Keep Going with QuickBooks

Course length: 1 day

Course Description

This course is a more advanced look at how to use QuickBooks to best meet the needs of your business. The main objective is to introduce you to more of QuickBooks’s features and give you an opportunity for hands-on practice. You will learn about how to create reports and graphs and use forms and other QuickBooks accounts. You will examine how to track and pay sales tax using QuickBooks, and also how to do payroll with QuickBooks. By the time you complete the course, you will have a good idea of how an accounting software package can save time and help organize business finances.

Course Objective: You will examine some of the more advanced features of QuickBooks to help meet the needs of your business.

Target Student: This course is designed for a person with no prior knowledge of how to use QuickBooks or someone familiar with the software who wants to learn new features and functionality of this version.

Prerequisites: You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Performance-Based Objectives

Upon successful completion of this course, students will be able to:
   • Customize forms.
   • Use other QuickBooks accounts.
   • Create reports.
   • Create graphs.
   • Track and pay sales tax.
   • Do payroll with QuickBooks.
   • Estimate, time track, and job cost.
   • Write letters.
   • Synchronize with contact management software.

Course Content

Lesson 1: Customizing Forms

Creating a Custom Template
Modifying a Template
Printing Forms

Lesson 2: Using Other QuickBooks Accounts

Other QuickBooks Account Types
Tracking Credit Card Transactions
Working with Asset Accounts
Working with Liability Accounts
Understanding Equity Accounts

Lesson 3: Creating Reports

Creating QuickReports
Modifying QuickReports
Memorizing QuickReports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft Excel
Printing Reports

Lesson 4: Creating Graphs

Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

Lesson 5: Tracking and Paying Sales Tax

Using Sales Tax in QuickBooks
Setting up Tax Rates and Agencies
Determining What You Owe
Paying Your Tax Agencies

Lesson 6: Doing Payroll with QuickBooks

Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Printing Forms 940 and 941

Appendix A: Estimating, Time Tracking, and Job Costing

Creating Job Estimates
Creating an Invoice from an Estimate
Displaying Project Reports for Estimates
Updating the Job Status
Tracking Time
Displaying Project Reports for Time Tracking
Displaying Other Project Reports

Appendix B: Writing Letters

Using the Letters and Envelopes Wizard
Customizing Letter Templates