REVIEW from last week
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AP: create vendors, enter bills, pay bills, write checks
AR: create customers, create invoices, receive payments, make deposit
REPORTS: AR, AP, P&L, Balance sheet
WORKPLACE SCENARIOS
EXCEL -
Create a spreadsheet for the company vehicle. You want to be able to track:
- date
- miles driven (using start/finish odometer reading and formula to calculate total miles)
- who drove
- reason for driving
- routine maintenance
MEMO -
Write a memo to all your employees about the new procedures for the company vehicle. People who drive the vehicle will need to fill out a vehicle reservation request and complete a driving log for each trip.
EMAIL -
One of your vendors has always required you to pay upon delivery. You have been using this vendor for the last year and always paid promptly. You would now like to set up a credit account with this vendor for net 30 terms. Write an email asking the vendor to change your payment terms to net 30.
PRESENTATIONS - My Climb Journey
FINAL REFLECTION -
What has been most valuable to you in our training?
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