Hands-On Seminar - Day 1
LEVEL 1
8:30am - 4:30pm
Lesson 1: Getting Started
Gaining an overview of the course and the topics to be covered
Learning how QuickBooks works and how to get around
Learning common business terms used by QuickBooks
Lesson 2: Setting up QuickBooks
Discussion of decisions to be made before using QuickBooks
Creating a new company file with QuickBooks
Customizing QuickBooks with the EasyStep interview
Lesson 3: Working with Lists
Working with the chart of accounts
Adding customer information in QuickBooks
Adding vendor information in QuickBooks
Learning about custom fields for customer, vendors, and items
Tips for managing lists in QuickBooks
Lesson 4: Working with Bank Accounts
Learning how to working with bank account registers
Learning features common to all QuickBooks registers
Learning about entering transactions directly into registers
Learning how to reconcile bank accounts in QuickBooks
Lesson 5: Using Other Accounts in QuickBooks
Introducing the other account types in QuickBooks
Learning how to track credit cards transactions
How to reconcile a credit card account in QuickBooks
Discussion of the other types of asset, liability, and equity accounts in QuickBooks
Lesson 6: Entering Sales Information
Learning about the different types of sales forms in QuickBooks
Learning about purchase orders and printing forms to PDF.
Learning how to create invoices in QuickBooks
Learn the purpose of and use of the item list
Learn how to enter data on a sales form
How to memorize invoices
How to add new items to the item list
How to add price levels on the price level list
How to associate price levels to customer records
How to create invoice letters and reminder statements
Lesson 7: Receiving and Making Deposits
Learning how to record customer payments
Learning how to handle customer discounts, partial payments and overpayments
How to record deposits in QuickBooks
How to record cash back from a deposit
Learn how to process credit card transaction in QuickBooks
Lesson 8: Entering and Paying Bills
Discuss the different ways to handle bills in QuickBooks
Learn how to enter a bill in QuickBooks
How to pay bills in QuickBooks
Learn how to enter a discount for a bill from a vendor
Hands-On Seminar - Day 2
LEVEL 2
8:30am - 3:30pm
Lesson 9: Analyzing Financial Data
Discussion of the tools for analyzing data in QuickBooks
How to create a Quick Report
How to add columns and reposition columns on a report
Learn about the different preset reports in QuickBooks
Practice creating reports and viewing them on screen
Customizing report information and look
How to create report batches
How to save reports to PDF
How to export report to Excel and how filter reports in Excel
Learn about the different report graphs in QuickBooks
How to create and customize graphs
Lesson 10: Setting up Inventory
Gaining an overview of what inventory will and won't do in QuickBooks
Practice filing out purchase orders for inventory items
Tracking the receipt of inventory items in QuickBooks
Adjusting inventory in QuickBooks
Lesson 11: Tracking and Paying Sales Taxes
Gaining an overview of sales taxes management in QuickBooks
How to properly setup sales taxes in QuickBooks
How to apply sales taxes to a sale
How to determine sales tax liability and pay sales tax liabilities
Lesson 12: Doing Payroll in QuickBooks
Gaining an overview of managing payroll in QuickBooks
Learn how to properly setup payroll in QuickBooks
How to set up employees for payroll in QuickBooks
How to set up payroll schedules
How to pay employees and payroll liabilities.
Lesson 13: Estimating and Progress Invoicing
Learning how to create job estimates
Finding estimates in the company file
Learning how to copy estimates
How to create invoices from estimates
How to display reports on projects
How to update a job or project status
How to make estimate inactive
Lesson 14: Tracking Time
Learning how to track time spent on a project
Learning how to invoice a customer for time worked on a project
How to create report for time tracking and learning about other project reports
How to pay nonemployees for time worked
Lesson 15: Customizing Forms and Writing Letters
How to modify preset invoice forms
Designing custom invoices
Printing invoices
Learning how to prepare collection letters
Learning how to edit prewritten letters