Session 4

Customizing QuickBooks

  • Learn how to customize QuickBooks Home page, menus, and icon bar so you can access the features you use most often
  • Learn QuickBooks Items; item types, service items, and other charge items
  • Learn how set up custom pricing for different customers or apply discounts and markups when you create invoices
  • Learn how to modify form templates to specify the fields that appear on the screen and printed form, how fields are formatted

Tracking Inventory

  • Brief overview of the inventory process in QuickBooks
  • How to receive items into inventory and record bills for the inventory you receive.
  • How to adjust your inventory records to match what’s actually in your warehouse