![]() ![]() In this lesson, you'll learn how to create and track the profitability of a project in QuickBooks. QuickBooks, has a Projects feature to track this information. Some companies like to track not just overall profitability but also the profitability of a particular job, project, or customer. These features are optional but can be used to provide an extra layer of detail to your entry tracking and reporting. You'll also learn how to utilize the class and locations feature when entering transactions. In this lesson, you'll learn how to customize your sales forms to give them a more professional look. You'll also learn how to adjust inventory quantities on-hand should your accounting balance get out of synch with your actual inventory count.Ĭustomizing Sales Forms and Tracking Classes and Locations. In this lesson, you'll learn how to record inventory purchases, receipts, credits, payments, and refunds. Regardless of what accounting system you use to track inventory, it's imperative that you build in some solid internal controls surrounding the flow of inventory into and out of your business. Inventory is one of those assets that is frequently mishandled and even stolen. We'll dive much deeper into some of the more advanced inventory features, such as using product categories, bundles, and price rules. In this lesson, you'll learn how QuickBooks Online (QBO) tracks the purchase and sale of inventory items. ![]() Without a doubt, inventory tracking is usually one of the more difficult areas for most businesses to track. You'll also learn the various ways to manage and access your QuickBooks company files and how to set up user permissions so that your file remains secure. In this first lesson, you'll get started in the practice sample company and activate your free subscription. The instructional materials required for this course are included in enrollment and will be available online. Email capabilities and access to a personal email account.Software must be installed and fully operational before the course begins. ![]() Note: This course is based on the U.S.If you have the desktop version, you should consider registering for the course specifically designed for your version. The desktop versions of QuickBooks are not compatible with this course and should not be used. However, please note that this course is suitable only for the QuickBooks Online version. You do not need to purchase a subscription or additional software to complete this course. When your course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lesson and assignment steps. ![]() Microsoft Edge and Safari are also compatible. Browser: The latest version of Google Chrome or Mozilla Firefox are preferred.This course can be taken on either a PC or Mac.This course dives deeper into the software's intermediate features -from tracking product and service items and managing inventory to customizing sales forms. With this online version, you get all the advantages of computing in the cloud, so that your accounting files will be available to you virtually anytime, anywhere. Learn to manage the financial aspects of your small business quickly and efficiently using QuickBooks Online. ![]()
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