QuickBooks® Pro 2013 Crash Course:  Learn Quickbooks® in Two Days!

Course Dates: TBA

Click here to pre-register for this course now!

Course Length: 2 days
Prerequisites: Familiarity with the Windows operating system.
Course Level: Introductory through Advanced Topics
Course Fee:  $595
Course Hours: 8:30 a.m.  –  4:15 p.m.

Course Description:  If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

Performance-Based Objectives
•  Set up a company
•  Work with lists
•  Set up inventory
•  Sell your product
•  Invoice for services
•  Process payments
•  Work with bank accounts
•  Enter and pay bills
•  Use the EasyStep Interview
•  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

Course Content Day One:
Lesson 1: Getting Started
Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks Operating Environment
The QuickBooks Home Page
The Company Snapshot
Getting Help with QuickBooks
Identifying Common Business Terms
Setting Up QuickBooks in Multi-User Mode
Updating QuickBooks
Backing Up and Restoring a Company File
Exiting QuickBooks

Lesson 2: Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts
Setting Up a Password
Setting a Closing Date

Lesson 3: Working with Lists
Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Working with the Items List
Working with Other Lists
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 Product
Creating Product Invoices
Applying Credit to Invoices
E-mailing Invoices
Setting Price Levels
Making Cash Sales

Lesson 6: Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Editing an Invoice
Voiding an Invoice
Deleting an Invoice
Entering Statement Charges
Creating Billing Statements

Lesson 7: Processing Payments
Displaying the Open Invoices Report
Using the Collections Center
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks

Lesson 8: Working with Bank Accounts
Writing a QuickBooks Check
Voiding a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit

Course Content Day Two
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

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

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

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

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

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

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

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