April 29, 2021

 

FILE TYPES
 
 
 
INTRO TO EXCEL
  • Spreadsheet to organize data
  • Parts of a spreadsheet
  • Using a spreadsheet to create a database

Workplace Scenario 

Create a spreadsheet to track your customers' information.  For your business, consider what type of data you will want to track now and for use in the future. Also, consider how you will want to use this data and potentially sort it. 


IRS FORMS used by businesses

Hiring - 

  • W4 (employee)
  • W9 (independent contractor)
  • where to find on internet

End of Year - 

  • W2 (employee)

    •  
  • 1099 (independent contractor) 
  • purchased from a supplier (use ones sold by bookkeeping software, ex: Intuit)

 

QUICKBOOKS

Review chart of accounts

  • Add a new expense account for your business 
  • Add a credit card for your business

 AP - Accounts Payable

  • Add three new vendors
  • Add three new bills

Running an AP report  

Paying bills/ Writing checks

 

AR - Accounts Receivable

  • Adding customers
  • Creating invoices
  • Receiving payments

 

 Take Aways from Today!





























 



































































 

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