QuickBooks: Level 1 & 2

QuickBooks: Level 1

Learning Outcomes:

  • Correctly create a company in QuickBooks, including setting up the chart of accounts and entering account opening balances as instructed in the Lesson Lab.
  • Successfully create customer, employee, and vendor lists as directed.
  • Accurately set up Inventory and work with the Invoicing format using a set of criteria in the Lesson Lab.
  • Given a set of instructions in the Lesson Lab, correctly make deposits and print statements; write checks, reconcile accounts; handle expenses, enter bills, paying bills.

This one-day course will cover the basics anyone will need to learn to set up a company and enter accounts.

* Getting Started with QuickBooks
* Using the Navigators List
* Using the Menu Bar and Icon Bar
* Setting Up a Company
* Working with Lists
• Setting up Inventory
* Selling Your Product
* Invoicing for Services
* Processing Payments
* Working with Bank Accounts
* Entering and Paying Bills
• Using the EasyStep Interview
• Using Online Banking

QuickBooks: Level 1

If you want to learn the intricacies of QuickBooks with an instructor available to guide you through the process of setting up your company, working with the chart of accounts and entering account opening balances, this is the class for you. Enter your Customer, Employee, and Vendor lists; learn to set up Inventory; work with the Invoicing format; enter statements and create billing statements; Make deposits and print statements; write checks, reconcile accounts; handle expenses, enter bills, paying bills. If you want to use the online banking you will learn the process to follow during this class.

Class targeted to:

• Anyone new to QuickBooks or who need to learn about its many features.

Prerequisites:

• A basic understanding of the computer is helpful.

 

QuickBooks Pro: Level II Learning Outcomes:

  • Utilizing the information in the Lesson Lab, successfully work with accounts such as asset, liability, and equity accounts.Correctly learn to create QuickInsight Graphs and use QuickZoom with graphs using the information provided to insert into the graphs.

    Accurately set up tax rates and agencies, pay and track reports to the agencies using the instructions in the Lesson Lab.

    Effectively set up employee payroll information, write checks, print paycheck stubs and track tax liabilities using the provided input data.

    Given a formula, successfully create job estimates and an invoice from an estimate.

  • Accurately track time and display project reports for time utilizing the information in the Lesson Lab.

This one-day course will take the user to more customized features such as Reporting and Payroll, Time Tracking, Job Costing, Tracking and Paying Sales Tax.* Customizing Forms
* Modifying a Template
* Tracking Credit Card Transactions
* Working with Asset and Liability Accounts
* Understanding Equity Accounts
• Creating Reports
* Creating Graphs
* Tracking and Paying Sales Tax
* Doing Payroll with QuickBooks
* Estimating, Time Tracking, Job Costing
* Writing Letters
• Synchronizing with Contact Management Software

QuickBooks Pro: Level II

This session will acquaint the QuickBooks user with the way to enhance reports; exporting reports to Microsoft Excel; Creating and modifying a custom template; Working with other accounts such as asset, liability, and equity accounts. Learn to create QuickInsight Graphs and use QuickZoom with graphs. Set up tax rates and agencies, pay and track reports to the agencies. Set up employee payroll information, write checks, print paycheck stubs and track your tax liabilities. Create job estimates and an invoice from an estimate. Track time and display project reports for time tracking and display other project reports. Synchronize with Outlook or ACT!Class targeted to: • The QuickBooks user who wants to learn more about Customizing Forms, Creating Reports and Graphs and more.Prerequisites:

• QuickBooks: Level I

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