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QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics) Course Outline

 (4 days)

*** Note: This is an On-Demand Self Study Class, covering 2 days of content, 6-month access, $595 ***
You can take this class at any time; there are no set dates. It covers the same content as the 2-day, QuickBooks Desktop Introduction and the 2-day, QuickStart Desktop Beyond the Basics classes. The cost for this QuickBooks Desktop On-Demand: Comprehensive (Introduction and Beyond the Basics) class is $595. Customers must call us directly to purchase this class at 800-288-8221.

Overview
This self-study on-demand course will introduce the basics of using QuickBooks Desktop. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit QuickBooks Desktop application.

From the QuickBooks Desktop Introduction class you will learn to create a new company, set up inventory, produce invoices, process payments, and pay bills. From the QuickBooks Desktop Beyond the Basics class you will learn more about recurring transactions, create reports and graphs, pay sales tax, prepare payroll and use online banking. In addition, we review estimating, time tracking and job costing as well as using QuickBooks to write customized letters to customers or vendors.

Prerequisites
We recommend that individuals taking this class have a basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our self-study on-demand classes: "Introduction to Business Accounting" and "Bookkeeping and Payroll."

From QuickBooks Desktop Introduction Class:

Getting Started
Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks
Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks
Review

Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts
Review

Working with Lists
Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Working with the Item List
Working with Other Lists
Managing Lists
Review

Setting Up Inventory
Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Review

Selling Your Product
Creating Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Creating Sales Receipts
Review

Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Editing an Invoice
Voiding an Invoice
Deleting an Invoice
Entering Statement Charges
Creating Billing Statements
Review

Processing Payments
Displaying the Open Invoices Report
Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks
Review

Working with Bank Accounts
Writing a QuickBooks Check
Voiding a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts
Review

Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit
Review

Using the EasyStep Interview
Using the EasyStep Interview
Review

From the QuickBooks Desktop Beyond the Basics Class:

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

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

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

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

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

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

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

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

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

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

Writing Letters
Using the Letters and Envelopes Wizard
Customizing Letter Templates
Review
View outline in Word
View outline in Word

GQBI15

Attend hands-on, instructor-led QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics) training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.

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ONLC TRAINING CENTERS
800-288-8221
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