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Recommended Prerequisites:
QuickBooks Sales Tax Training
Using Lists in QuickBooks
or equivalent knowledge
Version:
QuickBooks Pro 2009 (Canadian Version)
Course length:
90 minutes
Cost:
$59.95 + GST
Materials:
Each course includes a step-by-step guide of the subjects taught to help students successfully implement what they learned.
QuickBooks Purchase Orders and Vendors - Level 1
The Vendor Centre provides fast and easy access to vendor details and transactions. This course is the first of three designed to introduce you to the Vendor Centre and its many functions. In this course, you will learn how to activate purchase orders and how to add and modify vendors and make them inactive when necessary. You will see how to enter vendors “on the fly” during transaction entry. This course covers the entry of basic transactions in the Vendor Centre, including entering and modifying purchase orders, receiving items, entering bills, paying bills and printing cheques. You will also review some of the Vendors & Payables and Purchases reports.
Learning Outcomes
Students who complete this course will know how to:
- Understand the workflow arrows in the Vendors group on the Home page
- Set up preferences that will activate purchase orders
- Access vendor information and transactions in the Vendor Centre
- Set up vendors and enter vendors “on the fly” during transaction entry
- Enter and modify purchase orders
- Enter item receipts and bills
- Email individual purchase orders and print purchase orders individually or as a batch
- Pay bills and print cheques
- Print bill payment stubs
- Print various Vendors & Payables and Purchases reports
Why You Need This Course
This course introduces the QuickBooks functions that pertain to vendors and purchases. If you know how to add customers in QuickBooks, the interface for adding vendors will be familiar, although it is not identical. In this course you will learn how to add vendors and understand the various fields specific to vendors – the vendor type, payment terms, and credit limit. You will also gain a complete understanding of how to use the QuickBooks Vendor Centre to add and modify vendor information and various transactions.
Purchase orders enable you to keep detailed records of the products and quantities you ordered. When shipments arrive, you can use the purchase order to compare the order to the actual items received and automatically convert the purchase order to a bill. This course shows you how to generate and modify purchase orders, and how to email or print them.
QuickBooks contains many options to help you manage your bills. This course discusses how to receive items in QuickBooks and make payments on those items.
Disclaimer:
Since these courses do not deal directly with specific and individual requirements, it is recommended that students obtain the necessary advice from an accountant, employer, QuickBooks® ProAdvisor® or such other appropriate expert with regards to their specific requirements or guidelines.
