Quickbooks Level 1

Lesson 1: Getting Started
Course Introduction
Using the Navigator
Setting up QuickBooks on a Network
Learning Common Business Terms
Exiting QuickBooks
Lesson 2: Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts
Entering Account Opening Balances
Lesson 3: Working with Lists
Creating Company Lists
Working with the Customer:Job List
Working with the Employee List
Working with the Vendor List
Adding Customized Fields
Managing Lists
Lesson 4: Setting up Inventory
Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Lesson 5: Selling Your Products
Creating Invoices
Making Cash Sales
Lesson 6: Invoicing for Services
Setting Up a Service Item
Changing the Invoice
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements
Lesson 7: Payment Processing
Receiving Payments for Invoices
Making Deposits
Printing Statements
Lesson 8: Working with Bank Accounts
Writing a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Money between Accounts
Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills & Paying Bills   


Quickbooks Level 2

Lesson 1: Customizing Forms
Customizing an Invoice
Modifying a Purchase Order Template
Printing Invoices
Lesson 2: Using QuickBooks’ Other Accounts
QuickBooks’ Other Account Types
Tracking Credit Card Transactions
Working with Asset Accounts
Working with Liability Accounts
Understanding Equity Accounts
Lesson 3: Creating Reports
Creating QuickReports
Customizing QuickBooks
Memorizing QuickReports
Running Preset Reports
Customizing Preset Reports
Memorizing Report Settings
Exporting a Report to Microsoft Excel
Printing Reports
Lesson 4: Creating Graphs
Creating QuickInsight Graphs
Creating a New Graph
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
Lesson 5: Tracking and Paying Sales Tax
Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Determining What You Owe
Lesson 6: Doing Payroll with QuickBooks
Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Printing Forms 940 and 941
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