Keep Going with QuickBooks® 2016 for Windows

Class Dates: TBA

Click here to pre-register for this course now!

Course Length: 1 day
Prerequisites: Get Going with Quickbooks® 2016 for Windows
Course Level: Intermediate through Advanced Topics
Course Fee:$345
Course Hours: 8:30 a.m. –  4:15 p.m.

Performance-Based Objectives
After completing this course, you should be able to:
•  Memorize transactions
•  Customize forms
•  Use other QuickBooks accounts
•  Create reports
•  Create graphs
•  Track and pay sales tax
•  Prepare payroll with QuickBooks
•  Use online banking
•  Share files with an accountant
•  Estimate, time track, and job cost
•  Write letters

Course Content
Lesson 1: Memorizing Transactions
Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Using a Memorized Transaction
Printing the Memorized Transaction List
Review

Lesson 2: Customizing Forms
Creating a Custom Template
Modifying a Template
Printing Forms
Review

Lesson 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
Review

Lesson 4: Creating Reports
Creating QuickReports
Customizing QuickReports
Memorizing QuickReports
Running Preset Reports
Customizing Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports
Review

Lesson 5: Creating Graphs
Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
Review

Lesson 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
Review

Lesson 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
Review

Appendix A: Using Online Banking
Setting Up an Internet Connection
Activating Online Services
Viewing, Downloading, and Matching Online Transactions
Creating Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution

Appendix B: Sharing Files with an Accountant
Saving an Accountant’s Copy
Importing an Accountant’s Changes
Removing Accountant’s Copy Restrictions
Using the Accountant’s Copy File Transfer Service

Appendix C: 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

Appendix D: Writing Letters
Using the Letters and Envelopes Wizard
Customizing Letter Templates