Wednesday, May 17, 2017 from 8:30 AM to 4:30 PM EDT
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2292 South Highway 27
Somerset, KY 42501

Cost: $99


Robyn R. Phillips
The Center for Rural Development 

Driving Directions


Keep Going with QuickBooks w/Carol Whitson 

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