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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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