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Our Instructors              

Level I Topics:                          (Level II Topics - click here)

Introducing QuickBooks

• Presenting QuickBooks Pro
• Understanding Basic Accounting
• Managing Basic QuickBooks Files
• Working with the QuickBooks Window
• Backing Up Your Company File

Working with Customer Transactions

• Working with the Customer Center
• Understanding and Creating Service Items
• Creating Invoices
• Receiving Payments
• Entering Sales Receipts
• Making Deposits
• Dealing with NSF Checks
• Working with Customer-Related Reports

Working with Vendor Transactions

• Exploring the Vendor List
• Entering Bills
• Paying Bills
• Writing Checks
• Invoicing for Billable Costs
• Producing Vendor and P&L Reports
• Working with QuickBooks Graphs

Banking with QuickBooks

• Creating Bank Accounts
• Transferring Funds
• Managing Credit Card Transactions
• Reconciling Accounts
• Viewing Banking Reports
• Banking Online with QuickBooks

Creating a Company

• Planning & Creating a Company
• Editing Your QuickBooks Preferences
• Customizing a Company File
• Opening Balances and Historical Transactions
• Finding Help in QuickBooks
• Setting Up Users
• Working with Reports
  

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Dealing with Physical Inventory

• QuickBooks and Inventory Tracking
• Setting Up the Item List
• Dealing with Sales Tax in QuickBooks
• Creating Purchase Orders
• Receiving Items
• Adjusting Quantity/Value on Hand
• Managing Inventory-Related Reports

Selling Inventory Items

• Working with Customer & Vendor Profile Lists
• Selling Items
• Processing Sales Discounts and Electronic Payments
• Assessing Finance Charges
• Writing Off Bad Debt
• Paying Sales Tax
• Working with Sales and Receivables Reports and Graphs

Using QuickBooks for Payroll

• Setting Up QuickBooks to Run Payroll
• Setting Up Employees Through the Payroll Setup Interview
• Working with the Employee List
• Dealing with Payroll Taxes
• Creating Paychecks
• Tracking and Paying Payroll Liabilities
• Working with 1099s and Processing Payroll Forms

Working with Balance Sheet Accounts

• Working with Other Current Assets
• Transferring Funds Between Accounts
• Tracking Petty Cash
• Working with Fixed Asset Accounts
• Setting Up a Long Term Liability
• Working with Equity Accounts

Creating Estimates and Using Classes, Job Costing, and Time Tracking

• Working with Classes
• Applying Classes to Transactions
• Running Class Reports
• Creating an Estimate for a Job
• Converting an Estimate to an Invoice
• Using QuickBooks’ Time Tracking Feature
• Using Time Tracking Hours to Create a Paycheck
• Reporting for Estimates and Time Tracking

Demystifying “Behind the Scenes” and Customizing QuickBooks

• Digging in “Behind the Scenes”
• Customizing Reports and Graphs
• Working with Additional Formatting Options
• Creating Custom Fields
• Creating Custom Forms
• Working with the Layout Designer Window
• Closing the Books
  

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