Keep Going with QuickBooks w/Carol Whitson
Course Description:
Keep Going with QuickBooks is for students already familiar with Intuit QuickBooks wanting to advance their skills and improve performance. The topics range from Memorizing Transactions, Customizing Forms to Sharing Files with an Accountant. This course combines hands-on examples in a computer and lecture by one of our highly qualified QuickBooks instructors.
After completing this training guide, you should 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
Course Content
- 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 a Memorized Transaction
- Topic 1E: Using a Memorized Transaction
- Topic 1F: Printing the Memorized Transaction List
- Topic 1G: Review
- Lesson 2: Customizing Forms
- Topic 2A: Creating a Custom Template
- Topic 2B: Modifying a Template
- Topic 2C: Printing Forms
- Topic 2D: Review
- 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
- Topic 3F: Review
- Lesson 4: Creating Reports
- Topic 4A: Creating QuickReports
- Topic 4B: Customizing QuickReports
- Topic 4C: Memorizing QuickReports
- Topic 4D: Running Preset Reports
- Topic 4E: Customizing Preset Reports
- Topic 4F: Sharing Reports
- Topic 4G: Exporting Reports to Microsoft Excel
- Topic 4H: Printing Reports
- Topic 4I: Review
- 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
- Topic 5F: Review
- 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
- Topic 6G: Review
- 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: Setting Up a Payroll Schedule
- Topic 7E: Writing a Payroll Check
- Topic 7F: Printing Paycheck Stubs
- Topic 7G: Tracking Your Tax Liabilities
- Topic 7H: Paying Payroll Taxes
- Topic 7I: Preparing Payroll Tax Forms
- Topic 7J: Review