2-Day QuickBooks Workshop w/Carol Whitson

Day 1: Get Going w/QuickBooks
Course Description

Course Objective: You will use the basic features of QuickBooks to record and track your business transactions.

Target Student: This course is designed for persons who have no prior knowledge of how to use QuickBooks, or for persons who are familiar with the software and want to learn about the new features and functionality of QuickBooks 2010.

Prerequisites: To ensure successful completion of QuickBooks 2010, students need to have a basic understanding of the computer operating system.

Course Objectives

Upon successful completion of this course, students will be able to:

• explore the QuickBooks interface and access the QuickBooks centers available in QuickBooks 2010 to familiarize yourself with the application.
• set up a company and update the Chart of Accounts using the EasyStep Interview Wizard feature.
• build and manage lists using the options available in the QuickBooks centers.
• manage inventory using the options in the Vendor Center.
• record a product sale in QuickBooks using the options in the Customer Center.
• create invoice for services using the options in the Vendors Center.
• work with bank accounts using the options provided in the Banking section of the QuickBooks interface.

Course Content

Lesson 1: Getting Started with QuickBooks 2010

Topic 1A: Explore the QuickBooks Interface

Topic 1B: Access the QuickBooks Centers

Topic 1C: Use QuickBooks Help

Lesson 2: Entering Company Details

Topic 2A: Create a Company

Topic 2B: Update the Chart of Accounts

Topic 2C: Save a Copy of the Company

Lesson 3: Building QuickBooks Lists

Topic 3A: Build Employees Lists

Topic 3B: Build Item Lists

Topic 3C: Build Customers and Jobs Lists

Topic 3D: Build Vendors Lists

Topic 3E: Modify Multiple List Entries

Topic 3F: Manage Lists

Lesson 4: Managing Inventory

Topic 4A: Place Purchase Orders

Topic 4B: Record Receipt of Inventory

Topic 4C: Make Payments

Topic 4D: Update Inventory Manually

Lesson 5: Recording Product Sales

Topic 5A: Create a Product Invoice

Topic 5B: Record a Cash Sale

Topic 5C: Prepare a Credit Memo

Topic 5D: Track Customer Payments

Lesson 6: Creating Service Invoices

Topic 6A: Create a Service Invoice

Topic 6B: Record Statement Charges

Topic 6C: Generate a Billing Statement

Lesson 7: Managing Bank Accounts

Topic 7A: Record Deposits

Topic 7B: Pay Using Checks

Topic 7C: Maintain the Check Register

Topic 7D: Transfer Funds Between Accounts

Topic 7E: Reconcile the Accounts

 Day 2: Keep Going With QuickBooks® 2013 for Windows
Course Description

Delivery Method:  Instructor led training

Performance-Based Objectives

• Customize forms
• Use other QuickBooks accounts
• Create reports
• Create graphs
• Track and pay sales tax
• Prepare payroll with QuickBooks
• Estimate, time track, and job cost
• Write letters

Course Content

Lesson 1: Customizing Forms

Topic 1A: Creating a Custom Template

Topic 1B: Modifying a Template

Topic 1C: Printing Forms

Lesson 2: Using Other QuickBooks Accounts

Topic 2A: Other QuickBooks Account Types

Topic 2B: Working with Credit Card Transactions

Topic 2C: Working with Fixed Assets

Topic 2D: Working with Long-Term Liability Accounts

Topic 2E: Using the Loan Manager

Topic 2F: Understanding Equity Accounts

Lesson 3: Creating Reports

Topic 3A: Creating QuickReports

Topic 3B: Modifying QuickReports

Topic 3C: Memorizing QuickReports

Topic 3D: Running Preset Reports

Topic 3E: Modifying Preset Reports

Topic 3F: Exporting Reports to Microsoft Excel

Topic 3G: Printing Reports

Lesson 4: Creating Graphs

Topic 4A: Creating QuickInsight Graphs

Topic 4B: Using QuickZoom with Graphs

Topic 4C: Working with the Sales Graph

Topic 4D: Customizing Graphs

Topic 4E: Printing Graphs

Lesson 5: Tracking and Paying Sales Tax

Topic 5A: Using Sales Tax in QuickBooks

Topic 5B: Setting Up Tax Rates and Agencies

Topic 5C: Indicating Who and What Gets Taxed

Topic 5D: Applying Tax to Each Sale

Topic 5E: Determining What You Owe

Topic 5F: Paying Your Tax Agencies

Lesson 6: Preparing Payroll with QuickBooks

Topic 6A: Using Payroll Tracking

Topic 6B: Setting Up for Payroll

Topic 6C: Setting Up Employee Payroll Information

Topic 6D: Writing a Payroll Check

Topic 6E: Printing Paycheck Stubs

Topic 6F: Tracking Your Tax Liabilities

Topic 6G: Paying Payroll Taxes

Topic 6H: Printing Forms 940 and 941

Appendix A: 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

Displaying Other Job Reports

Appendix B: Writing Letters

Using the Letters and Envelopes Wizard

Customizing Letter Templates

 2 Day: 8:30 – 4:30 *Student can opt to register for one or both days*