Introduction to QuickBooks

• What is QuickBooks?
• QuickBooks Online vs. QuickBooks Desktop
• Features & Benefits of QuickBooks
• Installing & Setting Up QuickBooks

Setting Up Your QuickBooks Account

• Creating a New Company File
• Customizing Chart of Accounts
• Setting Up Users & Permissions
• Connecting Bank Accounts & Payment Gateways

Managing Income & Expenses

• Creating & Sending Invoices
• Recording Sales & Customer Payments
• Tracking Expenses & Bills
• Managing Recurring Transactions

Banking & Reconciliation

• Importing & Categorizing Bank Transactions
• Reconciling Bank & Credit Card Statements
• Handling Bank Errors & Discrepancies

Payroll & Employee Management

• Setting Up Payroll in QuickBooks
• Processing Employee Salaries & Taxes
• Managing Employee Benefits & Deductions
• Generating Payroll Reports

Reporting & Financial Statements

• Generating Profit & Loss Statements
• Creating Balance Sheets
• Cash Flow & Budgeting Reports
• Customizing & Exporting Reports

Taxes & Compliance

• Setting Up & Managing Sales Tax
• Filing & Paying Taxes with QuickBooks
• Understanding Tax Deductions & Credits
• Generating Tax Reports

Advanced QuickBooks Features

• Automating Workflows with QuickBooks
• Integrating QuickBooks with Third-Party Apps
• Managing Multiple Businesses in QuickBooks
• Troubleshooting Common Issues