Course Topics:
- Navigate and optimize Customer Vendor workflows in QuickBooks Online, gaining proficiency in recording sales and purchases through various transaction types, such as sales receipts, invoices, checks, and bank feeds, ensuring accurate financial management and enhanced efficiency.
- Best practice workflows in QuickBooks, ensuring adept identification and resolution of issues related to mis-posted checks, transactions entered via the bank register, and uncompleted accounts payable workflows by emphasizing correct utilization of designated features to maintain accurate financial records.
- Utilization of QuickBooks in terms of mastering the creation of estimates ensuring a streamlined and accurate financial management process.
- Creation and application of Credit Memos and Vendor Credits in QuickBooks, understanding their distinct roles, mastering the settings for automatic application, and acquiring the skills to effectively decrease accounts payable balances and ensure accurate financial recordkeeping.
- Managing Deposit Transactions and utilizing Undeposited Funds in QuickBooks, enabling them to accurately record and consolidate multiple payments and sales receipts before efficiently transferring funds to the bank, ensuring precise and organized financial documentation.
- Utilization of QuickBooks Payments alongside gaining proficiency in executing Transfers, and ensuring accurate movement of funds between balance sheet accounts.
Estimated time: 2 hours
- Teacher: Mara Angelique Pacapac