Keep Going With QuickBooks 2014

Course Description

Course length: 8 Hours


This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

Delivery Method:  


Performance-Based Objectives

After completing this training guide, you should be able to:

  • 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 a Memorized Transaction

Topic 1E: Using a Memorized Transaction

Topic 1F: Printing the Memorized Transaction List

Topic 1G: Review


Lesson 2: Customizing Forms

Topic 2A: Creating a Custom Template

Topic 2B: Modifying a Template

Topic 2C: Printing Forms

Topic 2D: Review


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

Topic 3F: Review


Lesson 4: Creating Reports

Topic 4A: Working with QuickReports

Topic 4B: Working with Preset Reports

Topic 4C: Sharing Reports

Topic 4D: Exporting Reports to Microsoft Excel

Topic 4E: Printing Reports

Topic 4F: Review


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

Topic 5F: Review


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

Topic 6G: Review


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: Setting Up a Payroll Schedule

Topic 7E: Writing a Payroll Check

Topic 7F: Printing Paycheck Stubs

Topic 7G: Tracking Your Tax Liabilities

Topic 7H: Paying Payroll Taxes

Topic 7I: Preparing Payroll Tax Forms

Topic 7J: Review

Appendix A: Using Online Banking

Setting Up an Internet Connection

Setting Up Bank Feeds for Accounts

Viewing, Downloading, and Adding Online Transactions

Creating Online Payments

Transferring Funds Online

Canceling Online Payments



Appendix B: Sharing Files with an Accountant

Saving an Accountant’s Copy

Importing an Accountant’s Changes

Removing Accountant’s Copy Restrictions

Using the Accountant’s Copy File Transfer Service



Appendix C: Estimating, Time Tracking, and Job Costing

Creating Job Estimates

Creating an Invoice from an Estimate

Displaying Reports for Estimates

Updating the Job Status

Tracking Time

Displaying Reports for Time Tracking

Tracking Vehicle Mileage

Displaying Vehicle Mileage Reports

Displaying Other Job Reports



Appendix D: Writing Letters