Keep Going with QuickBooks 2015

Course Description

Course length: 8 Hours

Overview

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:  

Instructor-led

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

Memorizing Transactions 1

Topic 1A: Entering a New Memorized Transaction

Topic 1B: Editing a Memorized Transaction

Topic 1C: Deleting a Memorized Transaction

Topic 1D: Grouping Memorized Transactions

Topic 1E: Using a Memorized Transaction

Topic 1F: Printing the Memorized Transaction List

Topic 1G: Review

 

Customizing Forms 2

Topic 2A: Creating a Custom Template

Topic 2B: Modifying a Template

Topic 2C: Printing Forms

Topic 2D: Review

 

Using Other QuickBooks Accounts 3

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

 

Creating Reports 4

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

 

Creating Graphs 5

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

 

Tracking and Paying Sales Tax 6

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

 

Preparing Payroll with QuickBooks 7

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

 

Using Online Banking A

Topic A1: Setting Up an Internet Connection

Topic A2: Setting Up Bank Feeds for Accounts

Topic A3: Viewing, Downloading, and Adding Online Transactions

Topic A4: Creating Online Payments

Topic A5: Transferring Funds Online

Topic A6: Canceling Online Payments

Topic A7: Review

 

Managing Company Files B

Topic B1: Using QuickBooks in Multi-User Mode

Topic B2: Setting Up Users and Passwords

Topic B3: Setting a Closing Date

Topic B4: Sharing Files with an Accountant

Topic B5: Updating QuickBooks

Topic B6: Backing Up and Restoring a Company File

Topic B7: Condensing a Company File

Topic B8: Review

 

Estimating, Time Tracking, and Job Costing C

Topic C1: Creating Job Estimates

Topic C2: Creating an Invoice from an Estimate

Topic C3: Displaying Reports for Estimates

Topic C4: Updating the Job Status

Topic C5: Tracking Time

Topic C6: Displaying Reports for Time Tracking

Topic C7: Tracking Vehicle Mileage

Topic C8: Displaying Vehicle Mileage Reports

Topic C9: Displaying Other Job Reports

Topic C10: Review

 

Writing Letters D

Topic D1: Using the Letters and Envelopes Wizard

Topic D2: Customizing Letter Templates

Topic D3: Review