How to handle customer discounts, partial payments, overpayments, or down payments
How to handle customer bounced cheques
How to record a deposit and learn how QB treats the deposit behind the scenes
How to enter cash back from a deposit
Session 2:
Other account types in QB
Entering credit card changes
Reconciling a credit card statement
Paying a credit card
Setting up asset accounts
Setting up fixed asset accounts
Purchasing a fixed asset without a loan
Tracking a loan with a long-term liability account
Purchasing a fixed asset with a loan
Recording a payment on a loan
Session 3:
Running reports in QB from the report centre
How to customize reports including filtering, adding columns, and changing the report title
Process reports in batches
Saving reports as a pdf
How to export a report a Microsoft excel
Multiple graph types in QB and how to customize these
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB!Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
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Prerequisites: Introduction to Quickbooks
Session 1:
Session 2:
Session 3:
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
Details
Organizer
Venue
Fergus, ON N1M 1T7 Canada + Google Map