QuickBooks Fundamental Training

1. Getting Started

Introduction
Types of Quick books
Features of Quick Books
Users to be added in different types of Quick books
File Extensions used in the QuickBooks
Transactions Limits in QuickBooks
Comparison with different types of QuickBooks
Features of Different types of QuickBooks
New in 2015 QuickBooks

2. Setting Up a Company

ExpressStart
Detailed Start
Create a new company file based on an existing one
Converting the data from Other Accounting Software

3. Working with File

Take the Local Backup
Take the Online Backup
Restore the Backup File
Portable Company File
Open a Second Company
Hosting Multi-User Access
Import and Exporting IIF Files
Use of Verify, Rebuild and Condensing the Data
Top Restore Backup for Earlier Quick book Versions
Accountant’s Copy
Difference between Find & Search

4. Preferences

Preferences in Accounting
Preferences on Bills
Preferences on Calendar
Preferences on Checking
Preferences on Desktop View
Preference for Finance Charge
General PreferenceTopic4H: Preference on Integrated Application
Preference for Items Inventory
Preference of Jobs & Estimates
Preference on Multiple Currencies
Preferences on Payments

5. Lists

Chart of Accounts
Item Lists
Fixed Assets Item List
Price Level List
Billing Rate Level Lists
Sales Tax Code Lists
Other Name Lists
Templates
Memorized Transaction List

6. Customer

Set up a New Customer
Create Invoices
Create Batch Invoices
Enter Sales Receipts
Enter Sales Estimates
Enter Sales Order
Enter Credit Memo/Refunds
Enter Sales Receipts
Enter Statement Charges
Receive Payments
Lead Center
Credit Card Processing

7. Vendors

Setup New Vendor
Enter Bill
Purchase Order
Converting Purchase order to Bill
Receive Items
Converting Receive Payments to Bill
Difference between Purchase order and Receive Items
Pay Bill
Entering the Credit Bill
Adjusting the Credit with the Open Bill

8. Sales Tax

Setup the Sales Tax
Setup the Tax Rate
Pay the Sales Tax
Adjust the Sales Tax Due
Sales Tax Liability
Sales Tax Revenue Summary

9. Employee

Set up the New Employee
Setup The Payroll Items
Activating the Manual Payroll
Payroll Schedule Setup
Pay Employee

10. Banking

Entering Check Charges
Entering Credit Card Charges
Entering the Deposits from Undeposited Fund
Transfer Funds
Reconciliation
Setup Online Banking
Loan Manager

11. Reporting

Memorized Reports
Commented Reports
Company Snapshot
Process Multiple Reports
QuickBooks Statement Writer
Company & Financial
Customers & Receivables
Sales
Jobs, Time & Mileage
Vendors & Payables
Purchases
InventoryTopic11M: Employees & Payroll
Banking
Accountant & Taxes
Budgets & Forecasts
List
Industry Specific
Contributed Reports
Custom Reports
Quick Report
Transaction History
Transaction Journal

12. Accountant

Chart of Accounts
Fixed Asset Item List
Batch Enter Transactions
Client Data Review
Make General Journal Entries
Send General Journal Entries
Reconcile
Working Trial Balance
Set Closing Date
Condense Data
Ask Client about Transaction
View Conversation List
Manage Fixed Assets
QuickBooks File Manager
QuickBooks Statement Writer
Pro Advisor Program
Online Accountant Resources

13. Company

Home Page
Company Snapshot
Calendar
Documents
Lead Center
My Company
Advanced Service Administration
Set Up Users and Passwords
Customer Credit Card Protection
Set Closing Date
Planning and Budgeting
To-Do List
Reminders
Alerts Manager
Maintenance Alerts
Chart of Accounts
Make General Journal Entries
Manage Currency
Enter Vehicle Mileage
Prepare Letters with Envelopes
Export Company File to QuickBooks Online

14. Employee

Employee Center
Manual Payroll Calculations
Entering Weekly Timesheet
Entering Single Time Activity
Pay Employees
Payroll Taxes and Liabilities
Payroll Setup

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Vidya

Python Flask

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I did Machine Learning(ML) & Artificial Intelligence(AI) in mytectra. myTectra was very helpful for me during my whole journey of this course. The trainer was very nice. He taught me all the basics concepts very nicely. myTectra provided me the opportunity to work on live projects of my course.

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How do I contact myTectra for Corporate Training?

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Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

If you miss one or few classes we can give a backup class based on trainer and your convenient time.
In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

View the recorded session of the class available in your LMS.
You can attend the missed session, in any other live batch.

What if I have more queries?

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What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

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PayPal
Net Banking/Wire Transfer
UPI Payment such as Google Pay, PhonePe, Paytm
Cash/Cheque/DD ( Not for Online Training )

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Classroom Training - Bangalore

Live-Online Training - Globally

For Corporates:

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

How do contact for support queries after I enrolled for this course?

Your access to the Support Team is for a lifetime and will be available 24/7. The team will help you in resolving queries, during and after the course.

You can send an email to support@mytectra.com or submit the below form to create a ticket.

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