Training for QuickBooks Desktop

Lesson 1 - Getting Started

  • Using Forms
  • Using Lists
  • Using Registers
  • Getting Around in QuickBooks
  • All the Accounting You Need to Know
  • About the Chart of Accounts
  • About Assets, Liabilities and Equity
  • Cash versus Accrual Bookkeeping
  • Measuring Business Profitability
  • General Journal Transactions
  • Getting Help while Using QuickBooks
  • Exiting QuickBooks
  • Moving between Company Files

Lesson 2 - Setting Up QuickBooks

  • 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
  • Entering Bank Accounts and Opening Balances
  • Completing Company File Setup
  • Adding Customers
  • Adding a Job
  • Adding Vendors
  • Setting Up Additional Accounts
  • Adding Items
  • Entering Historical Transactions

Lesson 3 - Working with Lists

  • Using QuickBooks 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 Lis
  • Adding Customers
  • Providing Additional Customer Information
  • Sales Tax Settings
  • Transactions from the Customers & Jobs List
  • Working with the Employee Center
  • Working with the Vendor Center
  • Adding Vendors
  • Transactions from the Vendor List
  • Adding Custom Fields
  • Managing Lists
  • Renaming a list item
  • Printing a List
  • Adding or Editing Multiple Items at One Time
  • Working with the Lead Center
  • Things to note about the Lead Center

Lesson 4 - Working with Bank Accounts

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

Lesson 5 - Using Other Accounts in QuickBooks

  • Other Account Types in QuickBooks
  • Entering Credit Card Charges
  • Reconciling a Credit Card Statement
  • Marking Cleared Transactions
  • Paying a Credit Card Bill
  • Working with Asset Accounts
  • Setting Up Asset Accounts to Track Depreciation
  • Tracking a Loan with a Long Term Liability Account
  • Recording a Payment on a Loan
  • Introduction to Equity Accounts

Lesson 6 - 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
  • Creating Batch Invoices
  • Entering a New Item
  • Creating New Price Levels
  • Associating Price Levels with Customers
  • Assigning Price Levels to Individual Line Items
  • Using the Income Tracker
  • Creating Single Invoice Letters
  • Generating Reminder Statements

Lesson 7 - Receiving Payments and 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 8 - Entering and Paying Bills

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

Lesson 9 - Analyzing Financial Data

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

Lesson 10 - Setting Up Inventory

  • Turning on the Inventory Feature
  • Entering Products into Inventory
  • Creating Purchase Orders
  • Getting a Report of Purchase Orders
  • Receiving Inventory
  • Entering a Bill for Inventory Received
  • Manually Adjusting Inventory
  • Setting a Default Markup

Lesson 11 - Tracking and Paying Sales Tax

  • Overview of Sales Tax in QuickBooks
  • Setting Up your Tax Rates and Agencies
  • Grouping Single Taxes Together
  • Identifying Your Most Common Tax
  • Indicating Who and What Gets Taxed
  • Applying Tax to Each Sale
  • Determining What You Owe
  • Paying Your Tax Agencies

Lesson 12 - Doing 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 Paychecks after Leaving Pay Employees Window
  • Printing or Emailing Pay Stubs after Leaving Pay Employees Window
  • Paying Payroll Taxes
  • Writing a Check for Payroll Taxes

Lesson 13 - Estimating and Progress Invoicing

  • Turning on Estimates and 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 14 - Tracking Time

  • Tracking Time and Mileage
  • Entering Time Data
  • Recording Employee Time on Weekly Timesheets
  • Entering Mileage
  • Invoicing a Customer for Billable Expenses
  • Displaying Project Reports for Time Tracking
  • Viewing Time Data in More Detail
  • Creating Service Items for Subcontractors
  • Creating New Price Levels
  • Recording Nonemployee Time Worked
  • Preparing a Check to Pay for Nonemployee Time Worked

Lesson 15 - Customizing Forms and Writing QuickBooks Letter

  • Creating New Templates
  • Customizing Fields on Forms
  • Changing Field Order on Forms
  • Displaying your Customized Form
  • Designing Custom Layouts for Forms
  • Changing the Position of Fields on Forms
  • Changing Field Widths
  • Changing Fonts, Borders and Colors
  • Previewing New Forms
  • Preparing Collection Letters
  • Editing QuickBooks Letters

Lesson 16 - Working with Multiple Currencies

  • Setting Up Multiple Currencies
  • Buying and Selling Items in Multiple Currencies
  • Creating a Purchase Order in a Foreign Currency
  • Receiving Inventory and Entering a Bill from a Foreign Vendor
  • Creating an Invoice for a Multicurrency Transaction

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