Training For Basic And Advanced Users

By Certified Expert
Our Certified QuickBooks ProAdvisor offers general and tailored training programs to software users, accountants and managers. 
QuickBooks for NGO

Training for QuickBooks NGO

  • Lesson Objectives
  • Introduce to QuickBooks Desktop
  • Getting Around in QuickBooks
  • All the Accounting You Need to Know
  • QuickBooks Desktop Nonprofit Features
  • Getting Help While Using QuickBooks
  • Exit QuickBooks
  • Move between Company files
  • Lesson Objectives
  • Create a QuickBooks Company
  • Start the EasyStep Interview
  • Enter Company Information
  • Choose your Company Industry
  • Select How Your Company is Organized
  • Customizing Quickbooks for Your Business
  • How do you generate income
  • Entering Sales Tax Information
  • Choose Remaining Preference
  • Choose a Start Date
  • Review the Chart of Accounts
  • Enter Bank Accounts and Opening Balances
  • Complete Company File Setup
  • Understand Customers:Jobs for nonprofit
  • Add Customers
  • Add a Job
  • Add Vendors
  • Understand a Chart of Accounts
  • Set up General Ledger Accounts
  • Add a Subaccounts
  • Create Bank Accounts for Fund Accounting
  • QuickBooks and Fund Accounting
  • Understand Item Type
  • Create Item
  • Create Subitem
  • Entering Historical Transactions
  • Lesson Objectives
  • Use Classes to Track Programs
  • Use QuickBooks Destop Lists
  • Chart of Accounts
  • Editing an Account
  • Customer, Vendor and Employee Center
  • Custom Contact Fields
  • Working with the Customers Center and Customer & Jobs List
  • Transactions from the Customers & Jobs List
  • Working with the Employee Center
  • Working with the Vendor Center
  • Transactions from the Vendor List
  • Managing Lists
  • Printing a List
  • Add or Edit Multiple Items at One Time
  • Lesson Objectives
  • Use QuickBooks for Accounts Payable
  • Enter Bills
  • Allocate Expense to Multiple Programs
  • Allocate Expense to Grants and Contracts
  • Enter Vendor Credits
  • Paying Bills
  • How QuickBooks Records Your Bill Payment
  • Use Direct Disburstment
  • Track Payroll Expenses
  • Allocate Expense to Programs and Grante
  • Lesson Objectives
  • Understanding Types of Revenue
  • Setup Accounts Receivable
  • Use Sales Forms for Payment in the Future
  • Use Sales Forms for Payment at the Time of sale
  • Track Pledges
  • Recevice Payment
  • Make Deposits
  • Using the Income Tracker
  • Create Invoice Letters
  • Lesson Objectives
  • Transfer Money Between Accounts
  • Write a Check to Transfer Funds
  • Using Bank Account Registers
  • Track Employee Cash Advance
  • Reconcile Checking Accounts
  • Make Cleared Transactions
  • Viewing Cleared Checks in the Register
  • Locating Specific Transactions
  • Lesson Objectives
  • QuickBooks’ Rules for Budgets
  • About Balance Sheet Budgets
  • Creating a P&L Budget
  • Creating a Customer:Job Budget
  • Creating Class Budgets
  • Budget Reports
  • Lesson Objectives
  • Customized Reports for Nonprofits
  • Create QuickReports
  • Zoom in on a QuickReport
  • Customize QuickReports
  • Using the Report Center
  • Creating a Balance Sheet Comparison Report
  • Filter Reports
  • Save Reports as a PDF
  • Use QuickZoom in a Preset Report
  • Create Memorized Report Groups
  • Memorizing Preset Reports
  • Printing Reports
  • Processing Reports in Group
  • Sending a Report to Microsoft Excel
  • Lesson Objectives
  • Preparing for an Audit
  • Audit Report
  • Board Responsibilities
  • Lesson Objectives
  • Setting Up for Payroll
  • Setting Up Employee Payroll Information
  • Using Employee Defaults to store Common Information
  • Setting Up Payroll
  • Adding a New Employee
  • Running a Payroll Schedule
  • Viewing the Paycheck
  • Printing Paycheck Stubs
  • Paying Payroll Taxes
  • Writing a Check for Payroll Taxes
  • Lesson Objectives
  • Setting Up Multiple Currencies
  • Buying and Selling Items in Multiple Currencies
  • Creating a Purchase Order in a Foreign Currency
  • Receiving Inventory and Entering a Bill from a Foreign Vendor
  • Creating an Invoice for a Multicurrency Transaction
 
 

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