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所在平台: Udemy |
课程主页: https://www.udemy.com/course/quickbooks-desktop-vs-qbo-multiple-currencies/
课程评论：没有评论
课程名称：QuickBooks桌面版与QuickBooks在线版的多币种管理 概述：本课程将首先介绍如何访问QuickBooks在线版与桌面版。Intuit作为QuickBooks的软件拥有者，通常会提供长达30天的免费试用。该课程为项目导向，学员将通过在Excel中录入交易以便更好地理解，再将这些交易录入到QuickBooks桌面版和在线版中。Excel的透明性使得流程更易于理解，而QuickBooks则会自动化这些流程，提高效率。 课程中，我们将学习如何在QuickBooks在线版和桌面版中启用多币种功能，并明确多币种交易对现金账户、应收账款和应付账款等账户的影响。课程将涉及与销售周期和采购周期相关的实例问题：销售周期将重点跟踪外币应收账款，而采购周期则关注外币应付账款。我们还将演示与远期合约相关的交易，并讨论远期合约的用途，包括投机目的和减轻外币交易风险。 多币种功能对于公司持有外币现金时尤为重要，软件将帮助我们记录财务报表中本币的等值。当我们进行外币销售并发送发票，期待未来收到外币付款时，应收账款将需要按本币计价，尽管最终将以外币支付。同样地，当我们承诺以外币付款进行采购时，应付账款也需要按本币的等值进行评估。 该课程为希望掌握QuickBooks多币种管理功能的学员提供了实用的知识与技能，帮助他们更有效地进行财务管理。
The course will start by discussing how to get access to both QuickBooks Online and QuickBooks Desktop. Intuit, the owner of QuickBooks often offers a free 30-day trial for each software package. This will be a project based course. We will enter transaction in Excel before entering them into the accounting software, QuickBooks desktop and QuickBooks Online. Excel is more transparent, making it easier to understand the process. QuickBooks will then automate the process making it more efficient. We will learn how to turn multicurrency on in both QuickBooks Online and QuickBooks Desktop. We will learn which accounts will be affected most by multicurrency transactions, these accounts being cash account types, accounts receivable account types, and accounts payable account types.This course will work an example problems related to the sales cycles and the purchases cycle. The sales cycle will focus in on tracking foreign currency receivables. the purchases cycle will focus on foreign currency payables. We will also demonstrate transactions related to forward contracts. We will discuss the uses of forward contracts including for speculative purposes and to mitigate risk on foreign currency transactions.The multiple currency feature is useful when the company is holding onto cash in a foreign currency, the software helping us to record the home currency equivalent for financial statement presentation. Multiple currency functionality is also helpful when we make sales on account, sending an invoice, hoping to get paid in the future, tracking accounting receivable, but expecting to be paid in a foreign currency. The accounts receivable account will need to be valued in the home currency even though we will be paid in a foreign one. We have a similar situation when we make purchases on account, promising to pay in a foreign currency at some point in the future. The accounts payable account will need to be valued in the home currency equivalence even though we will be paying in a foreign currency.
