Reshaping Business For Ultimate Growth

Quickbooks Enterprise Solution Training

BITECH Solutions has been providing corporate and individuals QuickBooks training for over 5 years in Lahore, Pakistan. Our philosophy is to provide “Quality training at affordable rates”. BITECH Solutions unlike any other training institute provides you with hands on experience.

QuickBooks Training Program

Getting Started
•    To gain an overview of the course and the topics to be covered
•    To know how QuickBooks works and how you can get around in QuickBooks
•    To learn common business terms used by QuickBooks
•    To Discuss different versions of QuickBooks
•    To see how to exit QuickBooks

Setting Up and Managing QuickBooks Data Files
•    To discuss decisions that must be made before using QuickBooks
•    To create a new QuickBooks company using the Easy Step Interview
•    To set QuickBooks preferences
•    To discuss Single vs. Multi user mode and how to add users
•    To discuss different QuickBooks file types and Backup Options

Working with List and Items
•    To edit the company chart of accounts
•    To add a new customer to the Customers & Jobs list
•    To add a new vendor to the Vendor list
•    To learn about custom fields, and to practice adding custom fields
•    To see how to manage lists and items in QuickBooks

Working with Bank Accounts
•    To learn how to work with registers for QuickBooks bank accounts
•    To demonstrate how to open a register
•    To learn the features common to all registers
•    To learn when and how to make entries directly in the register
•    To demonstrate how to reconcile a QuickBooks bank account

Entering Sales Information  
•    To learn about the different formats available for sales forms
•    To save sales and purchase forms in Portable Document Format (PDF)
•    To practice creating a new invoice
•    To learn the purpose and use of the QuickBooks Item list
•    To see how QuickBooks records the information you enter on sales forms
•    To memorize an invoice transaction for reuse
•    To add a new item to the Item list
•    To add a new price level to the Price Level list
•    To associate a price level with a customer
•    To generate reminder statements

Receiving Payments & Making Deposits  
•    To learn how to record customer payments in QuickBooks
•    To learn how to handle customer discounts, partial payments, overpayments, or down payments
•    To see how to record a deposit in QuickBooks, and learn how QuickBooks treats the deposit behind the scenes
•    To learn how to enter cash back from a deposit in QuickBooks

Entering and Paying Bills  
•    To discuss the different ways, you can handle bills in QuickBooks
•    To learn how to enter a bill in QuickBooks
•    To use the Pay Bills window to pay a bill in QuickBooks

Customizing Forms and Writing QuickBooks Letters  
•    To learn how to modify a preset invoice form
•    To design a custom invoice form
•    To see how to print invoices
•    To learn how to prepare a collection letter for overdue customers
•    To learn how to edit a prewritten letter in QuickBooks

Using Other Accounts in QuickBooks
•    To introduce the other account types available in QuickBooks
•    To learn how to track credit card transactions in QuickBooks
•    To reconcile a credit card account
•    To see how to make a credit card payment
•    To discuss the different types of asset and liability accounts you can create and see how to track assets and liabilities in QuickBooks.
•    To introduce the subject of equity and QuickBooks equity accounts

Analyzing Financial Data
•    To discuss some of the tools QuickBooks gives you for analyzing financial data: Quick Reports, preset reports, and graphs
•    To create a Quick Report
•    To learn about the types of preset reports QuickBooks offers
•    To practice creating reports and viewing them onscreen
•    To customize a report by changing how it looks and the data it covers (filtering)
•    To save reports as Portable Document Format (PDF) files
•    To learn how to export a report to Microsoft Excel
•    To practice filtering reports in Microsoft Excel
•    To learn about the types of graphs QuickBooks offers •     To create and customize several graphs

Setting Up Inventory  
•    To get an overview of inventory in QuickBooks
•    To practice filling out a purchase order for inventory items
•    To track the receipt of the inventory items in QuickBooks
•    To adjust inventory manually, to enter a stock loss or increase
•    To set up and use units of measure

Tracking and Paying Sales Tax
•    To get an overview of sales tax in QuickBooks (the steps involved in tracking, collecting, and paying it)
•    To see how to set up QuickBooks to track sales tax
•    To see how to apply sales tax to a sale
•    To learn how to determine a business’s sales tax liability
•    To write a QuickBooks check to the appropriate tax agency for sales tax liability

Tracking Time
•    To learn how to track time worked on a project
•    To learn how to invoice a customer for time worked on a project
•    To create project reports for time tracking and learn about other project reports
•    To learn how to set up items used to track time worked by owners or partners
•    To learn how to pay nonemployees for time worked

Estimating & Progress Invoicing
•    To learn how to create job estimates
•    To find an estimate in a data file
•    To learn to duplicate an existing estimate
•    To create an invoice from an estimate
•    To display project reports for estimates
•    To update a job’s status
•    To make an estimate inactive