Keep Going with QuickBooks – Network Technology Academy

Keep Going 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.

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.

Course Objectives

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.

Course Outline

1 - 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

2 - CUSTOMIZING FORMS

Creating a Custom Template
Modifying a Template
Printing Forms

3 - 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

4 - CREATING REPORTS

Working with QuickReports
Working with Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports

5 - CREATING GRAPHS

Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

6 - 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

7 - 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

8 - 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

9 - 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

10 - 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

11 - WRITING LETTERS

Using the Letters and Envelopes Wizard
Customizing Letter Templates

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Course Outline

1 - 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

2 - CUSTOMIZING FORMS

Creating a Custom Template
Modifying a Template
Printing Forms

3 - 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

4 - CREATING REPORTS

Working with QuickReports
Working with Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports

5 - CREATING GRAPHS

Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

6 - 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

7 - 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

8 - 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

9 - 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

10 - 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

11 - WRITING LETTERS

Using the Letters and Envelopes Wizard
Customizing Letter Templates

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Class times are listed Eastern time This class is available for Private Group Training

Contact Us For Price

Course Length: 2 Days

1. Choose a Date | 2. Click Enroll Now

Feb 10

Online LIVE, 9:00 am - 5:00 pm
NHCLC G2R

May 12

Online LIVE, 9:00 am - 5:00 pm
NHCLC G2R

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