QuickBooks 2003 - Level 2 Training Class

Lesson 1: Customizing Forms

Creating a Custom Template
Modifying a Template
Printing Forms

Lesson 2: Using Other QuickBooks Accounts

Using Other QuickBooks Account Types
Tracking Credit Card Transactions
Working with Asset Accounts
Working with Liability Accounts
Understanding Equity Accounts

Lesson 3: Creating Reports

Creating QuickReports
Modifying QuickReports
Memorizing QuickReports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft Excel
Printing Reports

Lesson 4: Creating Graphs

Creating QuickInsight Graphs
Creating a New Graph
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

Lesson 5: Tracking and Paying Sales Tax

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

Lesson 7: Estimating, Time Tracking, and Job Cost

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

Lesson 8: Writing Letters

Using the Write Letters Wizard
Designing a Letter

Lesson 9: Synchronizing with Contact Management Software

Categorizing Contact Names in Microsoft
Outlook or ACT!
Synchronizing with Microsoft Outlook or ACT!
Changing Synchronization Settings