Course Description
QuickBooks can generate a variety of useful business reports, including profit and loss, balance sheet, customer, vendor, and sales tax reports. In this course, you’ll learn how to run different reports and create custom reports when you need something beyond the standard formats. You’ll also examine creating journal entries, which is a way of moving money from one account to another. Finally, you’ll look at recurring transactions and how to add mileage as an expense.
What You'll Learn
- Run standard reports including profit and loss, balance sheet, customer, vendor, sales tax, and payroll reports
- Customize reports to produce formats beyond the standard options
- Create journal entries to move money from one account to another
- Set up recurring (reoccurring) transactions in QuickBooks
- Add mileage as an expense
Key Takeaways
- QuickBooks can generate a variety of business reports, including profit and loss, balance sheet, customer, vendor, and sales tax reports.
- Custom reports let you produce output when you need something beyond the standard report formats.
- Journal entries are a way of moving money from one account to another.
- The course covers recurring transactions and how to add mileage as an expense.
Frequently Asked Questions
What reports does this course teach you to run in QuickBooks?
It covers profit and loss, balance sheet, customer, vendor, sales tax, and payroll reports, plus how to customize reports when you need something beyond the standard formats.
What are journal entries in this course?
Journal entries are presented as a way of moving money from one account to another, and the course covers creating them.
Besides reports and journal entries, what else does the course cover?
It also covers recurring (reoccurring) transactions and how to add mileage as an expense.
What skills does this course relate to?
It relates to accounting, business reporting, expense reports, QuickBooks accounting software, small business accounting, and QuickBooks certification.
