Length: 1 day

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.

Performance-Based Objectives
Upon successful completion of this course, students will be able to:
• 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.

Course Content
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