Keep Going with Quickbooks

1 Day

Description

Course Description

This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

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

Upcoming Classes

Classroom Live
October 25, 2017

Eagan-KTCS, MN
$275.00
1 Day    9:00am - 5:00pm
view class details and enroll
Classroom Live
April 18, 2018

Eagan-KTCS, MN
$275.00
1 Day    9:00am - 5:00pm
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

  • 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
  • Appendix A: Using Online Banking
    • Setting Up an Internet Connection
    • Activating Online Services
    • Viewing, Downloading, and Matching Online Transactions
    • Creating Online Payments
    • Transferring Funds Online
    • Canceling Online Payments
    • Review
  • Appendix B: Sharing Files with an Accountant
    • Saving an Accountants Copy
    • Importing an Accountants Changes
    • Removing Accountants Copy Restrictions
    • Using the Accountants Copy File Transfer Service
    • 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

Upcoming Classes

Classroom Live
October 25, 2017

Eagan-KTCS, MN
$275.00
1 Day    9:00am - 5:00pm
view class details and enroll
Classroom Live
April 18, 2018

Eagan-KTCS, MN
$275.00
1 Day    9:00am - 5:00pm
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

This class is for:

  • The Business Owner who wants to understand and manage their own finances
  • The Finance or Office manager doing the work but needs to sharpen their QuickBooks skills
  • The Consultant helping businesses with accounting and tax preparation but are not familiar with all the functions and tools in QuickBooks

Upcoming Classes

Classroom Live
October 25, 2017

Eagan-KTCS, MN
$275.00
1 Day    9:00am - 5:00pm
view class details and enroll
Classroom Live
April 18, 2018

Eagan-KTCS, MN
$275.00
1 Day    9:00am - 5:00pm
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Comments

Upcoming Classes

Classroom Live
October 25, 2017

Eagan-KTCS, MN
$275.00
1 Day    9:00am - 5:00pm
view class details and enroll
Classroom Live
April 18, 2018

Eagan-KTCS, MN
$275.00
1 Day    9:00am - 5:00pm
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date