QuickBooks Fundamentals
QuickBooks is one of our most popular courses and these sessions can fill weeks in advance.
₹2999.00
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Course Overview
This 10-day class is perfect for learners who are new to both accounting and QuickBooks Online. You’ll gain confidence in financial basics—like accounts, transactions, and reconciliation—while working hands-on in QuickBooks with plenty of time for guided practice. We’ll move at a comfortable pace, explain terminology in plain language, and ensure you leave with a working knowledge of how to manage your books, from setup to reporting.
Prerequisites
• Basic proficiency in the Windows operating system and browsing online
• Basic understanding of accounting practices.
Schedule of Classes
Course Curriculum
8 Subjects
Getting Started with QuickBooks Online
Introducing QuickBooks Online
The Test Drive
Other Tools You’ll Need
Navigating the User Interface
The Help Menu
The Navigation Bar
Account Types and Financial Reports
Setting Up a New Company File
Planning and Creating Your Company File
Start Date
Setup Checklist—Elements of the Plan
The Chart of Accounts
Products and Services
Adding and Managing Users
Opening Balances and Historical Transactions
Working with Customers
The Sales Center
Adding Customers and Sub-Customers
Importing Customers from an Excel or CSV File
Editing, Merging, and Making Customers Inactive
Recording Sales Transactions
Creating Sales Receipts and Invoices
Receiving Customer Payments
Recording a Bank Deposit
Creating Customer and Sales Reports
Working with Vendors
The Expenses Center
The Vendors List
Adding Vendors
Importing Vendor Data from an Excel or CSV File
Editing, Merging, and Making Vendors Inactive
Creating Vendor Transactions: Purchases and Expenses
Creating Check, Expense, and Bill Records
Managing Accounts Payable
Accounts Payable Reports
Other Vendor Reports
Paying Bills
Banking and Credit Card Transactions
Managing the Banking Center
Setting Up and Using Bank Feeds
Reconciling Accounts
Preparing Financial Reports
Purchase Orders
Purchase Order Reports
Receiving Inventory Against a Purchase Order
Purchase Orders for Non-Inventory Products
Adding an Expense to a Purchase Order Payment
Purchasing a Product without a Purchase Order
Completing the Accounting Cycle, Closing the Books, and Reviewing Changes
Completing the Accounting Cycle
Creating the Trial Balance Report and Making Adjustments
Adjusting Journal Entries
Comparing Inventory Quantities and Making Adjustments
Creating Financial Statements
Assembling Management Reports
Closing the Books
The Audit Log and Audit History
Audit Log
Audit History
Course Instructor
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Ajay Aggarwal
35 Courses • 382 Students
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