Different people work in different ways. That is why QuickBooks offers so many choices for moving around the system and accessing information.

Call us at 403-923-8804 or contact us by email to arrange a meeting with you for training. You will learn that QuickBooks is a versatile program that provides multiple access points for the information you need.

Learn how to work quickly and efficiently in QuickBooks by understanding the workflow to access transactions. You will be shown how to make QuickBooks easy to navigate using the workflow arrows on the Home page, various menus, QuickBooks centres, and icons.

Navigating and Using Lists in QuickBooks

In this course, you'll be shown how to make QuickBooks easy to navigate by:

• Using the workflow arrows on the Home page, various menus, QuickBooks centres, and icons
• Learn how to customize the icon bar and use keyboard shortcuts.
• See how to set up personal preferences to customize the QuickBooks desktop.

Using Lists in QuickBooks

In this course, you'll learn how QuickBooks lists, and makes data entry efficient and consistent. In this course you will learn how:

• Build a list
• Manage lists
• Adding new Accounts
• Adding Classes

We will also demonstrate how to work with the following lists:

• Customers or Clients
• Vendors
• Jobs
• Other Names

QuickBooks Payables and Vendors

In this course, you will learn how to enter vendors in QuickBooks and how to enter daily transactions including:

• Purchase orders
• Item receipts
• Vendor bills

You'll also learn how to:

• Pay vendor bills
  • Including partial payments and
  • Payments with a discount

You will gain a full how-to print:

• Individual cheques
• Print cheques in a batch
• When to use the Write Cheques form to pay vendor bills
• View and work with various reports:
• Vendor & Payables
• Purchases and Expense reports

You will also learn how to print the Missing Cheques report to view a list of missing and duplicate cheques.

QuickBooks Sales and Customers

In this course, you will learn how to enter customers in QuickBooks and how to enter daily transactions including:

• Sales – invoices and sales receipts
• Customer payments and deposits
• Use QuickBooks Customer Centre
• Customer information
• Customer transactions
• Review adding and modifying customer records
• Adding customers “on the fly” while entering the transaction

This course will also show you how to enter:

• Invoices
• Sales receipts
• Customer payments
• Record deposits
• Print or e-mail invoices individually or in batches
• View relevant Customers & Receivables and Sales reports.

Working with Transactions in QuickBooks

In this course, you'll learn how to work quickly and efficiently in QuickBooks. You'll learn how to quickly find transactions to:

• Modify them
• Delete or void them
• View the changes made in the audit trail

You'll also learn how to:

• Enter memorized transactions used on a regular basis with very little effort on your part.

Using Lists in QuickBooks

In this course, you'll learn how QuickBooks lists, and makes data entry efficient and consistent. In this course you will learn how:

• Build a list
• Manage lists
• Adding new Accounts
• Adding Classes

We will also demonstrate how to work with the following lists:

• Customers or Clients
• Vendors
• Jobs
• Other Names