QuickBooks Outlines


QuickBooks Mod I
Basic

Getting Started
Introducing QuickBooks
Getting Around QuickBooks
Moving between company files

Setting up QuickBooks
Creating a QuickBooks company
Entering company  info
Setting up preferences
Choosing a start date
Setting up income and expense accounts
Providing income details
Entering opening balances
Finishing the interview
Using help

Working with lists
Using QuickBooks lists
Editing the chart of accounts
Working with the Customer:job list
Working with the Employee list
Working with the Vendor list
Adding custom fields

Working with bank accounts
Writing a QuickBooks check
Using bank account registers
Entering a handwritten check
Transferring money between accounts
Reconciling checking accounts

Working with other account types
Using other account types
Tracking credit card transactions
Working with asset accounts
Working with liability accounts
Understanding equity accounts

Entering sales and invoices
Using sales forms in QuickBooks
Filling in a sales form
Memorizing a sale
Entering a new service item
Using multiple price levels
Using statements to bill customers
Processing sales orders

Receiving payments and making deposits
Recording customer payments
Making deposits

Entering and paying bills
Handling bills in QuickBooks
Using QuickBooks for accounts payable
Entering bills
Paying bills

Analyzing financial data
Reports and graphs help you understand your business
Creating QuickReports
Creating and customizing preset reports
Saving report settings
Printing reports
Exporting reports to Microsoft Excel
Creating QuickInsight graphs

QuickBooks Mod II
Advanced

Setting up Inventory
Turning on the inventory feature
Entering products into inventory
Ordering products
Receiving inventory
Entering a bill for inventory
Manually adjusting inventory
Tracking finished goods

Tracking and paying sales tax
Overview of sales tax in QuickBooks
Setting up your tax rates and agencies
Applying tax to each sale
Determining what you owe
Paying your tax agencies

Payroll
Overview of payroll tracking
Setting up for payroll
Setting up employee payroll information
Writing a paycheck
Tracking your tax liabilities
Paying payroll taxes

Estimating and progress invoicing
Creating jobs and estimates
Writing an estimate
Creating multiple estimates
Creating an invoice from an estimate
Displaying reports for estimates
Updating job status

Tracking time
Tracking time and mileage
Invoicing a customer for time and mileage
Displaying project reports for time tracking
Paying non-employees for time worked

Customizing forms and writing QuickBooks letters
About QuickBooks forms
Customizing invoices
Designing custom layouts for forms
Using QuickBooks letters

Analyzing financial data
Reports and graphs help you understand your business
Creating QuickReports
Creating and customizing preset reports
Saving report settings
Printing reports
Exporting reports to Microsoft Excel
Creating QuickInsight graphs



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