2-Day QuickBooks Workshop w/Carol Whitson

Day 1: Get Going w/QuickBooks
Course Specifications

Course number: TLR0811
Course length: 2 day
Software: QuickBooks® Pro 2013 

Course Description

This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

Prerequisites:  You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Delivery Method:  Instructor-led or self-paced

Performance-Based Objectives

• Set up a company
• Work with lists
• Set up inventory
• Sell your product
• Invoice for services
• Process payments
• Work with bank accounts
• Enter and pay bills
• Use the EasyStep Interview

Course Content

Lesson 1: Getting Started

Topic 1A: Starting QuickBooks

Topic 1B: Setting QuickBooks Preferences

Topic 1C: Identifying Components of the QuickBooks Operating Environment

Topic 1D: Using QuickBooks Help

Topic 1G: Identifying Common Business Terms

Topic 1H: Setting Up QuickBooks in Multi-User Mode

Topic 1I: Updating QuickBooks

Topic 1J: Backing Up and Restoring a Company File

Topic 1K: Exiting QuickBooks

Topic 1L: Review

Lesson 2: Setting Up a Company

Topic 2A: Creating a QuickBooks Company

Topic 2B: Using the Chart of Accounts

Topic 2C: Setting Up a Password

Topic 2D: Setting a Closing Date

Topic 2E: Review

Lesson 3: Working with Lists

Topic 3A: Creating Company Lists

Topic 3B: Working with the Customers & Jobs List

Topic 3C: Working with the Employees List

Topic 3D: Working with the Vendors List

Topic 3E: Working with the Items List

Topic 3F: Working with Other Lists

Topic 3G: Managing Lists

Topic 3H: Review

Lesson 4: Setting Up Inventory

Topic 4A: Entering Products into Inventory

Topic 4B: Ordering Products

Topic 4C: Receiving Inventory

Topic 4D: Paying for Inventory

Topic 4E: Manually Adjusting Inventory

Topic 4F: Review

Lesson 5: Selling Your Product

Topic 5A: Creating Product Invoices

Topic 5B: Applying Credit to Invoices

Topic 5C: E-mailing Invoices

Topic 5D: Setting Price Levels

Topic 5E: Making Cash Sales

Topic 5F: Review

Lesson 6: Invoicing for Services

Topic 6A: Setting Up a Service Item

Topic 6B: Changing the Invoice Format

Topic 6C: Creating a Service Invoice

Topic 6D: Editing an Invoice

Topic 6E: Voiding an Invoice

Topic 6F: Deleting an Invoice

Topic 6G: Entering Statement Charges

Topic 6H: Creating Billing Statements

Topic 6I: Review

Lesson 7: Processing Payments

Topic 7A: Displaying the Open Invoices Report

Topic 7B: Using the Collections Center

Topic 7C: Receiving Payments for Invoices

Topic 7D: Making Deposits

Topic 7E: Handling Bounced Checks

Topic 7F: Review

Lesson 8: Working with Bank Accounts

Topic 8A: Writing a QuickBooks Check

Topic 8B: Voiding a QuickBooks Check

Topic 8C: Using Bank Account Registers

Topic 8D: Entering a Handwritten Check

Topic 8E: Transferring Funds Between Accounts

Topic 8F: Reconciling Checking Accounts

Topic 8G: Review

Lesson 9: Entering and Paying Bills

Topic 9A: Handling Expenses

Topic 9B: Using QuickBooks for Accounts Payable

Topic 9C: Entering Bills

Topic 9D: Paying Bills

Topic 9E: Entering Vendor Credit

Topic 9F: Review

Appendix A: Using the EasyStep Interview

Using the EasyStep Interview

Review

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

Course number: TLR0810
Software: QuickBooks® Pro 2013 

Course Description

This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

Delivery Method:  Instructor-led or self-paced

Performance-Based Objectives

After completing this training guide, you should be able to:

• Memorize transactions
• Customize forms
• Use other QuickBooks accounts
• Create reports
• Create graphs
• Track and pay sales tax
• Prepare payroll with QuickBooks
• Use online banking
• Share files with an accountant
• Estimate, time track, and job cost
• Write letters

Course Content

Lesson 1: Memorizing Transactions

Topic 1A: Entering a New Memorized Transaction

Topic 1B: Editing a Memorized Transaction

Topic 1C: Deleting a Memorized Transaction

Topic 1D: Grouping a Memorized Transaction

Topic 1E: Using a Memorized Transaction

Topic 1F: Printing the Memorized Transaction List

Topic 1G: Review

Lesson 2: Customizing Forms

Topic 2A: Creating a Custom Template

Topic 2B: Modifying a Template

Topic 2C: Printing Forms

Topic 2D: Review

Lesson 3: Using Other QuickBooks Accounts

Topic 3A: Other QuickBooks Account Types

Topic 3B: Working with Credit Card Transactions

Topic 3C: Working with Fixed Assets

Topic 3D: Working with Long-Term Liability Accounts

Topic 3E: Using the Loan Manager

Topic 3F: Review

Lesson 4: Creating Reports

Topic 4A: Creating QuickReports

Topic 4B: Customizing QuickReports

Topic 4C: Memorizing QuickReports

Topic 4D: Running Preset Reports

Topic 4E: Customizing Preset Reports

Topic 4F: Sharing Reports

Topic 4G: Exporting Reports to Microsoft Excel

Topic 4H: Printing Reports

Topic 4I: Review

Lesson 5: Creating Graphs

Topic 5A: Creating QuickInsight Graphs

Topic 5B: Using QuickZoom with Graphs

Topic 5C: Working with the Sales Graph

Topic 5D: Customizing Graphs

Topic 5E: Printing Graphs

Topic 5F: Review

Lesson 6: Tracking and Paying Sales Tax

Topic 6A: Using Sales Tax in QuickBooks

Topic 6B: Setting Up Tax Rates and Agencies

Topic 6C: Indicating Who and What Gets Taxed

Topic 6D: Applying Tax to Each Sale

Topic 6E: Determining What You Owe

Topic 6F: Paying Your Tax Agencies

Topic 6G: Review

Lesson 7: Preparing Payroll with QuickBooks

Topic 7A: Using Payroll Tracking

Topic 7B: Setting Up for Payroll

Topic 7C: Setting Up Employee Payroll Information

Topic 7D: Setting Up a Payroll Schedule

Topic 7E: Writing a Payroll Check

Topic 7F: Printing Paycheck Stubs

Topic 7G: Tracking Your Tax Liabilities

Topic 7H: Paying Payroll Taxes

Topic 7I: Preparing Payroll Tax Forms

Topic 7J: Review

Appendix A: Using Online Banking

Setting Up an Internet Connection

Activating Online Services

Viewing, Downloading, and Matching Online Transactions

Creating Online Payments

Transferring Funds Online

Canceling Online Payments

Review

Appendix B: Sharing Files with an Accountant

Saving an Accountant’s Copy

Importing an Accountant’s Changes

Removing Accountant’s Copy Restrictions

Using the Accountant’s Copy File Transfer Service

Review

Appendix C: 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

Review

Appendix D: Writing Letters

Using the Letters and Envelopes Wizard

Customizing Letter Templates

Review

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