Getting Started

  • Getting around in QuickBooks
  • All the accounting you need to know
  • Exiting QuickBooks
  • Moving between company files

Setting Up a QuickBooks File

  • Creating a QuickBooks company
  • Entering company info
  • Customizing QuickBooks for your business
  • Setting up your business accounting
  • Completing company file setup

Working with Lists

  • Using QuickBooks lists
  • Editing the chart of accounts
  • Working with the Customers & Jobs list
  • Working with the Employee Center
  • Working with the Vendor Center
  • Adding custom fields
  • Managing lists

Working with Bank Accounts

  • Writing a QuickBooks check
  • Using bank account registers
  • Entering a handwritten check
  • Transferring money between accounts
  • Reconciling checking accounts

Using Other Accounts

  • Other account types in QuickBooks
  • Tracking credit card transactions
  • Working with asset accounts
  • Working with liability accounts
  • Understanding equity accounts

Entering Sales Information

  • Using sales forms in QuickBooks
  • Filling in a sales form
  • Memorizing a sale
  • Entering a new service item
  • Using multiple price levels
  • Reminding customers of overdue payments
  • Processing sales orders
  • Tracking back orders

Receiving Payments and Making Deposits

  • Recording customer payments
  • Making deposits
  • Processing credit card payments  
Entering and Paying Bills

  • Handling bills in QuickBooks
  • Using QuickBooks for accounts payable
  • Entering bills
  • Paying bills

Analyzing Financial Data

  • Creating QuickReports
  • Creating and customizing preset reports
  • Printing reports from QuickBooks
  • Exporting reports to Microsoft Excel

Setting up Inventory in QuickBooks

  • Entering products into inventory
  • Ordering products
  • Receiving inventory
  • Entering a bill for inventory
  • Manually adjusting inventory
  • Tracking finished goods
  • Using units of measure

Tracking and Paying Sales Tax in QuickBooks

  • Setting up your tax rates and agencies
  • Applying tax to each sale
  • Determining what you owe
  • Paying your tax agencies

Doing Payroll with QuickBooks (This session is 3 Hours)

  • Setting up employee payroll information
  • Running a payroll schedule
  • Tracking your tax liabilities
  • Understanding and Paying payroll taxes
  • Understand pay types, taxes, vacation, sick time,
    and more.

Estimating and Progress Invoicing

  • Creating jobs and estimates and QuickBooks
  • Writing an estimate
  • Creating multiple estimates
  • Creating an invoice from an estimate
  • Displaying reports for estimates
  • Updating job status

Tracking Time

  • Tracking time and mileage
  • Invoicing a customer for time and mileage
  • Displaying project reports for time tracking
  • Paying non-employees for time worked

Customizing Forms and Letters

  • Customizing invoices
  • Designing custom layouts for forms
QuickBooks 2 Day Training Class Topic List

Detailed descriptions of each training topic is listed below.  
Please feel free to contact me if you have any questions.
Intuit Solution Provider
www.MyQuickBooksAccountant.com
Phone:  412-848-3164
Susan@MyQuickBooksAccountant.com