QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics) Course Outline
*** Note: This is an On-Demand (self-study) course, 180-day, 24/7 access via the internet ***
(Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.)
You may take this course at any time; there are no set dates. This On-Demand (self-study) training course includes expert lectures, demonstrations and exercises. Note: The 180-day course access period begins at time of purchase.
VERSION NOTE: QuickBooks Desktop -OR- QuickBooks Online?
This self-study course is for those with QuickBooks Desktop which is installed directly on the computer.
QuickBooks Online, on the other hand, is accessed via the cloud with other differences. QuickBooks Online users should instead see:
Quickbooks Online On-Demand Comprehensive.
Overview
The course presents 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.
• The Quickbooks Introduction course reviews the basic features and functionality of Intuit's desktop software application.
• The QuickBooks Beyond the Basics course teaches the advanced features and functionality of the software application.
A printed training guide is included with the course.
What You need to Take this Training
The course will be run using the QuickBooks Desktop 2021 software version. You will need access to the product software 2021 QuickBooks Pro or QuickBooks Premier and a high-speed internet connection.
Prerequisites
We recommend that individuals taking this class have a basic proficiency in the Windows operating system along with a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our On-Demand course:
Accounting On-Demand: Business Accounting, Bookkeeping & Payroll
Do You Still Prefer a Live, Instructor-led Class?
Already know QuickBooks Desktop On-Demand is not right for you? We also offer this same course content in a live, instructor-led format. For more details, click on the link below:
Quickbooks Training Classes & Certification
Duration
You have 24/7 access for 180-days to this digital course that includes 13h 11m of video presentation. As a traditional course it would be a 4-day class.
Course Outlines:
- QuickBooks Desktop Introduction -
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
- QuickBooks Desktop Beyond the Basics -
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
Customizing Forms
Creating a Custom Template
Modifying a Template
Printing Forms
Using Other QuickBooks Accounts
Other QuickBooks Account Types
Working with Credit Card Transactions
Working with Fixed Assets
Working with Long-Term Liability Accounts
Creating Reports
Working with QuickReports
Working with Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports
Creating Graphs
Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
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
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
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
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
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
Writing Letters
Using the Letters and Envelopes Wizard
Customizing Letter Templates
View outline in Word
GQBI15
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