0058 - Mastering QuickBooks Online: Tips and Tricks
1152212
UGA SBDC Training
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Course Description
QuickBooks is the leading accounting software in use today. The software provides an easy-to-use bookkeeping system for small businesses that need to track financial information. Participants in this class will learn how to set up and manage a basic set of accounting books, including how to create a chart of accounts, post daily transactions, create vendor lists, reconcile checking and credit card accounts, track activity, and generate financial reports.
Course Outline
- Introduction and Dashboard – 10 minutes
- Financial Statements – 10 minutes
- Banking: Checking, Savings, Credit Cards – 10 minutes
- Accounting Charts of Accounts; Bank reconciliation– 10 minutes
- Reporting – 10 minutes
- Q&A – 10 minutes
Learner Outcomes
Upon successful completion, students will be able to:
- Be familiar with general accounting concepts to get the most useful information from their QuickBooks program
- Set up a new company in QuickBooks
- Set company and personal preferences
- Add, change, and delete accounts and vendors
- Properly post daily transactions
- Track and reconcile credit card and bank activity
- Make journal entries
- Generate profit & loss, balance sheet, and other reports
Notes
A Public Service and Outreach Unit of the University of Georgia. Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All programs of the UGA SBDC are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.Loading...
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