Length: 1 day
Performance-Based Objectives
• Memorize transactions
• Customize forms
• Use other QuickBooks accounts
• Create reports
• Create graphs
• Track and pay sales tax
• Prepare payroll with QuickBooks
• Use online banking
• Share files with an accountant
• Estimate, time track, and job cost
• Write letters
Course Content
Lesson 1: Memorizing Transactions
Topic 1A: Entering a New Memorized Transaction
Topic 1B: Editing a Memorized Transaction
Topic 1C: Deleting a Memorized Transaction
Topic 1D: Grouping Memorized Transactions
Topic 1E: Using a Memorized Transaction
Topic 1F: Printing the Memorized Transaction List
Lesson 2: Customizing Forms
Topic 2A: Creating a Custom Template
Topic 2B: Modifying a Template
Topic 2C: Printing Forms
Lesson 3: Using Other QuickBooks Accounts
Topic 3A: Other QuickBooks Account Types
Topic 3B: Working with Credit Card Transactions
Topic 3C: Working with Fixed Assets
Topic 3D: Working with Long-Term Liability Accounts
Topic 3E: Using the Loan Manager
Lesson 4: Creating Reports
Topic 4A: Creating QuickReports
Topic 4B: Modifying QuickReports
Topic 4C: Memorizing QuickReports
Topic 4D: Running Preset Reports
Topic 4E: Modifying Preset Reports
Topic 4F: Exporting Reports to Microsoft Excel
Topic 4G: Printing Reports
Lesson 5: Creating Graphs
Topic 5A: Creating QuickInsight Graphs
Topic 5B: Using QuickZoom with Graphs
Topic 5C: Working with the Sales Graph
Topic 5D: Customizing Graphs
Topic 5E: Printing Graphs
Lesson 6: Tracking and Paying Sales Tax
Topic 6A: Using Sales Tax in QuickBooks
Topic 6B: Setting Up Tax Rates and Agencies
Topic 6C: Indicating Who and What Gets Taxed
Topic 6D: Applying Tax to Each Sale
Topic 6E: Determining What You Owe
Topic 6F: Paying Your Tax Agencies
Lesson 7: Preparing Payroll with QuickBooks
Topic 7A: Using Payroll Tracking
Topic 7B: Setting Up for Payroll
Topic 7C: Setting Up Employee Payroll Information
Topic 7D: Writing a Payroll Check
Topic 7E: Printing Paycheck Stubs
Topic 7F: Tracking Your Tax Liabilities
Topic 7G: Paying Payroll Taxes