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Businesswoman on Phone

Quickbooks - Introduction

Next start: Saturdays
Program language - Spanish
Available Hours:

Saturdays from 9:00am-1:00pm
Program duration: 4 weeks

1) Introduction to Quickbooks
General: QuickBooks Versions or Levels: Characterization of its scope Basic functions according to each level, showing t
he features that are added to each level, which will correspond to the needs of each user.

2) How to open a company in Quickbooks
General: Setting methods and procedure through the basic steps. (Express star or Advance setup), Change or Modify business information. Conceptualize and explain in summary the Toolbar, functions and use. General Explanation of the Function Bar from the Program Icons.
Account setup Chart of Accounts

3) Explanation of the content of the program menu General: Lists concepts covered, explanation of each one. Lists of Names: Customer, Vendor, Employee, Other Names: Characterization of each one, examples. Client Configuration. General: Creation of Clients and configuration in their details, explanation of their management. Configuration of Suppliers or Providers General: Creation of clients and detailed configuration of these, explanation of their management. Item Configuration General: Configuration of articles, type and their use. Work on Records Alternative Posting Method General: Generate accounting transactions in financial records, through events resulting from debits and credits to bank accounts. Operations resulting from the generation of Documents
4) Sales: From the Clients Module


  • Purchases: From the Suppliers or Suppliers Module

  • Payments, Collections: From the Bank Module

  • Bank reconciliations

  • General: Bank Reconciliation of Financial Accounts
    Accounting reports

Summary and Conclusions General: Illustrated explanation of the Financial Statements (Basic Reports Income Statement and Balance Sheet) Structure, importance and brief financial analysis

*note: these topics may vary

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