Getting Started

Starting QuickBooks and Setting Preferences

Identifying Components of the QuickBooks

Operating Environment and Using QuickBooks HelpQuickBook Files

Identifying Common Business Terms


Setting Up a Company

Creating a QuickBooks Company, Using the Chart of Accounts


Working with Lists

Creating Company Lists

Understanding and Creating Service Items

Working with the Customer, Jobs, and Employees List

Working with Vendors, Items, Other Lists


Setting Up Inventory

Entering, Ordering, Receiving, and Paying for Inventory

Manually Adjusting Inventory


Selling Your Products

Creating Product and Applying credits and emailing Invoices

Setting Price Levels and Creating Sales Receipts


Invoicing for Services

Setting Up a Service Item and Changing the Invoice Format

Creating a service Invoice

Editing, Voiding, & Deleting an Invoice

Entering Statement Charges and Creating Billing Statements


Processing Payments

Displaying the Open Invoices Report, Using the Income Tracker

Receiving Payments for Invoices

Making Deposits and Handling Bounced Checks


Working with Bank Accounts

Writing and Voiding a QuickBooks Check

Using Bank Account Registers

Entering a Handwritten Check

Transferring Funds Between Accounts

Reconciling Checking Accounts


Entering and Paying Bills

Handling Expenses and Using QuickBooks for Accounts Payable

Entering and Paying Bills and Entering Vendor Credit


Memorizing Transactions

Entering a New Memorized Transaction

Editing and Deleting a Memorized Transaction

Grouping and Using Memorized Transactions

Printing the Memorized Transaction List


Customizing Forms

Creating, Modifying a Custom Template

Printing Forms


Using Other QuickBooks Accounts

Other QuickBooks Account Types

Working with Credit Card Transactions

Working with Fixed Assets and Long-Term Liability Accounts


Creating Reports

Working with QuickReports and Preset Reports

Exporting Reports to Excel and Printing Reports


Creating Graphs

Creating QuickInsight and Using QuickZoom with Graphs

Working with Sales Graph and 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, and 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, and Printing Paycheck Stubs

Tracking Your Tax Liabilities, and Paying Payroll Taxes

Prepaying Payroll Tax Forms

Computer Training of America, Inc.

Telephone: (413) 283-7740

Toll Free: (877) 283-7740

Fax: (413) 283-7730

Web Site: www.computertrainingofamerica.com