Performance-Based Objectives
for learning QuickBooks
Upon successful completion of this QuickBooks course, students will be able to:
QuickBooks:
Set up a company
QuickBooks: Work
with lists.
QuickBooks: Set
up inventory.
QuickBooks: Sell
their product
QuickBooks:
Invoice for services
QuickBooks: Process
payments
QuickBooks: Work
with bank accounts.
QuickBooks: Enter
and pay bills.
QuickBooks: Use
the EasyStep Interview
QuickBooks: Use
online banking
Training Content for Day 1: Getting Started
with QuickBooks
Lesson 1: Getting Started
Starting QuickBooks
Identifying Components of the QuickBooks
Operating Environment in QuickBooks
Opening QuickBooks Centers
Opening Other QuickBooks Windows
Identifying Common Business Terms
Setting Up QuickBooks in Multi-User Mode
Exiting QuickBooks
Lesson 2: Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts in QuickBooks
Entering Account Opening Balances
Lesson 3: Working with Lists
Creating Company Lists in QuickBooks
Working with the QuickBooks Customers & Jobs List
Working with the QuickBooks Employees List
Working with the QuickBooks Vendors List
Adding Customized Fields
Managing QuickBooks Lists
Lesson 4: Setting Up Inventory
Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Lesson 5: Selling Your Product
Creating Product Invoices
Making Cash Sales
Lesson 6: Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements
Lesson 7: Processing Payments
Receiving Payments for Invoices
Making Deposits
Printing Statements
Lesson 8: Working with Bank Accounts
Writing a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Appendix A: Using the EasyStep Interview
Using the EasyStep Interview
Appendix B: Using Online Banking
Setting Up an Internet Connection
Activating Accounts
Reading Online Statements
Creating Online Payments
Submitting Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution
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Performance-Based Objectives for learning QuickBooks
Upon successful completion of this course, students will be able to:
QuickBooks: Customize
forms
QuickBooks: Use
other
QuickBooks
accounts
QuickBooks:
Create reports
QuickBooks: Create
graphs
QuickBooks:
Track and pay sales tax
QuickBooks: Do
payroll with QuickBooks
QuickBooks:
Write letters
QuickBooks:
Synchronize with contact management software.
Training Content for Day 2: Keep Going with
QuickBooks
Lesson 1: Customizing Forms
Creating a Custom Template
Modifying a QuickBooks 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 Quick Reports
Modifying Quick Reports
Memorizing Quick Reports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft Excel
Printing Reports
Lesson 4: Creating Graphs
Creating Quick Insight 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
Appendix C: Synchronizing with Contact Management Software
Categorizing Contact Names in Microsoft Outlook or ACT!
Synchronizing with Microsoft Office of ACT!
Changing Synchronization Settings |
