ChandigarhQB – QuickBooks Training in Chandigarh / Intuit QuickBooks Certification in Chandigarh Mohali - 9988113578

 

QuickBooks Pro – Intuit QuickBooks Certified

 

in Chandigarh

  Call: +91-7888919083

             Call: +91-7888919083

QuickBooks Training In Chandigarh

• Installing QuickBooks

1. System requirements
2. Installing QuickBooks
3. Getting started with QuickBooks
4. Converting data from other Intuit products
5. Registering your copy of QuickBooks
6. Checking for QuickBooks software updates
7. What’s new in this version of QuickBooks

• Setting up your company file

1. Choose a start date
2. Gather information
3. Create your company file
4. Set up company lists
5. Enter opening balances
6. Set up payroll
7. Enter optional adjustments
8. Customize preferences
9. Entering historical transactionsHistorical transactions overview
10. Entering sales and accounts receivable (A/R) transactions
11. Entering accounts payable (A/P) transactions
12. Entering payroll transactions
13. Entering bank and other transactions
14. Changing your start date

• Lists
  1. Types of lists
  2. Editing and deleting list items
  3. Speeding up data entry with lists
  4. Adding customized fields to lists
  5. Keeping your lists organized
  6. Printing, saving, or emailing a list
• Your chart of accounts
  • Chart of accounts overview
  1. Adding new accounts
  2. Entering opening balances for accounts in use
  3. Editing opening balances
  4. Editing account information
  5. Deleting an account
  6. Using account numbers
  7. Keeping your chart of accounts organized
  8. Changing an account’s color
  9. Merging existing accounts
  10. Printing your chart of accounts
• Items—your products and services
  1. Items overview
  2. Creating items
  3. Tips for businesses that invoice for costs
  4. Using subitems
  5. Reports about items
  6. Editing item information
  7. Deleting items
  8. Changing prices
• Tracking sales
  1. Types of sales forms
  2. Entering a sales transaction
  3. Working with sales transactions
  4. Customizing your sales form
  5. Printing, saving, or emailing a sale form
  6. Charging for actual time and costs
  7. Creating a daily sales summary
  8. Assessing finance charges
  9. Using billing statements
  10. Using estimates
  11. Questions and answers about sales forms
• Receiving and depositing payments
  1. Recording an invoice or statement payment
  2. Overpayments, down payments, and prepayments
  3. Retainers
  4. Correcting the application of a payment
  5. Depositing payments
  6. Recording a return
  7. Handling a bounced check from a customer
  8. Questions and answers about payments
• Inventory
  1. Inventory overview
  2. Viewing items on order
  3. Receiving inventory items
  4. Using the inventory register
  5. Viewing the average cost of inventory items
  6. Adjusting value and quantity on hand
  7. Returning items to a vendor
  8. Reports about inventory
• Sales tax—track and pay
  1. Sales tax overview
  2. Turning on sales tax
  3. Creating tax items for each single tax you apply
  4. Creating tax groups
  5. Editing sales tax items
  6. Assigning taxes to customers
  7. Marking items you sell as taxable
  8. Applying sales tax to an invoice or cash sale
  9. Non-taxable sales
  10. Unusual tax situations
  11. Keeping track of how much sales tax you owe
  12. Paying sales tax
• Accounts receivable management
  1. Viewing the accounts receivable register
  2. Viewing the customer register
  3. Editing a transaction in the A/R register
  4. Changing the opening balance for a customer
  5. Viewing an A/R transaction history
  6. Viewing a QuickReport about a customer
  7. Working with A/R reports and graphs
• Bills
  1. Bills overview
  2. Entering a bill
  3. Paying bills
  4. Viewing a bill payment
  5. Editing bills and payments
  6. Deleting bills and payments
  7. Having QuickBooks remind you to pay your bills
  8. Entering credit from a vendor
  9. Questions and answers about bills
• Accounts payable management
  1. Viewing the accounts payable register
  2. Editing a transaction in the A/P register
  3. Viewing an A/P transaction history
  4. Viewing a QuickReport about a vendor
  5. Working with A/P reports and graphs
• Managing your checkbook
  1. Checks overview
  2. Entering a check
  3. Editing checks
  4. Voiding checks
  5. Deleting checks
  6. Printing, saving, or emailing checks
  7. Depositing funds into your checking account
• Credit card transactions
  1. Credit card overview
  2. Entering a credit card transaction
  3. Editing a credit card transaction
  4. Reconciling/paying your credit card statement
• Purchase orders
  1. Purchase order overview
  2. Turning on the purchase order feature
  3. Customizing purchase orders
  4. Entering a purchase order
  5. Viewing purchase orders
  6. Receiving items against a purchase order
  7. Editing purchase orders
  8. Closing a purchase order manually
  9. Printing purchase orders
• Account registers
  1. Account registers overview
  2. Opening an account’s register
  3. Entering transactions in a register
  4. Editing transactions in a register
  5. Finding a specific transaction
  6. Printing, saving, or emailing a register
• Assets, liabilities, and equity
  1. Assets overview
  2. Adding fixed asset and depreciation accounts
  3. Selling fixed assets
  4. Recording thefts or losses of fixed assets
  5. Purchasing assets
  6. Liabilities overview
  7. Borrowing money
  8. Adding a loan to your chart of accounts
  9. Tracking loan payments
  10. Equity overview
  11. Distributing yearly profits to partners
  12. Creating equity accounts
  13. Transferring money out of Opening Bal Equity
  14. Recording an owner’s draw
  15. Recording an owner’s capital investment
• Account reconciliation
  1. Reconciling accounts overview
  2. Balancing your account for the first time
  3. Reconciling your checking account statement
  4. Marking cleared transactions
  5. Completing reconciliation
  6. Reconciling your credit card statement
  7. Correcting differences
  8. Printing a reconciliation report
• Time tracking
  1. Time tracking overview
  2. Time tracking preferences
  3. Filling in a weekly timesheet
  4. Entering single activities
  5. Invoicing customers for time
  6. Reports about time
• Reports, graphs, and budgets
  1. Setting your report preferences
  2. Creating a report
  3. Customizing a report
  4. Filtering report data
  5. Using QuickZoom for report details
  6. Printing, saving, or emailing a report
  7. Exporting a report to Microsoft Excel
  8. Memorizing and recalling reports
  9. QuickReports
  10. Questions and answers about reports
  11. Graphs
  12. Budgets

Power BI Course in Chandigarh & Mohali | Data Analyst Training with Placement

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Microsoft Power BI Data Analyst (PL-300) certification Course Content

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Module 1 – Introduction to PL-300 & Power BI Ecosystem

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• Role of a Power BI Data Analyst
• Understanding PL-300 exam format & weightage
• Power BI architecture & components (Desktop, Service, Mobile)
• Installation & setup of Power BI Desktop
• Overview of Power Query & DAX

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Module 2 – Prepare the Data

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Lesson 2.1 – Get or Connect to Data

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• Identify & connect to data sources (Excel, SQL Server, Azure, SharePoint, Web)
• Connect to shared semantic models
• Change data source settings (credentials, privacy levels)
• Choose between DirectQuery vs Import vs Live Connection
• Create & use parameters in Power Query

Lesson 2.2 – Profile & Clean the Data

• Data profiling in Power Query (column distribution, quality, profiling)
• Handling null values, duplicates, and unexpected data
• Fixing data import errors
• Resolving data type mismatches

Lesson 2.3 – Transform & Load the Data

• Assign appropriate column data types
• Creating & transforming columns (Add Column, Custom Column)
• Grouping & aggregating rows
• Pivot, unpivot, and transpose transformations
• Converting semi-structured data (JSON, XML) to tables
• Creating fact & dimension tables
• Reference vs duplicate queries – use cases & performance impact
• Merge & append queries
• Creating keys for relationships
• Configuring data load settings

Hands-On Lab: Clean and transform a messy CSV file into a usable Power BI dataset.

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Module 3 – Model the Data

Lesson 3.1 – Design & Implement a Data Model

• Configuring table & column properties (data types, descriptions)
• Role-playing dimensions (e.g., multiple date relationships)
• Relationships – cardinality, cross-filter direction, active/inactive relationships
• Creating a common date table
• Calculated columns vs calculated tables – when & why

Lesson 3.2 – Create Model Calculations with DAX

• Introduction to DAX syntax & context
• Creating single aggregation measures (SUM, AVERAGE, COUNT)
• Using CALCULATE function & filter context manipulation
• Implementing time intelligence (YTD, MTD, QTD, SAMEPERIODLASTYEAR)
• Statistical functions in DAX (MINX, MAXX, MEDIANX)
• Semi-additive measures (LASTNONBLANK, FIRSTNONBLANK)
• Quick measures for rapid development
• Calculation groups for reusable measures

Lesson 3.3 – Optimize Model Performance

• Removing unnecessary columns & rows
• Identifying slow measures using Performance Analyzer & DAX query view
• Reducing granularity for performance boost

Hands-On Lab: Build a sales model with calculated measures and optimize it.

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Module 4 – Visualize & Analyze the Data

Lesson 4.1 – Create Reports

• Choosing the right visual for the data
• Formatting & configuring visuals (titles, legends, labels)
• Applying themes & conditional formatting
• Filtering: slicers, filters pane, drill-through
• Paginated reports – when to use
• Creating visual calculations with DAX

Lesson 4.2 – Enhance Reports for Storytelling

• Configuring bookmarks for interactive storytelling
• Custom tooltips & report navigation
• Editing interactions between visuals
• Sorting visuals & using sync slicers
• Grouping/layering visuals with Selection Pane
• Drill through navigation
• Export settings configuration
• Designing reports for mobile devices
• Enabling personalized visuals for users
• Accessibility design considerations
• Automatic page refresh for live dashboards

Lesson 4.3 – Identify Patterns & Trends

• Using the Analyze feature in Power BI
• Grouping, binning, and clustering data
• AI visuals (Decomposition Tree, Key Influencers)
• Adding reference lines, error bars, and forecasts
• Detecting outliers & anomalies

Hands-On Lab: Create an interactive sales dashboard with storytelling features.

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• Creating & configuring workspaces
• Configuring workspace apps
• Publishing, importing, and updating items
• Creating dashboards & choosing distribution methods
• Subscriptions & data alerts
• Promoting/certifying datasets
• When to use a data gateway
• Scheduling semantic model refresh

Module 5 – Manage & Secure Power BI

Lesson 5.1 – Create & Manage Workspaces

Lesson 5.2 – Secure & Govern Power BI Items

• Assigning workspace roles (Viewer, Contributor, Member, Admin)
• Configuring item-level access
• Setting access to semantic models
• Implementing row-level security (RLS) roles & group membership
• Applying sensitivity labels for data governance

Hands-On Lab: Publish a dashboard to Power BI Service with RLS applied.

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Final Revision & Mock Tests

 

  Call: +91-7888919083