Course Description
The QuickBooks Desktop Advanced Training course teaches the advanced features and functionality of Intuit's desktop software application. Moreover, you will learn how to customize forms, create reports, create graphs and track and pay sales tax. In the QuickBooks Desktop Advanced Training course, you will also learn how to prepare your payroll, utilize Online Banking and create Estimates, time tracking and job costing.
Objectives
Lesson objectives help you become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of the QuickBooks Desktop Advanced Training course, you will be able to:
• Memorize Transactions
• Customize Forms
• Memorize Transactions
• Use other QuickBooks Accounts
• Create Reports
• Create Graphs
• Track and Pay Sales Tax
• Prepare Payroll with QuickBooks
• Use Online Banking
• Manage Company Files
• Create Estimates, Time Tracking and Job Costing
• Use the Letters and Envelopes Wizard
Agenda
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
Customizing Forms
• Creating a Custom Template
• Modifying a Template
• Printing Forms
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
Creating Reports
• Working with QuickReports
• Working with Preset Reports
• Sharing Reports
• Exporting Reports to Microsoft Excel
• Printing Reports
Creating Graphs
• Creating QuickInsight Graphs
• Using QuickZoom with Graphs
• Working with the Sales Graph
• Customizing Graphs
• Printing Graphs
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
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
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
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
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
Writing Letters
• Using the Letters and Envelopes Wizard
• Customizing Letter Templates