Course Introduction
Course Introduction
The QuickBooks Environment
The Home Page and Insights Tabs
The Centers
The Menu Bar and Keyboard Shortcuts
The Open Window List
The Icon Bar
Customizing the Icon Bar
The Chart of Accounts
Accounting Methods
Financial Reports
Creating a QuickBooks Company
Using Express Start in QuickBooks 2016
Using the EasyStep Interview
Returning to the EasyStep Interview
Creating a Local Backup Copy
Restoring a Company File from a Local Backup Copy
Setting Up Users
Single and Multiple User Modes
Closing Company Files
Opening a Company File
Using Lists
Using Lists
The Chart of Accounts
The Customers & Jobs List
The Employees List
The Vendors List
Using Custom Fields
Sorting Lists
Inactivating and Reactivating List Items
Printing Lists
Renaming and Merging List Items
Adding Multiple List Entries from Excel
Setting Up Sales Tax
The Sales Tax Process
Creating Tax Agencies
Creating Individual Sales Tax Items
Creating a Sales Tax Group
Setting Sales Tax Preferences
Indicating Taxable & Non-taxable Customers & Items
Setting Up Inventory Items
Setting Up Inventory
Creating Inventory Items
Creating a Purchase Order
Receiving Items with a Bill
Entering Item Receipts
Matching Bills to Item Receipts
Adjusting Inventory
Setting Up Other Items
Service Items
Non-Inventory Items
Other Charges
Subtotals
Groups
Discounts
Payments
Changing Item Prices
Basic Sales
Selecting a Sales Form
Creating an Invoice
Creating Batch Invoices
Creating a Sales Receipt
Finding Transaction Forms
Previewing Sales Forms
Printing Sales Forms
Using Price Levels
Using Price Levels
Creating Billing Statements
Setting Finance Charge Defaults
Entering Statement Charges
Applying Finance Charges and Creating Statements
Payment Processing
Recording Customer Payments
Entering a Partial Payment
Applying One Payment to Multiple Invoices
Entering Overpayments
Entering Down Payments or Prepayments
Applying Customer Credits
Making Deposits
Handling Bounced Checks
Handling Refunds
Creating a Credit Memo and Refund Check
Refunding Customer Payments
Entering and Paying Bills
Setting Billing Preferences
Entering Bills
Paying Bills
Early Bill Payment Discounts
Entering a Vendor Credit
Applying a Vendor Credit
Using Bank Accounts
Using Registers
Writing Checks
Writing a Check for Inventory Items
Printing Checks
Transferring Funds Between Accounts
Reconciling Accounts
Voiding Checks
Paying Sales Tax
Sales Tax Reports
Using the Sales Tax Payable Register
Paying Your Tax Agencies
Reporting
Graph and Report Preferences
Using QuickReports
Using QuickZoom
Preset Reports
Modifying a Report
Rearranging and Resizing Report Columns
Memorizing Reports
Memorized Report Groups
Printing Reports
Batch Printing Forms
Exporting Reports to Microsoft Excel
Saving Forms and Reports as PDF Files
Comment on Report
Process Multiple Reports
Using Graphs
Using Graphs
Company Snapshot
Customizing Forms
Creating New Form Templates
Performing Basic Customization
Performing Additional Customization
The Layout Designer
Changing the Grid and Margins in the Layout Designer
Selecting Objects in the Layout Designer
Moving and Resizing Objects in the Layout Designer
Formatting Objects in the Layout Designer
Copying Objects and Formatting in the Layout Designer
Adding and Removing Objects in the Layout Designer
Aligning and Stacking Objects in the Layout Designer
Resizing Columns in the Layout Designer
Estimating
Creating a Job
Creating an Estimate
Duplicating Estimates
Invoicing from an Estimate
Updating Job Statuses
Inactivating Estimates
Making Purchases for a Job
Invoicing for Job Costs
Using Job Reports
Time Tracking
Tracking Time and Printing a Blank Timesheet
Weekly Timesheets
Time/Enter Single Activity
Invoicing from Time Data
Using Time Reports
Tracking Vehicle Mileage
Charging Customers for Mileage
Payroll
The Payroll Process
Creating Payroll Items
Setting Employee Defaults
Setting Up Employee Payroll Information
Creating Payroll Schedules
Creating Scheduled Paychecks
Creating Unscheduled Paychecks
Creating Termination Paychecks
Voiding Paychecks
Tracking Your Tax Liabilities
Paying Payroll Tax Liabilities
Adjusting Payroll Liabilities
Entering Liability Refund Checks
Process Payroll Forms
Tracking Workers Compensation
Using Credit Card Accounts
Creating Credit Card Accounts
Entering Charges on Credit Cards
Reconciling and Paying Credit Cards
Assets and Liabilities
Assets and Liabilities
Creating and Using Other Current Asset Accounts
Removing Value from Other Current Asset Accounts
Creating Fixed Asset Accounts
Creating Liability Accounts
Setting the Original Cost of the Fixed Asset
Tracking Depreciation
The Loan Manager
The Fixed Asset Item List
Equity Accounts
Equity Accounts
Recording an Owner’s Draw
Recording a Capital Investment
Writing Letters with QuickBooks
Using the Letters and Envelopes Wizard
Editing Letter Templates
Company Management
Viewing Your Company Information
Setting Up Budgets
Using the To Do List
Using Reminders and Setting Preferences
Making General Journal Entries
Using the Cash Flow Projector
Using QuickBooks Tools
Company File Cleanup
Exporting List Data to an IIF File
Advanced Importing of Data
Updating QuickBooks
Using the Calculator
Using Portable Company Files
Using the Calendar
The Income Tracker
The Bill Tracker
The Lead Center
Using the Accountant’s Review
Creating an Accountant’s Copy
Transferring an Accountant’s Copy
Importing Accountant’s Changes
Removing Restrictions
Using the Help Menu
Using Help
Conclusion
Course Conclusion
Instruction Manuals
Introductory QuickBooks Manual
Advanced QuickBooks Manual