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
QuickBooks Solutions
in Pittsburgh, PA

www.MyQuickBooksAccountant.com
Phone:  412-848-3164
Susan@MyQuickBooksAccountant.com