- A Basic Understanding of Computer Navigation
- Internet connection
- Business Owners That Need to Install Quickbooks
- Entrepreneurs that need to learn accounting basics
Introducing QuickBooks for Small Business Owners
This course is aimed at entrepreneurs who have little or no experience with QuickBooks and do not require any accounting knowledge, as we will advise you step by step with realistic examples while engaging in a fun and very interactive class.
🏦 First, we will start with a basic yet indispensable accounting lesson, in simple and direct terms, with no fluff or confusing jargon, which includes an evaluation of the Chart of Accounts.
🕵️ Next, we will demonstrate how to classify the expenses, profits, accounts receivables, payables, inventory, using the most common scenarios for small businesses.
📊 Then, we will go over the generation of financial reports, tips on how to interpret them, and the most recommended types of reports to monitor the health of your business. The following tasks will be covered in this class:
✅ Establishing your company in Quickbooks
✅ How to create and edit users and passwords
✅ Revision of the list of accounts (Chart of Accounts)
✅ How to add and edit bank accounts
✅ Preparation of the Customer module (Customers)
🏭 Preparation of the Inventory or Services module (Products)
✅ Preparation of the invoices module (Invoices)
✅ Differences between an Invoice and a Sales Receipt
✅ Preparation of the account statements module for the client (Statements)
✅ Preparation of the Sales Taxes module
✅ How to establish a supplier (Vendors)
✅ How to make a sale (Sales) How to generate a Bill (account payable)
💵 How to report the payment of the Bill or Purchase with a check, credit card or cash (Payments)
- How to generate 3 important financial reports
- How bank reconciliation works in Quickbooks
- Tips on how to work on Quickbooks efficiently depending on your type of business.
This course was created to help the entrepreneur with no previous, or very little knowledge in accounting, to use Quickbooks and track the performance of a business, and foster growth and advance.