QuickBooks
Courses Available: Beginning and Keep Going with QuickBooks
Beginning QuickBooks
Full Day
Students will learn the fundamentals of QuickBooks. Participants of this course should understand basic Windows concepts, and be comfortable working in the Windows environment. In this class students will learn how to set up a company and learn how to create invoices, enter bills, and make payments.
Getting Started
- Starting QuickBooks
- Introduction to QuickBooks
- Using the Navigators List
- Opening QuickBooks Pages
- Using the Menu Bar
- Using the Icon Bar
- Setting up QuickBooks on a Network
Setting up a Company
- Creating a QuickBooks Company
- Using the Chart of Accounts
- Entering Account Opening Balances
Working with Lists
- Creating Company Lists
- Working with the Customer: Job List
- Working with the Employee List
- Working with the Vendor List
- Adding Customized Fields
- Managing Lists
Setting up Inventory
- Entering Products into Inventory
- Ordering Products
- Receiving Inventory
- Paying for Inventory
- Manually Adjusting Inventory
Selling your Product
- Creating Invoices
- Making Cash Sales
Invoicing for Services
- Setting up a Service Item
- Changing the Invoice Format
- Creating a Service Invoice
- Entering Statement Charges
- Creating Billing Statements
Processing Payments
- Receiving Payments for Invoices
- Making Deposits
- Printing Statements
Working with Bank Accounts
- Writing a QuickBooks Check
- Using Bank Account Registers
- Transferring Funds Between Accounts
- Reconciling Checking Accounts
Keep Going with QuickBooks
Full Day
Upon completing this course, students will be able to customize forms, track credit card transactions, create and modify reports, track and pay sales tax, etc.
Customizing Forms
- Create a Custom Template
- Modify a Template
- Print an invoice
Using QuickBooks Accounts
- Track Credit Card Transactions
- Work with Asset Accounts
- Work with Liability Accounts
- Understand Equity Accounts
Creating Reports
- Create QuickReports
- Modify QuickReports
- Memorize QuickReports
- Run Preset Reports
- Modify Preset Reports
- Export Reports to Microsoft Excel
- Print Reports
Creating Graphs
- Create QuickInsight Graphs
- Customize Graphs
- Print Graphs
Tracking and Paying Sales Tax
- Use Sales Tax in QuickBooks
- Set Up Tax Rates and Agencies
- Determine the Sales Tax Liability
- Pay the Tax Agencies
Doing Payroll with QuickBooks
- Using Payroll Tracking
- Set Up for Payroll
- Set Up Employee Payroll Information
- Write a Payroll Check
- Track Tax Liabilities
- Pay Payroll Taxes
Keeping Track of the Job
- Create Job Estimates
- Work with Estimates
- Track the Time
Writing Letters
- Use the Letters and Envelopes Wizard
