Topics Covered In QuickBooks Classes In Houston

By Thomas Thompson


The use of QuickBooks in the business world has become very conspicuous. Every business out there has someone who is knowledgeable in QuickBooks to help them manage their finances especially when it comes to payroll and accounting. Small and medium enterprises majorly use this system. The areas of focus in QuickBooks classes in Houston are mentioned and explained below in this article.

Getting started. This is the first topic in all computer packages. In these topic basics such as starting the program, setting references, using QuickBooks help, identifying the components of the software and exiting are thoroughly covered to make sure that you have enough basics before getting into the real study. You are also taught other operations such as how to import documents from excel to the program.

Setting up a company and working with lists. After you have acquired the necessary skills that will help you to navigate through the system, then you will be taught to set up your Company that you will use in the class. Then you will need to work with the lists of all the necessary people for the efficiency of your new company, and they include customers, employees, and vendors.

Setting up an inventory. The record of how many goods you buy and how many you sell is significant for the growth of your company. An inventory system is the system ensures that you stock and sales are managed by informing when you run out of stock and when you have excessive stock. You are taught how to order inventory, enter inventory, pay for inventory and to adjust your inventory manually in a systematic and clear way.

Selling your product. After you have set up a mechanism to control the flow of goods and services, then you have to start selling your products to see it working. It is not an easy process as it may seem that is why the following are covered in this lesson creating product invoices, emailing invoices, setting the price levels for your products as well as creating sale receipts.

Invoicing for services. When you start to sell your products, then you also have to start invoicing for the products you sell and services you offer. In this class the following services are provided setting up a service team, changing the invoice format, creating a service invoice, editing an invoice, voiding an invoice, deleting an invoice, entering statement charges and creating billing statements.

Processing payments. For you to sell your products and offer your services, you will need to have an apt team of employees to help you, and the employees will need to be paid after they provide services to your clients. You are therefore taught how to pay them using the payroll system as well as how to use the income tracker, display the invoice report, receive payments for invoices, make deposits and handle bounced checks.

Using bank accounts and paying bills. The use of bank accounts to save money from the company is very crucial to avoid losing money in the process. For you to work well with bank accounts, then you have to learn some things about them. Some of the sub-topics covered include writing checks, paying bills and using bank account registers.




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