Introduction

• Hardware and software requirements
• Network requirements

Getting Started

• Introducing QuickBooks
• Getting around in QuickBooks
• All the accounting you need to know
• Exiting QuickBooks
• Moving between company files

Setting up QuickBooks

• Creating a QuickBooks company
• Entering company info
• Setting up QuickBooks preferences
• Choosing a start date
• Setting up income and expense accounts
• Providing details about your income
• Enteringng balances
• Finishing the Interview
• Getting help while using QuickBooks

  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
• Managing Lists

Working with bank accounts

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

  Using other accounts in QuickBooks

• Other account types in QuickBooks
• 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

  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

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 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

Doing payroll with QuickBooks

• 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 in QuickBooks

• Creating jobs and estimates
• Writing an estimate
• Creating an invoice from an estimate
• Displaying reports for estimates
• Updating job status

Tracking time in QuickBooks Pro

• Tracking time
• Invoicing a customer based on time
• Displaying project reports for time tracking
• Paying nonemployees for time worked

Customizing forms and writing QuickBooks Letters

• About QuickBooks forms
• Customizing an invoice
• Designing a custom layout for an invoice form
• Using QuickBooks Letters