Description

Duration

2 Days

12 CPD hours

This course is intended for

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018.

Overview

Upon completion of this course, students will be able to work with memorized transactions, customize forms, work with credit card, fixed asset, and long-term liability accounts, work with and customize reports, create graphs, track and pay sales tax, and understand how to prepare to use payroll with QuickBooks.

From reporting to automating tasks, working with more advanced features and accounts, this course moves beyond the basics and enables students to work with more advanced features in QuickBooks.

Memorizing Transactions

Entering a New Memorized Transaction

Editing a Memorized Transaction

Deleting a Memorized Transaction

Grouping Memorized Transactions

Using a Memorized Transaction

Printing the Memorized Transaction List

Customizing Forms

Creating a Custom Template

Modifying a Template

Printing Forms

Using Other QuickBooks Accounts

Other QuickBooks Account Types

Working with Credit Card Transactions

Working with Fixed Assets

Working with Long-Term Liability Accounts

Using the Loan Manager

Creating Reports

Working with QuickReports

Working with Preset Reports

Sharing Reports

Exporting Reports to Microsoft Excel

Printing Reports

Creating Graphs

Creating QuickInsight Graphs

Using QuickZoom with Graphs

Working with the Sales Graph

Customizing Graphs

Printing Graphs

Tracking and Paying Sales Tax

Using Sales Tax in QuickBooks

Setting Up Tax Rates and Agencies

Indicating Who and What Gets Taxed

Applying Tax to Each Sale

Determining What You Owe

Paying Your Tax Agencies

Preparing Payroll with QuickBooks

Using Payroll Tracking

Setting Up for Payroll

Setting Up Employee Payroll Information

Setting Up a Payroll Schedule

Writing a Payroll Check

Printing Paycheck Stubs

Tracking Your Tax Liabilities

Paying Payroll Taxes

Preparing Payroll Tax Forms

Using Online Banking

Setting Up an Internet Connection

Setting Up Bank Feeds for Accounts

Viewing, Downloading, and Adding Online Transactions

Creating Online Payments

Transferring Funds Online

Canceling Online Payments

Managing Company Files

Using QuickBooks in Multi-user Mode

Setting Up Users and Passwords

Setting a Closing Date

Sharing Files with an Accountant

Updating QuickBooks

Backing Up and Restoring a Company File

Condensing a Company File

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

Writing Letters

Using the Letters and Envelopes Wizard

Customizing Letter Templates

Course Images

Keep Going with QuickBooks

By Nexus Human

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