QuickBooks® Desktop Pro Basics 2021 Windows Products

If you register for this workshop and later become unable to attend, please cancel your registration so that the next person on the waiting list can take your spot. This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire. If you are being sponsored by your company, click Ok to continue to register.

Perhaps you have a bookkeeper and want to understand what they are doing. If any of these sounds like you, this QuickBooks Basics Live Online Course will give you the tools you need. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Learners must achieve an average test score of at least 70% to meet the minimum successful completion requirement and qualify to receive IACET CEU credit.

QuickBooks is one of our favorite tools here at Ignite Spot, and it’s super common among small businesses like yours. We’ll get you caught up on how small business accounting services like us take advantage of the power of QuickBooks—and how you can too. Attendees will leave with a solid understanding of the proper set-up for their business; how to enter and process ongoing financial transactions; and how to generate and customize reports. Kari Johnson, owner of Penny Tracker LLC, will provide a day-long training workshop for the online version of QuickBooks.

Accounting & Bookkeeping Basics: Overview

Cancellations within 14 days will receive a full refund, no questions asked. You will pay an annual subscription for access, cancel anytime if you do not want to pay beyond the first year access. Do you dread doing your bookkeeping, but know it needs to be done? Or, maybe, there are pieces of the job that just don’t make sense to you. Are you wondering how your business is doing, but don’t know how to figure that out?

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How To Win Clients And Influence Markets with XERO ACCOUNTING SOFTWARE?

You should consider accepting credit card payments as a convenience for your customers and to increase the speed that you collect outstanding invoices. You will also learn how to apply payments received to outstanding invoices so that your accounts receivable (A/R) is up to date and income is not counted twice. After this lesson, learn about A/R aging reports, which will help you manage unpaid invoices. Our QuickBooks Basics Labs are quick and convenient, allowing you to take courses online on your own schedule. QuickBooks is a widely used accounting software geared toward small and medium-sized businesses and can assist with tasks such as accepting business payments, managing and paying bills, and payroll functions. This function allows the user to create and print invoices and email them to the customers.

• It automatically calculates and runs payroll automatically when you need it.
• Basically, these heads are categorized as per the function and purpose it serves.
• The Essentials plan is $25 a month for the first three months ($50 a month afterward) and provides everything from Simple Start, plus the ability to manage and pay your bills and track time.
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We cover how to record your income and expenses, how to manage bank and credit card transactions, how to manage payroll, and how to run financial statements. There are 46 tutorials in our QuickBooks Online tutorial, spanning eight lessons. You should plan at least two hours to complete the first lesson, which includes 15 video tutorials. QuickBooks by Intuit is small business accounting software that helps to manage income and expenses and track the financial position.

Managing Bills and Expenses

The five basic functions of QuickBooks Software can be categorized into Vendors, Customers, Employees, Company, and Banking. Basically, these heads are categorized as per the function and purpose it serves. Reconciliations, customizing reports, and automated recurring transactions. While this workshop is valued at $219, it is being offered at no cost to you.

The target audience is small business owners and/or administrative staff that would like to gain greater insight into the bookkeeping process and the QuickBooks Online (QBO) software. Our QuickBooks Online tutorial will teach you the basics you need to know to start keeping the books for your small company or employer. Don’t be intimidated by the size of the tutorial―take one lesson or tutorial at a time. Bookkeeping is much easier when cash transactions are kept to a minimum. This lesson will teach you to download and track your credit card purchases in QuickBooks and reconcile them with your credit card statement to ensure that they match.

What Desktop QuickBooks packages are offered?

This plan provides access to one user, plus their small business accounting services firm. When you connect your business’s bank account(s) and credit card(s) to the account, QuickBooks keeps tabs and automatically categorizes expenses. The platform also manages your accounts payable when you input upcoming bills.

Regardless of your organization’s industry or niche, turning a profit is essential to successful operations. You don’t need to be a certified public accountant (CPA) or even have an accounting degree to use QuickBooks Online successfully. While some basic bookkeeping knowledge would be helpful, it’s not required. In our free QuickBooks course, we will teach you what you need to know to manage your own books.

QuickBooks is one of the most popular and most used accounting software worldwide. Using QuickBooks makes a world of difference in organizing your business’s financial picture, from keeping track of your books to getting ready for tax time. The Plus plan is $40 a month for the first three months ($80/month afterward) and provides everything from Simple Start and Essentials, plus the ability to track inventory and create purchase orders.

• We’ll get you caught up on how small business accounting services like us take advantage of the power of QuickBooks—and how you can too.
• Finally, you can use the reconcile tool to ensure the transactions on your bank statement match what has been entered into QuickBooks, resulting in up-to-date financial statements.
• QuickBooks is accounting software that you can link with your bank and credit card accounts to track and analyze the flow of money through your business.
• Items and services are keys for Customers as it contains all the details of information and helps in pre-sets to create bills.
• Cancellations within 14 days will receive a full refund, no questions asked.

By using QuickBooks Payroll, all your wages, salaries, and payroll taxes will be included automatically in your financial statements. After this lesson, you’ll be able to set up employees in QuickBooks, enter and run payroll, pay employees by direct deposit or check, and reconcile your payroll taxes. You will be able to manage all of your downloaded banking transactions by instructions for articles of organization the end of this lesson. You will also understand how to enter basic banking transactions manually. Finally, you can use the reconcile tool to ensure the transactions on your bank statement match what has been entered into QuickBooks, resulting in up-to-date financial statements. The features and settings that you choose in this lesson will affect every area of QuickBooks.

Learning Outcomes

Developed specifically for beginners, prospective users, and current customers who desire more benefits from the product. About half of the tutorials have an average runtime of five minutes or less, and the longest tutorial is slightly less than 14 minutes long. Each QuickBooks tutorial includes a video where we demonstrate the concepts presented in each lesson. It is better to integrate QuickBooks Payroll with QuickBooks, you can also calculate and file payroll taxes and e-pay them. Stay on top of unpaid or partial invoice payments by automating overdue reminders.

You can track the AR by looking at the number of outstanding invoices. It runs an AR aging report to track the number of days the invoices are overdue. You can create an invoice from scratch or customize an existing invoice template. This plan provides access to 25 users, plus their small business accounting services firm. This plan provides access to five users, plus their small business accounting services firm. This plan provides access to three users, plus their small business accounting services firm.

QuickBooks is now offering a free meeting with a QuickBooks ProAdvisor to help set up your new QuickBooks company including connecting your bank account and customizing your chart of accounts. This offer is not available with the 30-day free trial, so be sure to select 50% off for three months as your introductory offer. Desktop Pro Plus is $349.99 a year and provides access to the latest version, features, and security patches for PC users, plus premium money management tools. You can also get a productivity boost with the mobile app, easily organize business finances, and import data from major programs. You can also access business analytics and manage employee expenses. Luckily, you have your pick of tools and services to increase cash flow visibility while empowering you to make business decisions.