Chapter 1: Accounts Receivable
- Adding Multiple Customers from Excel
- Additional Customization
- Customizing Invoices
- Edit Email Templates
- Group Items
- Layout Designer
- Setting up Customers
- Setup Email
- View Sent Emails
Chapter 2: Accounts Payable
- Credit Card Account
- Credit Card Refunds
- Credit Cards
- Employee Expense Report
- Enter the Expense Report in QuickBooks
- Entering Credit Card Charges
- Handling Returns to Vendors workarounds
- Making Purchases Using Owner’s Cash
- Memorized Transactions
- Owner’s Purchases
- Reconciliation Detail Report
- Reconciliation Reports
- Reconciliation Summary Report
- Reconciliations and Online Banking
- Reconciling a Bank Account
- Reimbursing Employees
- Setup a Shareholder Loan Account
- Setup Owner’s Cash Account
- Setup Petty Cash
- Setup the Employee as a Vendor
Chapter 3: Setting Up Company Files
- Chart of Accounts
- Create a New Company File
- Deposit the Loan Proceeds
- Editing an Income Account
- Managing Sales Tax
- Sales Tax
- Sales Tax Codes
- Sales Tax Items
- Sales Tax Vendors
- Setting Up & Depositing a Bank Loan
- Setting Up Accounts
- Setting Up Expense Accounts
- Setting Up Sub Accounts
- Setup a Loan Account
Chapter 4: Advanced Features in QuickBooks
- Closing Estimates
- Entering Estimates Into QuickBooks
- Estimate to Invoice
- Non Posting Transactions
- Reporting on Estimates
- Turn on Estimates in QuickBooks
Chapter 5: Troubleshooting and Period End Tasks in QuickBooks
- Balance Sheet
- Company Snapshot
- Configuring your Backup
- Customizing Reports
- Editing Transactions
- Export Reports to Excel
- Filing GST/HST
- Journal Entries at Year-End
- Memorizing Reports
- Profit & Loss (Income Statement)
- Profit & Loss by Class Report
- Profit & Loss Report
- QuickBooks at Year-End
- Reports in QuickBooks
- Reviewing Transactions
- Search for Transactions
- Voiding & Deleting Transactions
Chapter 6: Saving Time in Quickbooks Shortcuts
- Add a Document to the Document Centre
- Attach a Document
- Document Centre
- NSF Cheques
- Recording Payments on Loans