QuickBooks Level 1

Course content

            Lesson 1:

Getting Started                                                       

        Introduction to QuickBooks

      Using the Navigator List

      QuickBooks Pages

      The Menu Bar 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 Products

        Creating Invoices

        Making Cash Sales

            Lesson 6: Invoicing for Services

        Setting Up a Service Item

      Changing the Invoice

      Creating a Service Invoice

      Entering Statement Charges

      Creating Billing Statements

                Lesson 7: Payment Processing

        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

                Appendix A: Easy Step Interview

        Using the Easy Step Interview

                Appendix B: Online Banking

        Setting up an Internet Connection

      Activating Accounts

      Reading Online Statements

      Creating Online Payments

      Submitting Payments Online

      Transferring Funds Online

      Canceling Online Payments

      Sending E-Mail

Quick Books  level 2

Course content        

            Lesson 1: Customizing Forms

      Customizing an Invoice

      Modifying a Purchase Order Template

      Printing Invoices

            Lesson 2: Using QuickBooks� Other Accounts

      QuickBooks� Other Account Types

      Tracking Credit Card Transactions

      Working with Asset Accounts

      Working with Liability Accounts

      Understanding Equity Accounts

            Lesson 3: Creating Reports

      Creating QuickReports

      Modifying QuickBooks

      Memorizing QuickReports

      Running Preset Reports

      Modifying Preset Reports

      Memorizing Report Settings

      Exporting a Report 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

Appendix A: Estimating, Time Tracking, Job Costing

      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

            Appendix B: Writing Letters

      Using the Write Letters Wizard

        Designing Your Own Letters

            Appendix C: Synchronizing with Contact Management Software

        Categorizing Contact Names in Outlook or ACT

      Synchronizing with ACT or Outlook

      Changing Your Synchronization Settings

All Classes Include