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Duration:
Instructor-led Classroom Learning - 1.00 Day(s)
Online Anytime - Self Paced
Mentored Learning - Flexible
Overview:
In this course, students will examine some of the more advanced features
of QuickBooks to help meet the needs of your business.
Who Should Attend:
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.
At Course Completion:
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.
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| Prerequisite(s) or equivalent knowledge:
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QuickBooks 2006 - Level 1
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| Outline: |
| Lesson 1: Customizing Forms |
Creating a Custom Template
Modifying a Template
Printing Forms
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| 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
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| Lesson 3: Creating Reports |
Creating QuickReports
Modifying QuickReports
Memorizing QuickReports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft Excel
Printing Reports
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| Lesson 4: Creating Graphs |
Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
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| 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
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| 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 |
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On-Site Training
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