QuickBooks - Level 2
Learning Method: Instructor-led Classroom Learning
Duration: 2.00 Days
Overview:
Learn more advanced QuickBooks features like customizing forms, creating reports and graphs, tracking and paying sales tax, doing payroll, job costing, writing letters, and synchronizing with contact management software.
At Course Completion:
Experienced QuickBooks users will quickly learn new features and functionality of QuickBooks.
Pre-requisite(s): QuickBooks - Level 1
Course Outline:
Lesson 1: Customizing Forms
- Creating a Custom Template
- Modifying a Template
- Printing Forms
Lesson 2: Using Other QuickBooks Accounts
- Using Other QuickBooks Account Types
- Tracking Credit Card Transactions
- Working with Asset Accounts
- Working with Liability Accounts
- Understanding Equity Accounts
Lesson 3: Creating Reports
- Creating QuickReports
- Modifying QuickReports
- Memorizing QuickReports
- Running Preset Reports
- Modifying Preset Reports
- Exporting Reports to Microsoft Excel
- Printing Reports
Lesson 4: Creating Graphs
- Creating QuickInsight Graphs
- Creating a New Graph
- 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
Lesson 7: Estimating, Time Tracking, and Job Cost
- 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
Lesson 8: Writing Letters
- Using the Write Letters Wizard
- Designing a Letter
Lesson 9: Synchronizing with Contact Management Software
- Categorizing Contact Names in Microsoft Outlook or ACT!
- Synchronizing with Microsoft Outlook or ACT!
- Changing Synchronization Settings
