Carter Financial & Tax Consultants Corporation
Carter Financial & Tax Consultants Corporation

Join us for a full day of training by a certified QuickBooks Pro Advisor!

Course Outline:

  • Course: Beginning in Quickbooks
    Getting Started
    Overview of the course
    Common QB Terms
    Setting up QuickBooks
    Decisions that need to be made first
    Creating a new company file
    Customizing QuickBooks
    Working with Lists
    Chart of accounts
    Customer information
    Vendor information
    Other names list
    Tips for managing lists
    Entering vendor information
    Setting up vendors
    Creating bills
    Paying bills
    Entering Sales Information
    Entering data onto the sales forms
    Creating/memorizing invoices
    Adding new items
    Price levels
    Associate price levels to customer needs
    Receiving and making deposits
    Recording customer payments and making deposits
    Customer discounts & partial payments
    Terms
    Banking
    Working with bank accounts
    Reconciling bank accounts
    Analyzing financial data
    Preset reports
    Creating reports/quick report
    Exporting to Excel
    Saving to PDF
    Processing Payroll
    Overview of payroll
    Setting up employees
    Payroll schedules
    Payroll liabilities

$245.00 per day, or purchase two days for $399.00.

Call us today at 907-561-3871 to register!

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