QUICKBOOKS TUTORIAL

You can.....

Give online or in person tutorial of how to use Quickbooks

*This is a remote opportunity—volunteer from anywhere!

ESTIMATED TIME

20-40 hours over 2 weeks

What we need:

We are looking to learn how to efficiently use the system:

• Create and maintain QuickBooks Online company data.
• Understand the account and company setup steps and maintain a general knowledge of the major areas of the QuickBooks Online application.
• Create and maintain QuickBooks Online users, and set and maintain the appropriate access levels.
• Export periodic backups of the QuickBooks Online company data.
• Create and maintain vendor records, including contact information, payment terms, and any other information required.
• Create and maintain customer records including contact, delivery and payment information.
• Customize the company invoice form and other forms, such as sales receipts and estimates (Plus only) as needed

Prerequisites:

•  Bookkeeper proficient in QuickBooks or
•  QuickBooks Certified ProAdvisor

Skills:

• Solid understanding of the three levels of QuickBooks Online application: Free, Basic, and Plus.
• Knowledge of double-entry bookkeeping is preferred but not required.
• Knowledge of business and accounting terms such as profit, ROI, assets, liabilities, etc.

START TIME

October 2016