QuickBooks Desktop Part 2 – Class Outline
Lesson 1 – Memorizing Transactions
- Entering a New Memorized Transaction
- Ending a Memorized Transaction
- Deleting a Memorized Transaction
- Grouping Memorized Transactions
- Using a Memorized Transaction
- Printing the Memorized Transaction List
- Review
Lesson 2 – Customizing Forms
- Creating a Custom Template
- Modifying a Template
- Printing Forms
- Review
Lesson 3 – Using Other QuickBooks Accounts
- Other QuickBooks Account Types
- Working With Credit Card Transactions
- Working with Fixed Assets
- Working With Long-Term Liability Accounts
- Using Loan Manager
- Review
Lesson 4 – Creating Reports
- Working with QuickReports
- Working with Preset Reports
- Sharing Reports
- Exporting Reports To Microsoft Excel
- Printing Reports
- Review
Lesson 5 – Creating Graphs
- Creating QuickInsight Graphs
- Using QuickZoom with Graphs
- Working With the Sales Graphs
- Customizing Graphs
- Printing Graphs
- Review
Lesson 6 – 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
Lesson 7 – 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
Appendix A – Using Online Banking
- Setting Up an Internet Connection
- Setting Up Bank Feeds for Accounts
- Viewing, Downloading, and Adding Online Transaction
- Creating Online Payments
- Transferring Funds Online
- Canceling Online Payments
- Review
Appendix B – Managing Company Files
- Using QuickBooks in Multi-user Mode
- Setting up Users and Passwords
- Setting a Closing Date
- Saving an Accountants Copy
- Updating QuickBooks
- Backing up and Restoring a Company File
- Condensing a Company File
- Review
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
- Review
Appendix D – Writing Letters
- Using the Letters and Envelopes Wizard
- Customizing Letter Templates
- Review