Font size:


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


Upon successful completion of this course, students will 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


You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.


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 Memorized Transactions Topic 1E: Using a Memorized Transaction Topic 1F: Printing the Memorized Transaction List Lesson 2: Customizing Forms Topic 2A: Creating a Custom Template Topic 2B: Modifying a Template Topic 2C: Printing Forms 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 Lesson 4: Creating Reports Topic 4A: Creating QuickReports Topic 4B: Modifying QuickReports Topic 4C: Memorizing QuickReports Topic 4D: Running Preset Reports Topic 4E: Modifying Preset Reports Topic 4F: Exporting Reports to Microsoft Excel Topic 4G: Printing Reports 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 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 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: Writing a Payroll Check Topic 7E: Printing Paycheck Stubs Topic 7F: Tracking Your Tax Liabilities Topic 7G: Paying Payroll Taxes Appendix A: Using Online Banking Setting Up an Internet Connection Activating Online Services Viewing, Downloading, and Matching Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Sending E-mail to Your Financial Institution Appendix B: Sharing Files with an Accountant Saving an Accountant's Copy Importing an Accountant's Changes Removing an Accountant's Copy Restrictions Using the an 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 Using the Letters and Envelopes Wizard Customizing Letter Templates


Standard and Professional Desktop Application & Professional Development classes may be cancelled or rescheduled by the client at least four (4) business days in advance without penalty. A full credit (no refunds) will be applied to future training on all cancelled classes that meet the above-stated criteria. A cancellation fee equal to the course fee will be incurred if a student provides less than 4 days’ notice for any Standard or Professional Desktop Applications, or Professional Development Skills class cancellations. Technical courses or Private classes may be cancelled or rescheduled (no refunds) greater than two weeks in advance without charge. The client is responsible for 50% of the class fee if a technical or private class is canceled or rescheduled within two weeks of the class date, and full price if the course is canceled or rescheduled within one week of the class date.

The course you have selected has limited or no upcoming scheduled training dates!

Please browse similar courses or request more information for assistance.'s training support team will respond within one business day with relevant offerings.