Getting
Around in QuickBooks
1. The Home Page
2. The Centers
3. The Menu Bar and Keyboard Shortcuts
4. The Navigators
5. The Open Window List
6. The Icon Bar
7. Customizing the Icon Bar
8. Using the Shortcuts List
9. The Chart of Accounts
10. Accounting Methods
11. Financial Reports
Creating a QuickBooks
Company File
1. Using the EasyStep Interview
2. Returning to the Easy Step Interview
3. Creating a Backup File
4. Restoring a Backup File
5. Setting Up Users
6. Single and Multiple User Modes
7. Closing Company Files
8. Opening a Company File
Using Lists
1. Using Lists
2. The Chart of Accounts
3. The Customers & Jobs Tab
4. The Customer Job List
5. The Employees Tab
6. The Employee List
7. The Vendors Tab
8. The Vendors List
9. Using Custom Fields
10. Sorting List
11. Inactivating and Reactivating List Items
12. Printing Lists
13. Renaming Lists
14. Merging List Items
Setting Up Sales
Tax
1. The Sales Tax Process
2. Setting Up Your Tax Agencies
3. Setting Up Your Tax Rates
4. Creating a Sales Tax Group
5. Setting Sales Tax Preferences
6. Indicating Who and What Is Taxed
Setting Up Inventory
1. Setting Up Inventory
2. Creating Inventory Items
3. Creating a Purchase Order
4. Receiving Items with a Bill
5. Entering Item Receipts
6. Matching Bills to Item Receipts
7. Adjusting Inventory
Setting Up Other
Items
1. Service Items
2. Non-Inventory
3. Other Charges
4. Subtotals
5. Groups
6. Discounts
7. Payments
8. Changing Item Prices
Basic Sales
1. Selecting a Sales Form
2. Creating an Invoice
3. Creating a Sales Receipt
4. Finding Old Invoices
5. Previewing Invoices
6. Printing Invoices
Using Price Levels
1. Using Price Levels
Creating Billing
Statements
1. Setting Statement Preferences
2. Entering Statement Charges
3. Applying Finance Charges and Creating Statements
Payment Processing
1. Recording Customer Payments
2. Entering a Partial Payment
3. Applying One Payment to Multiple Jobs
4. Entering Overpayments
5. Entering Down Payments or Prepayments
6. Applying Customer Credits
7. Making Deposits
Handling Refunds
1. Creating a Credit Memo and Refund Check
2. Refunding Customer Payments
Entering and Paying
Bills
1. Setting Billing Preferences
2. Entering Bills
3. Paying Bills
4. Early Bill Payment Discounts
5. Entering a Vendor Credit
6. Applying a Vendor Credit
Using
Bank Accounts
1. Using Registers
2. Writing Checks
3. Writing a Check for Inventory
4. Printing Checks
5. Transferring Funds
6. Reconciling Accounts
7. Voiding Checks
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Paying
Sales Tax
1. Sales Tax Reports
2. Using the Sales Tax Payable Register
3. Paying Your Tax Agencies
Reporting
1. Graph and Report Preferences
2. Using QuickReports
3. Zooming in on a QuickReport
4. Using Preset Reports
5. Modifying and Filtering a Report
6. Memorizing a Report
7. Memorized Report Groups
8. Printing Reports
9. Printing Forms
10.Exporting Reports to Excel
11. Saving PDF Files
Using Graphs
1. Using Graphs
Customizing Forms
1. Creating New Form Templates
2. Using the Customize Window
3. Customizing Form Templates
4. Using the Layout Designer
Estimating
1. Making Estimates for a Job
2. Duplicating Estimates
3. Invoicing From Estimates
4. Updating Job Statuses
5. Inactivating Estimates
6. Making Purchases for a Job
7. Invoicing for Job Costs
8. Using Job Reports
Time Tracking
1. Time Tracking
2. Weekly Timesheets
3. Time Enter Single Activity
4. Invoicing from Time Data
5. Using Time Reports
6. Tracking Vehicle Mileage
7. Charging Customers for Mileage
Payroll
1. The Payroll Process
2. Creating Payroll Items
3. Setting Employee Defaults
4. Setting Up Employee Payroll Information
5. Writing Paychecks to Employees
6. Voiding Paychecks
7. Tracking Your Tax Liabilities
8. Paying Your Payroll Tax Liabilities
9. Adjusting Payroll Liabilities
10. Entering Liability Refund Checks
11. Process Payroll Forms
12. Tracking Workers Compensation
Using Credit Card
Accounts
1. Creating Credit Card Accounts
2. Entering Credit Card Charges
3. Reconciling and Paying Credit Cards
Working with Asset
and Liability Accounts
1. Assets and Liabilities
2. Using an Other Current Asset
3. Removing Value from Other Current Asset Accounts
4. Creating Fixed Asset Accounts
5. Setting the Original Cost of the Fixed Assets
6. Tracking Depreciation
7. Liability Accounts
8. The Loan Manager
8. The Fixed Asset Item List
Equity Accounts
1. Equity Accounts
2. Recording an Owner's Draw
3. Making a Capital Investment
Writing Letters
With QuickBooks
1. Using the Write Letters Wizard
2. Editing Letter Templates
Company Management
1. Viewing Your Company Information
2. Setting Up Budgets
3. Using the To Do List
4. Using Reminders and Setting Preferences
5. Making Journal Entries
6. Synchronizing QuickBooks with Outlook or ACT!
7. Using the Cash Flow Projector
Using QuickBooks
Tools
1. Archiving and Condensing Data
2. Exporting Data
3. Importing Data
4. Updating QuickBooks
5. Using the Calculator
6. Using the Portable Company Files
Using the Accountant's
Review
1. Creating an Accountant's Copy
2. Using the Accountant's Copy
3. Importing Changes to Your Company File
Using Decision
Tools
1. Using Decision Tools
Using the Help
Menu
1. Using the Help and Support Center
APPENDIX A - Contractor
Edition
A.1 - The Job Costing Center
A.2 - The Contractor Menu and Navigator
A.3 - Improved Job Costing and Reporting
A.4 - Tracking and Printing Change Orders
A.5 - Custom Help Topics
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