Course Description
From reporting to automating tasks, working with more advanced features and accounts, this course moves beyond the basics and enables students to work with more advanced features in QuickBooks.
Course Objectives
Upon completion of this course, students will be able to work with memorized transactions, customize forms, work with credit card, fixed asset, and long-term liability accounts, work with and customize reports, create graphs, track and pay sales tax, and understand how to prepare to use payroll with QuickBooks.
Course Outline
1 - MEMORIZING TRANSACTIONS
- Entering a New Memorized Transaction
- Editing a Memorized Transaction
- Deleting a Memorized Transaction
- Grouping Memorized Transactions
- Using a Memorized Transaction
- Printing the Memorized Transaction List
2 - CUSTOMIZING FORMS
- Creating a Custom Template
- Modifying a Template
- Printing Forms
3 - USING OTHER QUICKBOOKS ACCOUNTS
- Other QuickBooks Account Types
- Working with Credit Card Transactions
- Working with Fixed Assets
- Working with Long-Term Liability Accounts
- Using the Loan Manager
4 - CREATING REPORTS
- Working with QuickReports
- Working with Preset Reports
- Sharing Reports
- Exporting Reports to Microsoft Excel
- Printing Reports
5 - CREATING GRAPHS
- Creating QuickInsight Graphs
- Using QuickZoom with Graphs
- Working with the Sales Graph
- Customizing Graphs
- Printing Graphs
6 - TRACKING AND PAYING SALES TAX
- Using Sales Tax in QuickBooks
- Setting Up Tax Rates and Agencies
- Indicating Who and What Gets Taxed
- Applying Tax to Each Sale
- Determining What You Owe
- Paying Your Tax Agencies
7 - PREPARING PAYROLL WITH QUICKBOOKS
- Using Payroll Tracking
- Setting Up for Payroll
- Setting Up Employee Payroll Information
- Setting Up a Payroll Schedule
- Writing a Payroll Check
- Printing Paycheck Stubs
- Tracking Your Tax Liabilities
- Paying Payroll Taxes
- Preparing Payroll Tax Forms
8 - USING ONLINE BANKING
- Setting Up an Internet Connection
- Setting Up Bank Feeds for Accounts
- Viewing, Downloading, and Adding Online Transactions
- Creating Online Payments
- Transferring Funds Online
- Canceling Online Payments
9 - MANAGING COMPANY FILES
- Using QuickBooks in Multi-user Mode
- Setting Up Users and Passwords
- Setting a Closing Date
- Sharing Files with an Accountant
- Updating QuickBooks
- Backing Up and Restoring a Company File
- Condensing a Company File
10 - ESTIMATING, TIME TRACKING, AND JOB COSTING
- Creating Job Estimates
- Creating an Invoice from an Estimate
- Displaying Reports for Estimates
- Updating the Job Status
- Tracking Time
- Displaying Reports for Time Tracking
- Tracking Vehicle Mileage
- Displaying Vehicle Mileage Reports
- Displaying Other Job Reports
11 - WRITING LETTERS
- Using the Letters and Envelopes Wizard
- Customizing Letter Templates
There are no prerequisites for this course.
Course Information
Length: 2 day
Format: Lecture and Lab
Delivery Method: n/a
Max. Capacity: 16
Schedule
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Who Should Attend
First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016, 2018 or 2020.
