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quickbooks-fundamental-training

QuickBooks Fundamental Training

Gain a strong knowledge of  Quickbooks Fundamentals Training. Get started Now! 

Master the art of managing your clients' books in QuickBooks and customizing

it so you're equipped to fulfill the needs of any client. Getting certified in QuickBooks is the best way to

enhance your professional profile, showcase your expertise and attract new clients.

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Join over 100000+ learners who have taken up training with myTectra. Get High-Quality Training, Certification, Best Price and 24/7 Customer Care.  

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  • High-Quality Training
  • Top Technical Trainers
  • Comprehensive Course Curriculum
  • 100% Placement Assistance
  • Superb Satisfaction Score
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  • 3IIndividual Focus, Innovative & Interactive

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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I am from Robert Bosch and have taken up Python Flask corporate training from myTectra. I am very much satisfied and happy with this customized training. The tutor was extremely helpful and adjustable and provided the best insightful training.

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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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myTectra offers Classroom training for all courses in Bangalore and top courses as a scheduled batch in selected cities.

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Real-life Case Studies

Live project based on any of the selected use cases, involving real-time project of the various concepts of this course.

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