QuickBooks
Course Outlines:
QuickBooks:
Level 1
QuickBooks: Level 2
QuickBooks:
Level 1 - Get Going With QuickBooks
Performance-Based
Objectives
Upon
successful completion of this course, students will be able
to:
- Set
up a company.
- Work
with lists.
- Set
up inventory.
- Sell
their product.
- Invoice
for services.
- Process
payments.
- Work
with bank accounts.
- Enter
and pay bills.
- Use
the EasyStep Interview.
- Use
online banking.
Course
Content
Lesson
1: Getting Started
Starting QuickBooks
Identifying Components of the
QuickBooks
Operating Environment
Opening QuickBooks Centers
Opening Other QuickBooks Windows
Identifying Common Business
Terms
Setting Up QuickBooks in Multi-User
Mode
Exiting QuickBooks
Lesson
2: Setting Up a Company in QuickBooks
Creating a QuickBooks Company
Using the Chart of Accounts
Entering Account Opening Balances
Lesson
3: Working with Lists in QuickBooks
Creating Company Lists
Working with the Customers &
Jobs List
Working with the Employees List
Working with the Vendors List
Adding Customized Fields
Managing Lists
Lesson
4: Setting Up Inventory in QuickBooks
Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Lesson
5: Selling Your Product in QuickBooks
Creating Product Invoices
Making Cash Sales
Lesson
6: Invoicing for Services in QuickBooks
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements
Lesson
7: Processing Payments in QuickBooks
Receiving Payments for Invoices
Making Deposits
Printing Statements
Lesson
8: Working with Bank Accounts in QuickBooks
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 in QuickBooks
Handling Expenses
Using QuickBooks for Accounts
Payable
Entering Bills
Paying Bills
Appendix
A: Using the EasyStep Interview
Using the EasyStep Interview
Appendix
B: Using Online Banking
Setting Up an Internet Connection
Activating Accounts
Reading Online Statements
Creating Online Payments
Submitting Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial
Institution
QuickBooks:
Level 2
Performance-Based
Objectives
Upon
successful completion of this course, students will be able
to:
- Customize
forms.
- Use
other QuickBooks accounts.
- Create
reports.
- C reate
graphs.
- Track
and pay sales tax.
- Do
payroll with QuickBooks.
- Estimate,
time track, and job cost.
- Write
letters.
- Synchronize
with contact management software.
Course
Content
Lesson
1: Customizing Forms in QuickBooks
Creating a Custom Template
Modifying a Template
Printing Forms
Lesson 2: Using Other QuickBooks Accounts in QuickBooks
Other QuickBooks Account Types
Tracking Credit Card Transactions
Working with Asset Accounts
Working with Liability Accounts
Understanding Equity Accounts
Lesson
3: Creating Reports in QuickBooks
Creating QuickReports
Modifying QuickReports
Memorizing QuickReports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft
Excel
Printing Reports
Lesson
4: Creating Graphs in QuickBooks
Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
Lesson
5: Tracking and Paying Sales Tax in QuickBooks
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, and 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 Letters and Envelopes
Wizard
Customizing Letter Templates
Appendix
C: Synchronizing with Contact Management Software
Overview of Synchronization
with Office or ACT! and Changing Settings
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