LF logo
by learnformula
search
Log in
search
Courses/Office Productivity/Accounting Software

25 Must-Know Tips for using QuickBooks Desktop

How to be more productive in using QuickBooks desktop.

Created byTom Fragaleworkspace_premium
4.4
(17 reviews)
IntermediateUpdated Jan 19, 2022
25 Must-Know Tips for using QuickBooks Desktop

About This Course

QuickBooks has become a staple of small businesses. Whether you are the business owner, accountant or the office manager you are likely going to need to know the ins and outs of QuickBooks. You can have the best products or services in the world, but taking care of the business side of things is often times where small businesses fall flat. Mistakes can cause cash-flow problems, late bills, missed invoices, and even tax issues. All of which can have critical consequences. QuickBooks will make the job of tracking your important financials much easier, but like any tool, it is only effective when you know how to use it. This webinar will walk you through how to start getting the most out of your QuickBooks.

Topics include:

  1. Chart of Accounts
  2. Adding a bank account
  3. Adding a credit card account
  4. Adding Account Numbers
  5. Merging Accounts
  6. Subaccounts
  7. Show Balances
  8. Adding Items
  9. Turning on Inventory
  10. Adding Vendors
  11. Adding Customers
  12. Adding Employees
  13. Entering Time for Employees
  14. Entering mileage
  15. The AR cycle
  16. Estimate
  17. Sales Tax
  18. Applying A Credit
  19. The AP Cycle
  20. Purchase Order
  21. Memorized Transactions
  22. Adding manual Entries
  23. 1099
  24. Reports
  25. Changing Reports

Your Instructor

Tom Fragale
Tom Fragale

Microsoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall

menu_book56 courses
star5,752 reviews

Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel, and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 50,000 business people in online webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Copilot, ChatGPT, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access, and another on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a B.A. in Computer Science.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.4
Student's Choice
17 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.