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This training guide is dedicated to providing you with a flexible, high-performance learning system.


COURSE 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 OUTLINE:


Before You Get Started

  • Introduction
  • How to Use This Guide
  • Prerequisites
  • System Requirements
  • Customized Settings for This Guide
  • Training Objectives
  • The Training CD
  • Evaluation Criteria
  • Ordering Training Guides

Memorizing Transactions

  • Entering a New Memorized Transaction
  • Editing a Memorized Transaction
  • Deleting a Memorized Transaction
  • Grouping Memorized Transactions
  • Using a Memorized Transaction
  • Printing the Memorized Transaction List
  • Review

Customizing Forms

  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms
  • Review

Using Other QuickBooks Accounts

  • Other QuickBooks Account Types
  • Working with Credit Card Transactions
  • Working with Fixed Assets
  • Working with Long-Term Liability Accounts
  • Using the Loan Manager
  • Review

Creating Reports

  • Working with QuickReports
  • Working with Preset Reports
  • Sharing Reports
  • Exporting Reports to Microsoft Excel
  • Printing Reports
  • Review

Creating Graphs

  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working with the Sales Graph
  • Customizing Graphs
  • Printing Graphs
  • Review

Tracking and Paying Sales Tax

  • Using Sales Tax in QuickBooks
  • Setting Up Tax Rates and Agencies
  • Indicating Who and What Gets Taxed
  • Applying Tax to Each Sale
  • Determining What You Owe
  • Paying Your Tax Agencies
  • Review

Preparing Payroll with QuickBooks

  • Using Payroll Tracking
  • Setting Up for Payroll
  • Setting Up Employee Payroll Information
  • Setting Up a Payroll Schedule
  • Writing a Payroll Check
  • Printing Paycheck Stubs
  • Tracking Your Tax Liabilities
  • Paying Payroll Taxes
  • Preparing Payroll Tax Forms
  • Review

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
  • Review

Managing Company Files

  • Using QuickBooks in Multi-User Mode
  • Setting Up Users and Passwords
  • Setting a Closing Date
  • Sharing Files with an Accountant
  • Updating QuickBooks
  • Backing Up and Restoring a Company File
  • Condensing a Company File
  • Review

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
  • Review

Writing Letters

  • Using the Letters and Envelopes Wizard
  • Customizing Letter Templates
  • Review

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