Limited time. 50% OFF QuickBooks for 3 months.*
Limited time. 50% OFF QuickBooks for 3 months.*

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 

Advance your career by making the right decision of choosing training course from CAS-BIZ Technology.