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QuickBooks Mike Berke ProcessMenders (585) 752-8085 April 28, 2015.

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Presentation on theme: "QuickBooks Mike Berke ProcessMenders (585) 752-8085 April 28, 2015."— Presentation transcript:

1 QuickBooks Mike Berke ProcessMenders (585) April 28, 2015

2   Class Layout  Feb 14  Feb 21  Feb 28  Mar 7  Mar 14 QuickBooks 1:00 PM 2:00 PM 3:00 PM Start End Break 3:30 PM

3 February 14: Introduction Accounting Basics Creating a Company QuickBooks Home Screen How the Money Flows Accounts and Categories Checking Account and Savings Account Add Vendors, Inventory and Customers QuickBooks Mike Berke

4 February 21: Review/Questions from Last Week QuickBooks Home Screen How the Money Flows Adding More Vendors, Inventory and Customers Ordering (Purchase Orders) Sales Invoices Billing QuickBooks Mike Berke

5 February 28: Review/Questions from Last Week QuickBooks Home Screen Receiving Payments Paying Bills Invoices Billing QuickBooks Mike Berke

6 March 7: Review/Questions from Last Week QuickBooks Home Screen Checking Account – Reconciliation/Balancing Savings Account Loans Depreciation QuickBooks Mike Berke

7 March 14: Review/Questions from Last Week QuickBooks Home Screen Running the Business Practice Wrap UP QuickBooks Mike Berke

8 Account Categories

9 Mike Berke Home Screen

10 Mike Berke Home Screen

11 Mike Berke QuickBooks New Vendor Dialog

12 Mike Berke QuickBooks Vendor #1 Taprell Loomis 2160 Superior Avenue E Cleveland, OH, Phone: (216) Fax: (216) Contact: David Chilcote

13 Mike Berke QuickBooks Vendor #2 Eastman Kodak Co. 343 State St. Rochester, NY Phone: (585) Fax: (585) Contact: Jon Fleisher

14 Mike Berke QuickBooks Vendor #3 Staples 343 State St. Rochester, NY Phone: (585) Fax: (585) Contact: Jon Fleisher

15 Mike Berke QuickBooks New Customer Dialog

16 Mike Berke QuickBooks Client #1 Mr. & Mrs. John Schneider 2740 Lake Road Webster, NY Phone: (585) Job: Wedding

17 Mike Berke QuickBooks Client #2 Mr. & Mrs. John Schneider 2740 Lake Road Webster, NY Phone: (585) Job: Family Portrait

18 Mike Berke QuickBooks Client #3 George Eastman 926 East Ave. Rochester, NY Phone: (585) Job: Senior Photos

19 Mike Berke QuickBooks Client #3 George Eastman 926 East Ave. Rochester, NY Phone: (585) Job: Home Documentation

20 Mike Berke QuickBooks New Inventory Part Dialog

21 Mike Berke QuickBooks New Inventory Parts Picture Frame: 8 x 10 Finish: Gold Vendor: Frames America 123 Main St. New York, NY Cost:$12.00 Price:$19.95 Contact: Jim Wilson Phone: (212) Credit Limit: $1,000.00

22 Mike Berke QuickBooks New Inventory Parts Picture Frame: 8 x 10 Finish: Silver Vendor: Frames America 123 Main St. New York, NY Cost:$12.00 Price:$19.95 Contact: Jim Wilson Phone: (212) Credit Limit: $1,000.00

23 Mike Berke QuickBooks New Inventory Parts Picture Frame: 11 x 14 Finish: Silver Vendor: Frames America 123 Main St. New York, NY Cost:$17.00 Price:$39.95 Contact: Jim Wilson Phone: (212) Credit Limit: $1,000.00

24 Mike Berke QuickBooks New Inventory Parts Film: VPN200 Pro-Pack Vendor: Eastman Kodak Co. 343 State St. Rochester, NY Phone: (585) Fax : (585) Contact: Andrew Lotze Phone: (585) Credit Limit: $5,000.00

25 Mike Berke QuickBooks New Inventory Parts Item: 13x13 Bride’s Album Cover Cost: $22.50 Sell Price: Vendor: Taprell Loomis 2160 Superior Ave. Cleveland, OH Phone: Fax : Contact: Bill Bowen Phone: Credit Limit: $5,000.00

26 Mike Berke QuickBooks New Inventory Parts Item: 7x9 Parents’ Album Cover Cost: $11.50 Sell Price: Vendor: Taprell Loomis 2160 Superior Ave. Cleveland, OH Phone: Fax : Contact: Bill Bowen Phone: Credit Limit: $5,000.00

27 Mike Berke QuickBooks Download Practice File Downloading Practice File from ProcessMenders.com 1.Open Firefox or Internet Explorer 2.Type into the address bar 3.At the bottom of the screen, click on Veterans’ Outreach Center QuickBooks Class 4.Click on Download Sample QuickBooks Practice File

28 Mike Berke QuickBooks Downloading Practice File from ProcessMenders.com 1.In “What Should ……” Window, select SAVE

29 Mike Berke QuickBooks Downloading Practice File from ProcessMenders.com 1.Click on OK 2.Open QuickBooks 3.Under FILE, select OPEN or RESTORE FILE

30 Mike Berke


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