130156 - QuickBooks Complete

Duration

2 Days

Introduction

Elements of this syllabus are subject to change.

This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software.

Audience

Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

At Course Completion

After completing this course, students will be able to:

• Set up a company.
• Work with lists.
• Set up inventory.
• Sell your product.
• Invoice for services.
• Process payments.
• Work with bank accounts.
• Enter and pay bills.
• Use the EasyStep Interview.
• Use online banking.
• Customize forms.
• Use the other QuickBooks accounts and track credit card transactions
• Create and modify various types of reports.
• Create graphs.
• Track and pay sales tax.
• Track payroll information with QuickBooks.
• Keep track of the job you are working on and generate reports for it.
• Use QuickBooks to write various types of letters.
• Synchronize QuickBooks with other contact management software

Prerequisites

You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Course Outline

Day 1

Lesson 1: Getting Started

• Topic 1A: Starting QuickBooks
• Topic 1B: Identifying Components of the QuickBooks Operating Environment
• Topic 1C: Opening QuickBooks Centers
• Topic 1D: Opening Other QuickBooks Windows
• Topic 1E: Identifying Common Business Terms
• Topic 1F: Setting Up QuickBooks in Multi-User Mode
• Topic 1G: Exiting QuickBooks

Lesson 2: Setting Up a Company

• Topic 2A: Creating a QuickBooks Company
• Topic 2B: Using the Chart of Accounts
• Topic 2C: Entering Account Opening Balances

Lesson 3: Working with Lists

• Topic 3A: Creating Company Lists
• Topic 3B: Working with the Customers & Jobs List
• Topic 3C: Working with the Employees List
• Topic 3D: Working with the Vendors List
• Topic 3E: Adding Customized Fields
• Topic 3F: Managing Lists

Lesson 4: Setting Up Inventory

• Topic 4A: Entering Products into Inventory
• Topic 4B: Ordering Products
• Topic 4C: Receiving Inventory
• Topic 4D: Paying for Inventory
• Topic 4E: Manually Adjusting Inventory

Lesson 5: Selling Your Product

• Topic 5A: Creating Product Invoices
• Topic 5B: Making Cash Sales

Lesson 6: Invoicing for Services

• Topic 6A: Setting Up a Service Item
• Topic 6B: Changing the Invoice Format
• Topic 6C: Creating a Service Invoice
• Topic 6D: Entering Statement Charges
• Topic 6E: Creating Billing Statements

Lesson 7: Processing Payments

• Topic 7A: Receiving Payments for Invoices
• Topic 7B: Making Deposits
• Topic 7C: Printing Statements

Lesson 8: Working with Bank Accounts

• Topic 8A: Writing a QuickBooks Check
• Topic 8B: Using Bank Account Registers
• Topic 8C: Entering a Handwritten Check
• Topic 8D: Transferring Funds Between Accounts
• Topic 8E: Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills

• Topic 9A: Handling Expenses
• Topic 9B: Using QuickBooks for Accounts Payable
• Topic 9C: Entering Bills
• Topic 9D: Paying Bills

Appendix A: Using the EasyStep Interview

Topic AA: Using the EasyStep Interview

Appendix B: Using Online Banking

• Topic BA: Setting Up an Internet Connection
• Topic BB: Activating Accounts
• Topic BC: Reading Online Statements
• Topic BD: Creating Online Payments
• Topic BE: Transferring Funds Online
• Topic BF: Canceling Online Payments
• Topic BG: Sending E-mail to Your Financial Institution

Day 2

Lesson 1: Customizing Forms

• Topic 1A: Create a Custom Template
• Topic 1B: Modify a Template
• Topic 1C: Print an Invoice

Lesson 2: Using QuickBooks Accounts

• Topic 2A: Track Credit Card Transactions
• Topic 2B: Work with Asset Accounts
• Topic 2C: Work with Liability Accounts
• Topic 2D: Understand Equity Accounts

Lesson 3: Creating Reports

• Topic 3A: Create QuickReports
• Topic 3B: Modify QuickReports
• Topic 3C: Memorize QuickReports
• Topic 3D: Run Preset Reports
• Topic 3E: Modify Preset Reports
• Topic 3F: Export Reports to Microsoft Excel
• Topic 3G: Print Reports

Lesson 4: Creating Graphs

• Topic 4A: Create QuickInsight Graphs
• Topic 4B: Customize Graphs
• Topic 4C: Print Graphs

Lesson 5: Tracking and Paying Sales Tax

• Topic 5A: Use Sales Tax in QuickBooks
• Topic 5B: Set Up Tax Rates and Agencies
• Topic 5C: Determine the Sales Tax Liability
• Topic 5D: Pay the Tax Agencies

Lesson 6: Doing Payroll with QuickBooks

• Topic 6A: Use Payroll Tracking
• Topic 6B: Set Up for Payroll
• Topic 6C: Set Up Employee Payroll Information
• Topic 6D: Write a Payroll Check
• Topic 6E: Track Tax Liabilities
• Topic 6F: Pay Payroll Taxes

Lesson 7: Keeping Track of the Job

• Topic 7A: Create Job Estimates
• Topic 7B: Work with Estimates
• Topic 7C: Track the Time

Lesson 8: Writing Letters

• Topic 8A: Use the Letters and Envelopes Wizard

Lesson 9: Synchronizing with Contact Management Software

• Topic 9A: Categorize Contact Names in Microsoft Outlook
• Topic 9B: Synchronizing with Microsoft Outlook

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