Knowledge & Training Solutions

QuickBooks® Ortho – Course Outline

QuickBooks® Ortho – Course Outline

The topics listed below are covered in the Academy of QuickBooks® Ortho program.

1. QuickBooks® 101
– Why QuickBooks®?
– Setting up QuickBooks®
– Basic navigation

2. Accounting 101
– Assets, liabilities, and equity
– Debits and credits
– Cash vs. accrual
– Cash flow

3. Collections
– Posting production
– Adjustments
– Returned checks

4. Receivables Management
– Families, patients and contracts
– Statements
– Bad debts
– Deposits

5. Bank Accounts
– Checking
– Credit cards
– Reconciliation
– Adjustments

6. Expense Tracking
– Check writing
– Paying bills
– Sales and use tax

7. Inventory Controls
– Item lists
– Vendor lists
– Count sheets
– Reports

8. Payroll
– Accounts and employees
– Benefits
– Compensation
– Time sheets and processing

9. Reporting
– Creating
– Customizing
– Graphs
– Budgets

10. General Maintenance
– Sharing files
– Back-ups
– General journal
– Customization