CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

QuickBooks for Desktop PC Exploring the Interface - For Beginners

4.5 (6)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

  • CPA (Canada)
  • CPA/CITP
  • CMA
  • CPA (US)
  • Tax Preparer
  • PCP

Published: September, 2020

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Aug 10, 2021 | 02:00 PM EDT Register

Overview

  • Why is Bookkeeping Important?
    2 mins
  • The Pareto Principle: The 80/20 Rule
    6 mins
  • Entering Historical Transaction
    25 mins
  • Setting up Bank feed from Bank feed Center
    75 mins
  • Navigating Customer Information from Customer Center
    99 mins
  • Entering Invoice Details in QuickBooks
    123 mins
  • How to print checks in QuickBooks
    148 mins

Course Description

QuickBooks is accounting software that offers several versions designed to fit the needs of most small or medium-sized businesses. All versions of QuickBooks offer tools for routine accounting that simplify tracking income and expenses; more advanced versions provide features for managing contractors, setting prices or tracking inventory. This QuickBooks webinar for beginners teaches small business owners and bookkeepers to use QuickBooks Desktop on a PC including setup, daily data entry, reports and other processes.

This webinar would cover : 

  • Choosing the right version of QuickBooks for your needs, and how to set it up.
  • Overview of different QuickBooks’ features
  • Accessing different reports within QuickBooks.
  • Track your daily sales income and all your expenses. 
  • Generating instant Profit and Loss report and Balance Sheet for taxes.

Learning Objectives

  • To recognize the importance of good record keeping
  • To identify when do you need a bookkeeper and when can you do it yourself?
  • To recognize the common bookkeeping mistakes business owners make
  • To identify ways of Setting up QuickBooks
  • To recall the QuickBooks Preferences

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Chief Accounting Officer
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.5

(6)
50%
50%
0%
0%
0%

LH

Outstanding presenter! Very informative webinar. Highly recommend. I didn't take this as a test prep, but only to become familiar with software features/functionality. I appreciate the information. Thank you!

BH

Very good.

TG

Awesome presenter

DC

very informative course