Training for QuickBooks for Contractor

Lesson 1 - Getting Started

  • Introducing QuickBooks Desktop
  • Getting Around in QuickBooks
  • All the Accounting You Need to Know
  • QuickBooks Desktop Nonprofit Features
  • Getting Help while Using QuickBooks
  • Exiting QuickBooks
  • Moving between Company Files

Lesson 2 - Setting Up

  • Creating a QuickBooks Company
  • Starting the EasyStep Interview
  • Entering Company Information
  • Choosing your Company Industry
  • Selecting how Your Company is Organized
  • Customizing QuickBooks for Your Business
  • Indicating What You Sell
  • Entering Sales Information
  • Entering Sales Tax Information
  • Creating Estimates
  • Creating Sales Orders
  • Choosing Remaining Preferences
  • Choosing a Start Date
  • Reviewing the Chart of Accounts
  • Entering Bank Accounts and Opening Balances
  • Completing Company File Setup
  • Adding Customers
  • Adding a Job
  • Adding Vendors
  • Setup Additional General Ledger Accounts
  • Adding Items
  • Entering Historical Transactions

Lesson 3 - Working with Lists

  • Using QuickBooks Desktop Lists
  • Editing the Chart of Accounts
  • Editing an Account
  • Adding a Subaccount
  • Customer, Vendor and Employee Centers
  • Custom Contact Fields
  • Working with the Customer Center and the Customers & Jobs List
  • Sales Tax Settings
  • Transactions from the Customers & Jobs List
  • Working with the Employee Center
  • Working with the Vendor Center
  • Transactions from the Vendor List
  • Managing Lists
  • Renaming a list item
  • Printing a List
  • Adding or Editing Multiple Items at One Time
  • Adding Customers
  • Providing Additional Customer Information

Lesson 4 - Working with Bank Accounts

  • Writing a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Money between Accounts
  • Reconciling a Checking or Saving Account Statement
  • Marking Cleared Transactions
  • Viewing Cleared Checks in the Register
  • Locating Specific Transactions

Lesson 5 - Reviewing QuickBooks Job Costing Fundamentals

  • Taking Advantage of Contractor Edition Features
  • Setting Job Cost Preferences

Lesson 6 - Accounting for Work in Process With QuickBooks

  • Understanding The Different Methods of Work in Process
  • Adjust Revenue and Expenses Periodically for Projects that are WIP
  • Keeping all costs and revenue on the Balance Sheet until the Project is completed

Lesson 7 - Estimating and Progress Invoicing

  • Turning on Estimates & Progress Invoicing
  • Creating an Estimate
  • Creating Multiple Estimates
  • Creating an Invoice from an Estimate
  • Displaying Reports for Estimates
  • Updating Job Status
  • Making Estimates Inactive

Lesson 8 - Entering Sales Information

  • Using Sales Forms for payment in the Future
  • Using Sales Forms for payment at the Time of Sale
  • Filling in a Sales Form
  • Filling in the Line Item Area
  • Completing the Sales Form
  • Repeating a Sale
  • Entering a New Item
  • Using the Income Tracker
  • Creating Invoice Letters

Lesson 9 - Receiving Payments & Making Deposits

  • Recording Payment in Full for a Single Job
  • Entering a Partial Payment
  • Applying One Payment to Multiple Jobs
  • Entering Overpayments
  • Handling Down Payments & Prepayments
  • Making Deposits
  • How QuickBooks Handles the Deposit
  • How to handle a customer bounced check

Lesson 10 - Entering and Paying Bills

  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills
  • How QuickBooks Record Your Bill Payment

Lesson 11 - Analyzing Financial Data

  • Creating Quick Reports
  • Zooming in on a Quick Report
  • Customizing Quick Reports
  • Using the Report Center
  • Creating a Balance Sheet Comparison Report
  • Filtering Reports
  • Saving Reports as a PDF
  • Using QuickZoom in a Preset Report
  • Memorize Report
  • Creating Memorized Report Groups
  • Printing Reports
  • Processing Reports in Groups
  • Process Multiple Miscellaneous Reports
  • Sending a Report to Microsoft Excel
  • Creating an Income and Expense Graph
  • Using QuickZoom with Graphs
  • Customizing How Graphs Display

Lesson 12 - Setting Up Inventory

  • Turning on the Inventory Feature
  • Entering Products into Inventory
  • Creating Purchase Order
  • Getting a Report of Purchase Orders
  • Receiving Inventory
  • Entering a Bill for Inventory
  • Manually Adjusting Inventory
  • Tracking Finished Goods
  • Setting a Default Markup
  • Adding a Labor Item to use in Assemblies
  • Creating Inventory Assembly Items
  • Building Finished Goods
  • Using Units of Measure
  • Setting Up Single Unit of Measure Mode
  • Setting Up Multiple Units of Measure
  • Assigning Measure Sets
  • Using Units of Measure on Purchase Forms

Lesson 13 - Payroll With QuickBooks

  • Setting Up for Payroll
  • Setting Up Employee Payroll Information
  • Using Employee Defaults to Store Common Information
  • Setting Up Payroll Schedules
  • Adding a New Employee
  • Running a Payroll Schedule
  • Viewing the Paycheck
  • Printing Paycheck Stubs
  • Paying Payroll Taxes
  • Writing a Check for Payroll Taxes

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