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Lesson 1: Getting started
- Introducing QuickBooks
- Getting around in QuickBooks
- All the accounting you need to know
- Exiting QuickBooks
- Moving between company files
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Lesson 9: Analyzing financial data
- Reports and graphs help you understand your business
- Creating QuickReports
- Creating and customizing preset reports
- Saving report settings
- Printing reports
- Exporting reports to Microsoft Excel
- Creating QuickInsight graphs
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Lesson 2: Setting up QuickBooks
- Creating a QuickBooks company
- Entering company info
- Customizing QuickBooks for your business
- Setting up your business accounting
- Completing company file setup
- Getting help while using QuickBooks
- Closing the company file
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Lesson 10: Setting up inventory
- Turning on the inventory feature
- Entering products into inventory
- Ordering products
- Receiving inventory
- Entering a bill for inventory
- Manually adjusting inventory
- Tracking finished goods
- Using units of measure
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Lesson 3: Working with lists
- Using QuickBooks lists
- Editing the chart of accounts
- Working with the Customers & Jobs list
- Working with the Employee Center
- Working with the Vendor Center
- Adding custom fields
- Managing lists
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Lesson 11: Tracking and paying sales tax
- Overview of sales tax in QuickBooks
- Setting up your tax rates and agencies
- Applying tax to each sale
- Determining what you owe
- Paying your tax agencies
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Lesson 4: Working with bank accounts
- Writing a QuickBooks check
- Using bank account registers
- Entering a handwritten check
- Transferring money between accounts
- Reconciling checking accounts
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Lesson 12: Doing payroll with QuickBooks
- Overview of payroll tracking
- Setting up for payroll
- Setting up employee payroll information
- Running a payroll schedule
- Tracking your tax liabilities
- Paying payroll taxes
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Lesson 5: Using other accounts in QuickBooks
- Other account types in QuickBooks
- Tracking credit card transactions
- Working with asset accounts
- Working with liability accounts
- Understanding equity accounts
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Lesson 13: Estimating and progress invoicing
- Creating jobs and estimates
- Writing an estimate
- Creating multiple estimates
- Creating an invoice from an estimate
- Displaying reports for estimates
- Updating job status
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Lesson 6: Entering sales information
- Using sales forms in QuickBooks
- Filling in a sales form
- Memorizing a sale
- Entering a new service item
- Using multiple price levels
- Reminding customers of overdue payments
- Processing sales orders
- Tracking backorders
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Lesson 14: Tracking time
- Tracking time and mileage
- Invoicing a customer for time and mileage
- Displaying project reports for time tracking
- Paying nonemployees for time worked
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Lesson 7: Receiving payments and making deposits
- Recording customer payments
- Making deposits
- Processing credit card payments
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Lesson 15: Customizing forms & writing QuickBooks Letters
- About QuickBooks forms
- Customizing invoices
- Designing custom layouts for forms
- Using QuickBooks Letters
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Lesson 8: Entering and paying bills
- Handling bills in QuickBooks
- Using QuickBooks for accounts payable
- Entering bills
- Paying bills
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