Learning Outcomes

In this free course, you will learn how to:

• Discuss how to set up ‘company’ files in QuickBooks Desktop 2022
• Recall the process of converting QuickBooks desktop data to the online version
• Outline how to back up the ‘company’ files in QuickBooks 2022
• Describe how to set up different permissions and roles for different users of QuickBooks 2022
• Recall how to create a sample file for a product or service-based business
• Outline how to set up charts of accounts, equity and sub-accounts
• Explain how to receive and invoice payments for customers and jobs
• Outline how to generate invoices from estimates and create estimates for customers
• Summarize how to create credit memos for customers using a variety of methods
• Discuss the process of uploading and reviewing bills for vendors
• Describe how to create statements and use the ‘income tracker’ function
• Explain the ‘purchase order’ system and ‘inventory’ systems in QuickBooks 2022