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QuickBooks Daily Activities

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Course Outline

Course Overview

This Accounting Course provides clients with an understanding of the daily functions within QuickBooks. This course is taught in a one-on-one web based format by our QuickBooks ProAdvisor partner. At the conclusion of this course, clients will have be better prepared to make deposits, create and pay bills, and pay owners. This course also provides and overview of the vendor center and working with registers within QuickBooks. NOTE: This course is not designed to walk through the integration of PropertyBoss and QuickBooks. For that, please schedule the �Integrating PropertyBoss and QuickBooks� course.

Course Outline

Making Deposits

  • Verifying Batch Amounts from PropertyBoss are Correct
  • Selecting Accounts to Deposit Funds
  • Verifying Deposits and Saving

Bills

  • Verifying Bills from PropertyBoss
  • Entering Bills Directly into QuickBooks
  • Paying Bills (Check, Online, Credit Card)
  • Finalize Bills

Payments

  • Selecting Checks from PropertyBoss
  • Printing Checks
  • Entering Checks Directly into QuickBooks
  • Entering Credit Card Transactions Directly into QuickBooks

Vendor Center

  • Creating Vendors
  • Editing Vendor Information
  • Viewing Vendor Transactional Information

Overview of Registers

  • Using Register
  • Viewing Transactions
  • Editing the Register

Course ID: SvcWeb43

This Accounting Course provides clients with an understanding of the daily functions within QuickBooks. This course is taught in a one-on-one web based format by our QuickBooks ProAdvisor partner. At the conclusion of this course, clients will have be better prepared to make deposits, create and pay bills, and pay owners. This course also provides and overview of the vendor center and working with registers within QuickBooks.

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