Keep Going with QuickBooks 99

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; and create customized letters and forms.

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 also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:

*              Customize forms

*              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

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

Customizing QuickBooks

Memorizing QuickReports

Running Preset Reports

Customizing 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

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