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Updated in [October 07th, 2023]
What does this course tell?
(Please note that the following overview content is from the original platform)
This QuickBooks Desktop 2022 tutorial explores QuickBooks' features that allow for faster performance while facilitating bill payments and web accessibility for tracking revenue. We compare the program’s desktop and online versions and discuss which is easier to use. We begin by showing you how to set up your own QuickBooks Desktop ‘company’ files. Our tutorial then demonstrates how the ‘interview’ feature can be used step by step to create and edit a company profile. We also discuss how to back up the ‘company’ file and move QuickBooks Desktop data onto the online platform.
The course explains how ‘preferences’ can make working with QuickBooks easier and more efficient. We teach you how to set up permissions and roles for different QuickBooks users. We also cover how to set up equity and sub-accounts and use charts of accounts. Would you like to know how to estimate, receive and invoice payments for customers and jobs with QuickBooks? We discuss this in detail and demonstrate how to save and manage customer information with the new QuickBooks ‘customer groups’ feature. Our tutorial shows you how to generate invoices from estimates and create customer estimates and credit memos. We investigate how to create statements and use the ‘income tracker’.
Finally, the course discusses how to use QuickBooks to work with vendors and handle information related to them. We explain how to pay bills using QuickBooks Desktop and show you how to upload and review vendor bills. Would you like to know more about the program’s ‘accounts payable’ functions and the payment of bills? We go over some options for paying bills. We outline how vendor credits work and analyse the ‘inventory’ and ‘purchase order’ systems. QuickBooks offers a powerful tool to professional accountants or business owners who would like the most advanced and flexible bookkeeping software for their company. Sign up for this QuickBooks tutorial to learn how to use the program to manage your finances and run your business.
We considered the value of this course from many aspects, and finally summarized it for you from two aspects: skills and knowledge, and the people who benefit from it:
(Please note that our content is optimized through artificial intelligence tools and carefully reviewed by our editorial staff.)
What skills and knowledge will you acquire during this course?
During this course, the learner will acquire the following skills and knowledge:
1. Setting up QuickBooks Desktop 'company' files.
2. Using the 'interview' feature to create and edit a company profile.
3. Backing up the 'company' file and moving data onto the online platform.
4. Utilizing 'preferences' to make working with QuickBooks easier and more efficient.
5. Setting up permissions and roles for different QuickBooks users.
6. Setting up equity and sub-accounts and using charts of accounts.
7. Estimating, receiving, and invoicing payments for customers and jobs.
8. Saving and managing customer information with the new QuickBooks 'customer groups' feature.
9. Generating invoices from estimates and creating customer estimates and credit memos.
10. Creating statements and using the 'income tracker'.
11. Working with vendors and handling vendor-related information.
12. Paying bills using QuickBooks Desktop.
13. Uploading and reviewing vendor bills.
14. Understanding the 'accounts payable' functions and payment options for bills.
15. Exploring vendor credits and analyzing the 'inventory' and 'purchase order' systems.
By completing this course, the learner will gain the necessary skills and knowledge to effectively manage their finances and run their business using QuickBooks Desktop 2022.
Who will benefit from this course?
This course on Getting Started with QuickBooks Desktop 2022 will benefit individuals in various professions and interests.
1. Small Business Owners: Small business owners can benefit from this course as it teaches them how to set up their own QuickBooks Desktop 'company' files, manage customer information, generate invoices, create statements, and handle vendor bills. This will help them efficiently manage their finances and run their business.
2. Accountants: Professional accountants can benefit from this course as QuickBooks Desktop offers advanced and flexible bookkeeping software. The course covers topics such as setting up equity and sub-accounts, using charts of accounts, estimating and invoicing payments, and managing vendor bills. This will help accountants streamline their accounting processes and provide accurate financial information to their clients.
3. Bookkeepers: Bookkeepers can benefit from this course as it provides a comprehensive understanding of QuickBooks Desktop's features and functionalities. They will learn how to set up company profiles, manage customer information, generate invoices, create statements, handle vendor bills, and use the 'accounts payable' functions. This will enable bookkeepers to efficiently manage financial transactions and maintain accurate records for their clients.
4. Administrative Professionals: Administrative professionals who are responsible for managing finances and bookkeeping tasks can benefit from this course. They will learn how to set up company files, manage customer information, generate invoices, create statements, handle vendor bills, and use the 'accounts payable' functions. This will help them perform their financial responsibilities effectively and contribute to the smooth operation of the organization.
5. Individuals interested in learning QuickBooks: Individuals who are interested in learning QuickBooks Desktop 2022 for personal or professional reasons can benefit from this course. It provides a step-by-step guide on setting up company files, managing customer information, generating invoices, creating statements, handling vendor bills, and using various features of QuickBooks Desktop. This will help them gain the necessary skills to use QuickBooks effectively and efficiently.
Course Syllabus
Fundamentals of QuickBooks 2022
This module examines the different features of QuickBooks 2022 and compares the desktop to the online versions. Next, we will set up the company profile in QuickBooks and make the necessary settings based on the company's business. We will also learn how to set up different permissions for each user in QuickBooks 2022.Customers and Vendors in QuickBooks 2022
This module explores advanced features of QuickBooks 2022 such as payments, deposits, and customer as well as vendor creation. In addition, we will discuss estimates and how to use them when dealing with customers. Following that, we will discuss how QuickBooks 2022 handles inventory additions and tracking.Course assessment
