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QUICKBOOKS CERTIFICATION PACKAGE
This course is designed to provide students with an introduction to QuickBooks accounting features to set up and run a product and/or service based business. In this course, students will learn how to set up a new company in QuickBooks, invoice customers and collect payment, enter and pay vendor bills, set up inventory, and reconcile the bank account.
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| GET GOING WITH QUICKBOOKS |
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Getting Started
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Start QuickBooks, Set QuickBooks Preferences, Identify Components of the QuickBooks Operating Environment, Use QuickBooks Help, Identify Common Business Terms, Exit QuickBooks |
| Setting Up a Company |
Create a QuickBooks company, Use the Chart of Accounts |
| Working With Lists |
Create Company Lists, Work with the Customers & Jobs list, Work with the Employees list, Work with the Vendors list, Work with the Items list, Work with Other lists, Manage lists |
| Setting Up Inventory |
Enter Inventory, Order Inventory, Receive Inventory, Pay for Inventory, Manually Adjust Inventory |
| Selling Your Product |
Create Product Invoices, Apply Credit to Invoices, E-mail Invoices, Set Price Levels, Create Sales Receipts |
| Invoicing for Services |
Set Up a Service Item, Change the Invoice Format, Create a Service Invoice Edit an Invoice, Void an Invoice Delete an Invoice, Enter Statement Charges, Create Billing Statements |
| Processing Payments |
Display the Open Invoices Report, Use the Income Tracker, Receive Payments for Invoices, Make Deposits, Handle Bounced Checks |
| Working With Bank Accounts |
Write a QuickBooks check, Void a QuickBooks check, Use bank account registers, Enter a handwritten check, Transfer funds between accounts Reconcile checking accounts |
| Entering and Paying Bills |
Handle expenses, Use QuickBooks for Accounts Payable, Enter Bills, Pay Bills, Enter Vendor Credit |
| KEEP GOING WITH QUICKBOOKS |
Memorizing
Transactions |
Entering a new memorized transaction, Editing a memorized transaction, Deleting a memorized transaction, Grouping memorized transactions, Using a memorized transaction, Printing the memorized transaction list |
| Customizing Forms |
Creating a Custom Template, Modifying a Template, Printing Forms |
Using Other
QuickBooks Accounts |
Other QuickBooks Account Types, Working with Credit Card Transactions, Working With Fixed Assets, Working With Long-term Liability Accounts, Using the Loan Manager |
| Creating Reports |
Working with Quick Reports, Working with Preset Reports, Sharing Reports Exporting Reports To Microsoft Excel, Printing Reports |
| Creating Graphs |
Creating Quick Insight Graphs, Using Quick Zoom with Graphs, Working With the Sales Graph, Customizing Graphs, Printing Graphs |
Tracking and Paying
Sales Tax |
Using Sales Tax in QuickBooks, Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed, Applying Tax to Each Sale, Determining What You Owe, Paying Your Tax Agencies |
| Preparing Payroll with QuickBooks |
Setting Up For Payroll, Setting Up Employee Payroll Information, Setting Up a Payroll Schedule, Writing a Payroll Check, Printing Paycheck Stubs, Tracking Tax Liabilities, Paying Payroll Taxes, Preparing Payroll Tax Forms |
| Using Online Banking |
Setting up an Internet Connection, Setting up Bank Feeds for Accounts, Viewing, Downloading, and Adding Online Transactions, Creating Online Payments, Transferring Funds Online, Canceling Online Payments |
Managing
Company Files |
Using QuickBooks in Multi-User Mode, Setting up Users and Passwords, Setting a Closing Date, Sharing Files with an Accountant, Updating QuickBooks, Backing up and Restoring a Company File, Condensing a Company File |
| 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, Display Other Jobs Reports |
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Categories
 AVAILABLE COURSES
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