QuickBooks Workshop - Level 2

QuickBooks online test drive – learn best practices and learn how to navigate QBs online. In this session participants will learn:

• Set up a customers, jobs, and vendors list.
• Create Sales and Revenue Transactions.
• Review Accounts Receivable function by creating and modifying invoices, apply credits to invoices and recording deposits/payments.
• Create Expense and Purchase Transactions, understand accounts payable functions by recording and paying bills, writing checks.
• Learn alternate entry points to enter purchasing transactions.
• Learn the basics of Reports available on QBs Online based on subscription service.
• Explore the Report Dashboard, setting up favorites, and business overview reports.

Course Requirements: Familiarity using a personal computer and a working knowledge of accounting principles is highly recommended.

Required Materials: Participants should have an active QB online account or have registered for a free one-year registration to QuickBooks Online.

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