Training for QuickBooks for Contractor
Lesson 1 - Getting Started
- Introducing QuickBooks
- Getting Around in QuickBooks
- All the Accounting You Need to Know
- Getting Help while Using QuickBooks
- Exit QuickBooks
- Move 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