You will learn how to perform various transactions within this class. Also, learn how to customize forms, create reports, how to use other QuickBooks accounts, track and pay sales tax, how to use online banking, and more. You must take QuickBooks Part I class (or have used QuickBooks for at least three months) before taking this class.
Prerequisite: You must take our regular QuickBooks class (or have used QuickBooks for at least three months) before taking this class.
Course 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
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
- 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
