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Keep Going with QuickBooks 2007 (Level 2)
Course Number: ET84746
Category: Business & Office Applications
Duration: 1.00 day
Objectives

Upon successful completion of this course, students will be able to:

  • customize forms.
  • use the other QuickBooks accounts and track credit card transactions.
  • create and modify various types of reports.
  • create graphs.
  • track and pay sales tax.
  • track payroll information with QuickBooks.
  • keep track of the job you are working on and generate reports for it.
  • use QuickBooks to write various types of letters.
  • synchronize QuickBooks with other contact management software.
Prerequisites

You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Outline
  • Lesson 1: Customizing Forms
    • Topic 1A: Create a Custom Template
    • Topic 1B: Modify a Template
    • Topic 1C: Print an Invoice
  • Lesson 2: Using QuickBooks Accounts
    • Topic 2A: Track Credit Card Transactions
    • Topic 2B: Work with Asset Accounts
    • Topic 2C: Work with Liability Accounts
    • Topic 2D: Understand Equity Accounts
  • Lesson 3: Creating Reports
    • Topic 3A: Create QuickReports
    • Topic 3B: Modify QuickReports
    • Topic 3C: Memorize QuickReports
    • Topic 3D: Run Preset Reports
    • Topic 3E: Modify Preset Reports
    • Topic 3F: Export Reports to Microsoft Excel
    • Topic 3G: Print Reports
  • Lesson 4: Creating Graphs
    • Topic 4A: Create QuickInsight Graphs
    • Topic 4B: Customize Graphs
    • Topic 4C: Print Graphs
  • Lesson 5: Tracking and Paying Sales Tax
    • Topic 5A: Use Sales Tax in QuickBooks
    • Topic 5B: Set Up Tax Rates and Agencies
    • Topic 5C: Determine the Sales Tax Liability
    • Topic 5D: Pay the Tax Agencies
  • Lesson 6: Doing Payroll with QuickBooks
    • Topic 6A: Use Payroll Tracking
    • Topic 6B: Set Up for Payroll
    • Topic 6C: Set Up Employee Payroll Information
    • Topic 6D: Write a Payroll Check
    • Topic 6E: Track Tax Liabilities
    • Topic 6F: Pay Payroll Taxes
  • Lesson 7: Keeping Track of the Job
    • Topic 7A: Create Job Estimates
    • Topic 7B: Work with Estimates
    • Topic 7C: Track the Time
  • Lesson 8: Writing Letters
    • Topic 8A: Use the Letters and Envelopes Wizard
  • Lesson 9: Synchronizing with Contact Management Software
    • Topic 9A: Categorize Contact Names in Microsoft Outlook
    • Topic 9B: Synchronizing with Microsoft Outlook