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QuickBooks 2016 is Intuit Inc’s set of software solutions designed to manage payroll, inventory, sales and other needs of a small, medium and large business. The software’s features include marketing tools, merchant services, product and supplies, training solution.

This is a course introduces you to QuickBooks 2016 environment, from creating a new company to inputting inventories.

Time and Date

THE QUICKBOOKS 2016 ENVIRONMENT
  • The home page and insights tab
  • The centers
  • The menu bar and keyboard short courts
  • The open window lists
  • The icon bars
  • customizing the icon bar
  • The chat of accounts
  • Accounting methods
  • Financial reports
CREATING A QUICKBOOKS COMPANY
  • Using express start in using QuickBooks

2016

  • Using the easy step interview
  • Returning to the easy step interview
  • creating a local backup copy
  • setting up users
  • single and multiple user mode

opening a company file

USING LIST
  • The chat of accounts
  • The customer job list
  • The employees list
  • The vendors list
  • Using custom fields
  • Inactivating and reactivating list items

pricing list

Renaming and merging list items

  • Adding multiple list entries from

excel

SETTING UP INVENTORY ITEMS
  • Setting up inventory
  • Creating inventory items
  • Creating a purchase
  • Receiving items with a bill
  • Entering items receipts
  • Matching bills to item receipts
  • Adjusting inventor
SETTING UP OTHER ITEMS
  • service items
  • Non-Inventory items
  • Other changes
  • Subtotals
  • Groups
  • Discounts
  • Payments
  • Changing item prices
BASIC SALES
  • Selecting sales from
  • Creating an invoice
  • Creating a sales receipt
  • Finding transaction forms
  • Previewing sales forms

Printing sales forms

CREATING BILLING STATEMENTS
  1. Setting finance charge defaults
  2. Entering statement charges
  3. Applying finance charges and creating statements
PAYMENT PROCESSING
  • Recording customer payments
  • Entering a partial payment
  • Applying one payment to multiple voices
  • Entering overpayments
  • Entering down payments or prepayment
  • Applying customer credit
  • Making deposits
  • Handling bounced checks
HANDLING REFUNDS
  • Creating a credit memo and refund checks
  • Refunding customer payments
SETTING BILLING PREFERENCES
  • Entering bills
  • Paying bills
  • Early bill payment discounts
  • Entering a vendor credit
  • Applying a vendor credit
GRAPH & REPORT PREFERENCES
  • Using Quick reports
  • Using Quick zoom
  • Present reports
  • Modifying a report
  • Rearranging and resizing report columns
  • Memorizing reports
  • Memorized report groups
  • Printing reports
  • Batch printing forms
  • Exporting reports to Microsoft excel
  • Saving forms and reports as PDF files
  • comment on report
  • Process multiple reports
TIME TRACKING
  • Tracking time and printing a blank timesheet
  • Weekly timesheet
  • Time enter single activity
  • Invoicing from time data
  • Using time reports
  • Tracking vehicle mileage
  • Charging customers for mileage
ASSETS & LIABILITIES
  • Assets and liabilities
  • Creating and using other current asset accounts
  • Removing Value from other current asset accounts
  • Creating fixed accounts
  • Creating liability accounts

setting the original cost of fixed assets

Tracking depreciation

The loan manager

The fixed item lists

EQUITY ACCOUNTS
  • Recording an owner’s draw
  • Recording capital investments

 

USING GRAPH
  • Using graphs

company snapshot

ESTIMATING
  • creating a job
  • Creating an estimate
  • duplicating estimates
  • Invoicing from an estimate
  • Updating job status
  • making purchases for job
  • Invoicing for job costs

Using job reports

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