Custom Software Training
California State Certified Instructor
Courses
Quicken Outline
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Basics
Setting up your file
Move around Quicken using the QuickTabs
Setting up a Categories
Working with a check book
Working with your Credit Cards
Making Deposits
Reconcile the bank statement
Set up Vendors, Customers, and Items "on the fly"
Print checks
Enter handwritten checks
Accounts Payable and Receivable
Manage the Memorized Transactions List
Set up an Items list
Enter Bills
Pay Bills
Create Invoices
Receive Payments from Customers
Issue credits
Print Statements
Assess finance charges
Sales Tax
Set up items to be taxed
Run Sales Tax reports
Reports
Create Profit and Loss statements
Create a Balance Sheet
Customize your reports
Save customized reports
Customization and Automation
Schedule bills using the Calendar
Working with Reminders
Have the computer automatically enter transactions
Organize your data by working with Classes
Set up options
Beyond the Basics
Setting up Budgets
Track Investments
Handling NSF checks
Write off Bad Debits
Issue Refund Checks