Monday, February 26, 2018 from 8:30 AM to 4:30 PM EST
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The Center for Rural Development
2292 South Highway 27
Somerset, KY 42501

Training Room - 2nd Floor



Patti Simpson
The Center for Rural Development 

Driving Directions


Keep Going with QuickBooks w/Carol Whitson 

Course Description: 

Keep Going with QuickBooks is for students already familiar with Intuit QuickBooks wanting to advance their skills and improve performance. The topics range from Memorizing Transactions, Customizing Forms to Sharing Files with an Accountant. This course combines hands-on examples in a computer and lecture by one of our highly qualified QuckBooks instructors.

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