Introduction to QuickBooks

This is a hands-on workshop with laptops and sample data provided, introducing the useful and flexible QuickBooks accounting & bookkeeping application.

This overview will discuss proper data entry techniques, how to appropriately classify expenses, and more.  We will demonstrate how to create invoices, receive customer payments, enter vendor bills and credit card statements, balance your checkbook, and generate financial reports.

Topics include setting up, updating, and maintaining customer and vendor information, income and expense accounts and other lists, running financial reports, cash vs. accrual accounting, the importance of budgeting, and the purpose of different financial reports.

Exercises include entering invoices, customer payments, deposits, bills, cash disbursements, and other transactions. Additional exercises include creating budgets, credit card statement reconciliation, bank statement reconciliation, and more.