will also learn how to balance a checkbook, and to generate financial reports. The instructor will go over how to appropriately classify expenses, and much more.

During the afternoon session, the instructor will guide attendees through hands on practices in topics such as advanced customer setup and 1099 vendor setup, 1099 preparation, setting up and using memorized transactions and other lists. The session will also focus on analyzing financial reports, discussing prepaid expenses and the importance of bookkeeping data security.

Exercises include modifying financial reports, the analysis of the balance sheet, income and expense, and statement of cash flows reports, general journal entry, setting up 1099 vendors, new QuickBooks users, new customers, entering 1099 vendor bills, and more.