QuickBooks Outlines

Lesson 1: Getting Started

• Starting QuickBooks

• Introduction to QuickBooks

• Using the Navigators List

• Opening QuickBooks Pages

• Using the Menu Bar

• Using the Icon Bar

• Setting up QuickBooks on a Network

• Learning Common Business Terms

• Exiting QuickBooks

Lesson 2: Setting Up a Company

• Creating a QuickBooks Company

• Using the Chart of Accounts

• Entering Account Opening Balances

Lesson 3: Working with Lists

• Creating Company Lists

• Working with the Customer: Job List

• Working with the Employee List

• Working with the Vendor List

• Adding Customized Fields

• Managing Lists

Lesson 4: Setting Up Inventory

• Entering Products into Inventory

• Ordering Products

• Receiving Inventory

• Paying for Inventory

• Manually Adjusting Inventory

Lesson 5: Selling Your Product

• Creating Invoices

• Making Cash Sales

Lesson 6: Invoicing for Services

• Setting Up a Service Item

• Changing the Invoice Format

• Creating a Service Invoice

• Entering Statement Charges

• Creating Billing Statements

Lesson 7: Processing Payments

• Receiving Payments for Invoices

• Making Deposits

• Printing Statements

Lesson 8: Working with Bank Accounts

• Writing a QuickBooks Check

• Using Bank Account Registers

• Entering a Handwritten Check

• Transferring Funds Between Accounts

• Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills

• Handling Expenses

• Using QuickBooks for Accounts Payable

• Entering Bills

• Paying Bills

Lesson 10: Using the EasyStep Interview

• Using the EasyStep Interview

Lesson 11: Using Online Banking

• Setting Up an Internet Connection

• Activating Accounts

• Reading Online Statements

• Creating Online Payments

• Submitting Online Payments

• Transferring Funds Online

• Canceling Online Payments

• Sending E-mail to Your Financial Institution

 

QuickBooks Intermediate
Class Length:  6 Hours

Lesson 1: Customizing Forms

• Creating a Custom Template

• Modifying a Template

• Printing Forms

Lesson 2: Using Other QuickBooks Accounts

• Using Other QuickBooks Account Types

• Tracking Credit Card Transactions

• Working with Asset Accounts

• Working with Liability Accounts

• Understanding Equity Accounts

Lesson 3: Creating Reports

• Creating QuickReports

• Modifying QuickReports 

• Memorizing QuickReports

• Running Preset Reports

• Modifying Preset Reports

• Exporting Reports to Microsoft Excel

• Printing Reports

Lesson 4: Creating Graphs

• Creating QuickInsight Graphs

• Creating a New Graph

• Using QuickZoom with Graphs

• Working with the Sales Graph

• Customizing Graphs

• Printing Graphs

Lesson 5: Tracking and Paying Sales Tax

• Using Sales Tax in QuickBooks

• Setting Up Tax Rates and Agencies

• Determining What You Owe

• Paying Your Tax Agencies

Lesson 6: Doing Payroll with QuickBooks

• Using Payroll Tracking

• Setting Up for Payroll

• Setting Up Employee Payroll Information

• Writing a Payroll Check

• Printing Paycheck Stubs

• Tracking Your Tax Liabilities

• Paying Payroll Taxes

• Printing Forms 940 and 941

Lesson 7: Estimating, Time Tracking, and Job Cost

• Creating Job Estimates

• Creating an Invoice from an Estimate

• Displaying Project Reports for Estimates

• Updating the Job Status

• Tracking Time

• Displaying Project Reports for Time Tracking

• Displaying Other Project Reports

Lesson 8: Writing Letters

• Using the Write Letters Wizard

• Designing a Letter

Lesson 9: Synchronizing with Contact Management Software

• Categorizing Contact Names in Microsoft

• Outlook or ACT!

• Synchronizing with Microsoft Outlook or ACT!

• Changing Synchronization Settings