Learning how to use QuickBooks to its full potential, goes far beyond learning the basic features of the program. Even many experienced QuickBooks users often struggle when applying certain business situations to QuickBooks. In this course, you'll learn how to utilize many of the more in-depth features and applications. It is designed for those QuickBooks users that already feel that they have a good grasp on the basics, or those that have successfully completed the Introduction to QuickBooks course. Whether you are a small business owner, bookkeeper or accountant needing a QuickBooks refresher, after taking this course, you'll feel more confident and secure in accounting for your business.
You'll learn how to manage multiple company files and how to export and import list data from one file to the next. If your business handles inventory, you'll learn how to enter price levels and track discounts and credits. You'll even learn how to enter and track mileage that you incur on any vehicles that you use in your business.
This course also covers many other common topics that small business owners encounter, including how to create customer statements and assess finance charges on overdue balances. You will learn how to write-off these past due balances when it appears that the customer is not going to pay.
Lastly, you'll learn how to enter common transactions that occur between the owner and the business, such as when the owner takes money out of the business or invests new capital. You'll even learn how to deal with those difficult situations, where you may pay for a business transaction using personal cash. The course concludes with a discussion of how to track loans and how to use the budgeting feature to better plan and control your business.
About The Instructor
Scott Paxton is a Certified Public Accountant and holds master's degrees in business administration and accounting. His background includes experience as a public accountant, a manager in the banking industry, an entrepreneur and a college business instructor. Paxton has also spent much of his career helping small business owners successfully implement and troubleshoot QuickBooks.