Session 7 & 8


Adjustments and Year-End Procedures

  • Several methods for adjusting your financial records, which you do at the end of each year or other accounting period.
  • Learn how to record journal entries for adjustments that aren’t possible using other QuickBooks transactions
  • Learn how to edit, void, and delete transactions
  • Memorize transactions so you can reuse them
  • Learn how to close your books in QuickBooks including setting the closing date


Setting Up a Company File

  • Create a new company file in QuickBooks and more: fine-tuning your chart of accounts, defining account balances
  • Learn how to set up additional users if other people work on your company file
  • Setting up other QuickBooks Lists
  • Defining Account Opening Balances



Company Startup Case Study

  • Covers the tasks in the process of setting up a new company file in QuickBooks