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QuickBooks Series
Total Time: 31 hours
QuickBooks: The First Time in QuickBooks Time: 2 hours QBKC01
QuickBooks: The First Time in QuickBooks explains how to get started with QuickBooks and how to begin the EasyStep Interview process.
  • Using QuickBooks for the First Time
  • Preparing Information for QuickBooks
  • Beginning the Interview
  • Entering Basic Company Information
  • Entering Accounts and Inventory

QuickBooks: Setting Up Accounting Time: 3 hours QBKC02
QuickBooks: Setting Up Accounting shows users how to complete the EasyStep Interview to set up company records in QuickBooks.
  • Establishing Preferences
  • Enabling QuickBooks Features
  • Starting Accounts and Items
  • Setting Up Inventory
  • Entering Opening Balances
  • Setting Up Payroll

QuickBooks: Entering Historical Data Time: 3 hours QBKC03
QuickBooks: Entering Historical Data shows users how to enter existing or past information about their companies to establish QuickBooks information.
  • Entering Bills and Invoices
  • Entering Money Received
  • Entering Bills and Deposits
  • Entering Other Transactions
  • Getting Help in QuickBooks

QuickBooks: Managing Accounts and Lists Time: 3 hours QBKC04
QuickBooks: Managing Accounts and Lists shows users how to use QuickBooks to track accounts and manage items in their companies. This includes how to create and manage lists for viewing and how to generate reports and graphs for visually assessing a company's accounting status.
  • Understanding Accounts and Accounting
  • Adding and Deleting Accounts
  • Understanding Items
  • Viewing, Finding, and Adding Items in Lists
  • Managing Items
  • Creating Item Reports and Graphs
  • Customer, Vendor, and Employee Lists

QuickBooks: Invoices and Sales Tax Time: 3 hours QBKC05
QuickBooks: Invoices and Sales Tax shows users how to manage invoices and record sales tax information in QuickBooks.
  • Creating an Invoice
  • Tracking Invoices
  • Recording Income
  • Collecting Sales Tax
  • Managing Sales Tax

QuickBooks: Paying Bills Time: 3 hours QBKC06
QuickBooks: Paying Bills shows users how to pay bills through check writing and cash transactions in QuickBooks.
  • Receiving Goods and Paying Bills
  • Writing and Printing Checks
  • Tracking Checks
  • Entering Cash Transactions

QuickBooks: Managing Assets and Reports Time: 3 hours QBKC07
QuickBooks: Managing Assets and Reports shows users how to track inventory and other assets, and how to create QuickBooks reports on their business.
  • Using the Inventory Tracking System
  • Managing Inventory
  • Inventory Reports
  • Managing Fixed Assets
  • Standard Reports
  • Customizing Reports

QuickBooks: Paying Employees Time: 3 hours QBKC08
QuickBooks: Paying Employees shows users how to manage payroll, track employee information, and disburse payments to employees and contractors.
  • Managing Payroll in QuickBooks
  • Setting Up Employees
  • Updating Year-to-Date Amounts
  • Payday
  • Paying Independent Contractors

QuickBooks: Managing Taxes Time: 4 hours QBKC09
QuickBooks: Managing Taxes shows users how to withhold and pay employee taxes, create tax reports, and account for income taxes in QuickBooks.
  • Working with W-2s and Tax Tables
  • Setting up Employee Taxes
  • Withholding Taxes
  • Printing Tax Forms
  • Tax Reports
  • Accounting for Income Taxes

QuickBooks: Online Banking and Budgets Time: 4 hours QBKC10
QuickBooks: Online Banking and Budgets shows users how to manage online banking, create and track budgets, and use existing information to create forecast reports in QuickBooks.
  • Investigating Online Banking
  • Setting Up an Online Account
  • Managing Online Transactions
  • Budgeting
  • Forecasting
  • Creating Forecasts

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