We will compare the features between the online and desktop applications and identify the options available (and excluded) with each.
We will compare the features between the online and desktop applications and identify the options available (and excluded) with each. Users will also learn the benefits and differences between portable, backup, and accountant copies of their QuickBooks file.
Intuit QuickBooks is one of the most well-known consumer accounting applications. QuickBooks is used by large and small businesses, schools, non-profit organizations, and government entities. We will learn the basics of creating an accounting file for your company as well as find out how to search for and select the proper template for their company. You will learn to add customers, vendors, and employees to an accounting file as well as run reports, create analyses, and maximize efficiencies. QuickBooks also gives us the ability to track the products during each step of a transaction, and the software can even inform management how much needs to be ordered, when, and how much to hold in storage.
Learning Objectives:
- Understand QuickBooks basics
- Learn QuickBooks features
- Distinguish needs in QuickBooks
Skills you’ll gain
AccountingBusiness SoftwareQuickBooks (Accounting Software)Sage Accounting SoftwareSmall Business AccountingQuickBooks CertificationWhat You'll Learn
- Compare QuickBooks Desktop and QuickBooks Online to identify the features and options available or excluded with each
- Create an accounting file for a company and select the proper template for the business
- Add customers, vendors, and employees to a QuickBooks accounting file, including merging vendors and handling valid duplicates
- Set up and customize the chart of accounts and configure bank account and other integrations
- Track inventory across a transaction by adding inventory items and managing the inventory workflow
- Run reports, create analyses, and maximize efficiencies in QuickBooks
Key Takeaways
- QuickBooks Desktop and QuickBooks Online differ in the features and options each makes available or excludes, including their add-ons and integrations.
- QuickBooks offers portable, backup, and accountant copies of a file, each with distinct benefits and differences.
- Intuit QuickBooks is used by large and small businesses, schools, non-profit organizations, and government entities.
- QuickBooks can track products through each step of a transaction and inform management how much to order, when, and how much to hold in storage.
- Setting up a company involves choosing the right template and distinguishing service-based from product-based companies.
Frequently Asked Questions
Who is this course for?
It is a beginner course covering the basics of QuickBooks Pro 2022. QuickBooks itself is used by large and small businesses, schools, non-profit organizations, and government entities.
What will I learn to do in QuickBooks?
You will learn the basics of creating an accounting file for your company, selecting the proper template, adding customers, vendors, and employees, running reports, creating analyses, maximizing efficiencies, and tracking products through each step of a transaction.
Does the course cover both QuickBooks Desktop and QuickBooks Online?
Yes. The course compares the features between the online and desktop applications and identifies the options available and excluded with each, and it also covers local versus remote environments.
Does the course cover inventory management?
Yes. It defines types of inventory, covers adding inventory items, and walks through the inventory workflow, including how QuickBooks can inform management how much to order, when, and how much to hold in storage.
What skills does this course build?
The course builds skills in accounting, business software, QuickBooks accounting software, Sage accounting software, small business accounting, and QuickBooks certification.
Transcript
The full transcript is available inside the lesson player once you start the course.
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