14th Anniversary Sale - Unlock the Biggest Annual Offer with Free Service Packages for QuickBooks & FaceAzure

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

Lesson 6 - Accounting for Work in Process With QuickBooks

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

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

Get free consultation

We are available from Monday to Friday.
Call us (Cellcard) +855 61 982 324, (Smart) +855 81 982 324, and info@cas.com.kh