1. Set up your QuickBooks® file, Chart of Accounts

2. Set up a new supplier

3. Set up vendor tracking for recurring expenses

4. Enter credit card conversion

5. Create new bills and record receipts for bill payments

6. Create purchase order and receive report

7. Use PO to quickly match and enter the corresponding supplier bill

8. Tracking aging accounts payable reports

1. Set up a new client

2. Set up QuickBooks® to automatically write and send emails to customers

3. Create new and track outstanding invoices for products and services sold

4. Customize invoices and estimates

5. Create “Product Categories”

6. Use the "Project" and "Class" functions to categorize projects

7. Attach documents to transactions for better record keeping

8. Enter daily/weekly sales summary

9. Record refunds and credit customers

10. Create assessments/recommendations/notes for clients

11. Create outstanding reports by individual customers

1. Set up and add payroll in QuickBooks

2. Add new employee shortcut

3. Pay employees with different salaries, tax obligations and benefits

4. Record payroll taxes and taxable benefits on separate schedules

5. Set up additions, deductions, and allowances.

6. Understand Ontario holiday pay and vacation pay, etc.

7. Prepare payroll tax forms, T4s, and ROE using QuickBooks

1. Tips for easier balancing and reconciliation of bank accounts

2. Record bank deposits

3. Check bank and input check

4. Print checks using QuickBooks

5. Record transfers between accounts

6. QuickBooks® Report Center Overview and Reporting Guide

7. Understand the Profit and Loss Statement and Balance Sheet

8. Use and customize income statement and balance sheet reports

9. Assess your company’s status and budget performance using quick customization

10. Automatically populate custom reports