Inspiration from Cheyann
REVIEW
- Quickbooks - AP/ AR / reports
- Excel
- Soft Skills
- Role plays - making/receiving calls, taking messages
QUICKBOOKS
AP -
Add new bill for office supplies
- Vendor - Office Max
- Bill date - 4/15/2023
- Bill # - 877073
- Amount - $415.67
Add new bill for car insurance
- Vendor - Geico
- Bill date - 4/1/2023
- Bill # - 97800
- Amount - $78.99
AR -
Add two new invoices
Reports -
- Run an AP report
- Run an AR report
Pay bills and Receive payments
WORKPLACE SCENARIOS
Email -
#1 - Your customer, Liz Onufer, is 60 days late on paying her invoice. Send Liz an email requesting payment.
#2 - The insurance card is missing from the company vehicle. Send an email to the insurance company requesting a copy of the insurance card.
Excel -
#1 - Your business does not use Quickbooks, so you need to create a spreadsheet to track the invoices you have sent and the payments received. You also want to also easily calculate the income quarterly. Use a formula to calculate quarterly totals. CONSIDER all the details you will want to track about the invoices, such as date, invoice number, customer name, amount, any additional notes, payment form and date.
HINT: A fiscal year is 12 consecutive months. One year has four quarters. For a company on a calendar fiscal year (FY) --
- Q1 - Jan, Feb, March
- Q2 - April, May, June
- Q3 - July, August, September
- Q4 - October, November, December
#2 - You want to track the vehicle information and maintenance for all the company vehicles. This includes make/model, year, VIN, oil changes, tire rotations, and any other work on the vehicle. CONSIDER all the details you will want to track about the maintenance, such as date of service, amount, etc.
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