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This course is for anyone who requires a business accounting program and wants to get the most out of using QuickBooks.
This is self-paced, internet-based training -- there are no books to purchase and no scheduled classes to attend.
After completing QuickBooks tutorials, the user should be able to:
- Start QuickBooks for the first time
- Describe the periodic activities that QuickBooks will help users perform
- Begin the EasyStep Interview that QuickBooks uses to find out about a company
- Enter basic company information that QuickBooks needs
- Set up the standard list of accounts that QuickBooks provides
- Choose preferences and features for use in QuickBooks
- Set up income and expense accounts
- Create billable items
- Establish inventory and opening balances
- Set up payroll
- Enter bills and deposits made in the past
- Enter received bills and invoices
- Show money received
- Enter payroll and other payments
- Find more help in QuickBooks
- Add and delete accounts
- Use the standard account list
- Print a chart of accounts list and graphs
- Find and add items to lists
- View items in lists
- Manage invoices, prices, receipts, and bills for items in lists
- Create customer, vendor, and employee lists
- Generate item reports and graphs
- Create an invoice
- Track invoices
- Record payments
- Collect sales tax
- Manage sales tax
- Receive goods
- Write and print checks
- Reconcile bank accounts with QuickBooks records
- Record cash transactions
- Operate QuickBooks' income tracking system
- Manage inventory
- Create inventory reports
- Calculate the worth of fixed assets
- Produce standard QuickBooks reports
- Customize reports
- Manage payroll
- Set up employees
- Update employee records
- Create payroll checks
- Make payments to independent contractors
- Manage W-2s
- Manage employee taxes
- Pay withheld taxes
- Print tax forms
- Create tax reports
- Choose an online bank and open an account
- Manage online transactions
- Create a budget
- View budget reports
- Create a forecast
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