Keep Going With QuickBooks 2001 for Windows

Course description

Overview: Students will learn how to as how to customize forms; work with credit card transactions, work with Asset, Liability and Equity accounts; create and customize reports and graphs; track and pay sales tax; manage payroll, complete job estimates, time tracking and costing; create customized letters and forms; and synchronize with Contact Management software.

Prerequisites: You can successfully complete this course without any knowledge of finances or accounting.

Performance-based objectives

Lesson objectives help students become comfortable with the course, and provide a means to evaluate learning. Upon successful completion of this course, students will be able to:

*              Customize forms

*              Work with credit card transactions

*              Work with Asset, Liability and Equity accounts

*              Create and customize reports and graphs

*              Track and pay sales tax

*              Manage payroll

*              Complete job estimates, time tracking and costing

*              Create customized letters and forms

*              Synchronize QuickBooks with Microsoft Outlook or ACT

Course content

Lesson 1: Customizing Forms

            Customizing an Invoice

            Modifying a Purchase Order Template

            Printing Invoices

Lesson 2: Using QuickBooks’ Other Accounts

            QuickBooks’ Other Account Types

            Tracking Credit Card Transactions

            Working with Asset Accounts

            Working with Liability Accounts

            Understanding Equity Accounts

Lesson 3: Creating Reports

            Creating QuickReports

            Modifying QuickBooks

            Memorizing QuickReports

            Running Preset Reports

            Modifying Preset Reports

            Memorizing Report Settings

            Exporting a Report to Microsoft Excel

            Printing Reports

Lesson 4: Creating Graphs

            Creating QuickInsight Graphs

            Creating a New Graph

            Using QuickZoom with Graphs

            Working with the Sales Graph

            Customizing Graphs

            Printing Graphs

                        Lesson 5: Tracking and Paying Sales Tax

            Using Sales Tax in QuickBooks

            Setting Up Tax Rates and Agencies

            Determining What You Owe

            Paying Your Tax Agencies

                        Lesson 6: Doing Payroll with QuickBooks

            Using Payroll Tracking

            Setting Up for Payroll

            Setting Up Employee Payroll Information

            Writing a Payroll Check

            Printing Paycheck Stubs

            Tracking Your Tax Liabilities

            Paying Payroll Taxes

            Printing Forms 940 and 941

Appendix A: Estimating, Time Tracking, Job Costing

            Creating Job Estimates

            Creating an Invoice from an Estimate

            Displaying Project Reports for Estimates

            Updating the Job Status

            Tracking Time

            Displaying Project Reports for Time Tracking

            Displaying Other Project Reports

                        Appendix B: Writing Letters

            Using the Write Letters Wizard

                Designing Your Own Letters

                        Appendix C: Synchronizing with Contact Management Software

                Categorizing Contact Names in Outlook or ACT

            Synchronizing with ACT or Outlook

            Changing Your Synchronization Settings