Course Details
Course Outline
1 - Memorizing Transactions
Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized TransactionGrouping Memorized Transactions Using a Memorized TransactionPrinting the Memorized Transaction List Review
2 - Customizing Forms
Creating a Custom Template Modifying a TemplatePrinting FormsReview
3 - Using Other QuickBook Accounts
Other QuickBooks Account TypesWorking with Credit Card TransactionsWorking with Fixed Assets Working with Long-Term Liability Accounts Using the Loan ManagerReview
4 - Creating Reports
Working with QuickReports Working with Preset ReportsSharing ReportsExporting Reports to Microsoft ExcelPrinting ReportsReview
5 - Creating Graphs
Creating QuickInsight GraphsUsing QuickZoom with GraphsWorking with the Sales GraphCustomizing GraphsPrinting GraphsReview
6 - Tracking and Paying Sales Tax
Using Sales Tax in QuickBooksSetting Up Tax Rates and AgenciesIndicating Who and What Gets TaxedApplying Tax to Each SaleDetermining What You OwePaying Your Tax AgenciesReview
7 - Preparing Payroll with QuickBooks
Using Payroll TrackingSetting Up for PayrollSetting Up Employee Payroll InformationSetting Up a Payroll ScheduleWriting a Payroll CheckPringint Paycheck StubsTracking Your Tax LiabilitiesPaying Payroll TaxesPreparing Payroll Tax FormsReview
8 - Using Online Banking
Setting Up an Internet ConnectionSetting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online TransactionsCreating Online PaymentsTransferring Funds OnlineCanceling Online PaymentsReview
9 - Managing Company Files
Using QuickBooks in Multi-User ModeSetting Up Users and PasswordsSetting a Closing DateSharing Files with an AccountantUpdating QuickBooksBacking Up and Restoring a Company FileCondensing a Company FileReview
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
Target Audience