QB Class 4 Course Des.

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Class 4 ? ?From Beginning to End?

Learning Objectives:  The objective of this class is to provide users of QuickBooks a comprehensive understanding of working with inventory and managing sales tax. It will take participants through proper setup, maintenance, tracking, paying and ultimately adjusting these items. 

By attending this session, you will learn the details of:

·        The complete inventory process

·        All steps involved in setting up, tracking, collecting and paying sales tax

 
Course Content:
Taught using a combination of instructional lecture and visual exercises, this course will cover:

 

         Inventory
      ü      Turning on inventory feature

ü      Entering products

ü      Creating purchase orders and getting reports

ü      Receiving inventory and entering bills

ü      Manually adjusting inventory

ü      Setting a mark-up

ü      Details of working with inventory in the manufacturing process

ü      Inventory assembly items and building finished goods

ü      Using units of measure

 

         Sales Tax
      ü      Setting up your tax rates and agencies

ü      Sales tax groups

ü      Defining taxable items and applying tax

ü      Verifying and paying liability

 

Who Should Attend:
This course is designed for QuickBooks users that either have inventory and/or sell products subject to sales tax.  It is designed to support all levels of users since it starts from the beginning and takes all participants through the complete process to build a foundation and expand understanding.

 

Course Level:             Beginning/Intermediate
Prerequisite:               Basic working knowledge of QuickBooks functionality and terminology

Preparation:                None

Delivery Method:       Live Presentation