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QuickBooks 2015 - Keep Going with QuickBooks

Course Overview

This training guide is dedicated to providing you with a flexible, high-performance learning system.

Course Objectives

After completing this training guide, 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 Outline

1 - Before You Get Started

  • Introduction
  • How to Use This Guide
  • Prerequisites
  • System Requirements
  • Customized Settings for This Guide
  • Training Objectives
  • The Training CD
  • Evaluation Criteria
  • Ordering Training Guides

2 - 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
  • Review

3 - Customizing Forms

  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms
  • Review

4 - 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

5 - Creating Reports

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

6 - Creating Graphs

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

7 - 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

8 - 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

9 - 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
  • Review

10 - 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
  • Review

11 - 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
  • Review

12 - Writing Letters

  • Using the Letters and Envelopes Wizard
  • Customizing Letter Templates
  • Review

Enroll Today

This is a 2-day class

Price: $790.00
Payment Options

ILT Instructor‑Led Training


GTR  Guaranteed to Run

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

To sort by location or date, click the ‘When’ and ‘Where’ column headings.

Cart When Time   Where How
04/02/2018 9:00AM - 5:00PM GTR Online LIVE OLL
04/30/2018 10:00AM - 6:00PM GTR Online LIVE OLL
05/29/2018 9:00AM - 5:00PM GTR Online LIVE OLL
06/20/2018 9:00AM - 5:00PM GTR Online LIVE OLL

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