QuickBooks: Advanced (Day 2 of 2)

Course Content
Customizing Forms
  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms

Using Other QuickBooks Accounts

  • Using Other QuickBooks Account Types
  • Tracking Credit Card Transactions
  • Working with Asset Accounts
  • Working with Liability Accounts
  • Understanding Equity Accounts

 Creating Reports

  • Creating QuickReports
  • Modifying QuickReports
  • Memorizing QuickReports
  • Running Preset Reports
  • Modifying Preset Reports
  • Memorizing Report Settings
  • Exporting Reports to Microsoft Excel
  • Printing Reports

Creating Graphs

  • Creating QuickInsight Graphs
  • Creating a New Graph
  • 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
  • Determining What You Owe
  • Paying Your Tax Agencies

Doing Payroll with QuickBooks

  • Using Payroll Tracking
  • Setting Up for Payroll
  • Setting Up Employee Payroll Information
  • Writing a Payroll Check
  • Printing Paycheck Stubs
  • Tracking Your Tax Liabilities
  • Paying Payroll Taxes
  • Printing Forms 940 and 941

Estimating, Time Tracking, Job Costing

  • Creating Job Estimates
  • Creating an Invoice from an Estimate
  • Displaying Project Reports for Estimates Updating the Job Status
  • Tracking Time
  • Displaying Project Reports for Time Tracking
  • Displaying Other Project Reports

Writing Letters

  • Using the Write Letters Wizard
  • Designing a Letter

Synchronizing with Contact Management Software

  • Categorizing Contact Names in Microsoft
  • Outlook or ACT!
  • Synchronizing with Microsoft Outlook or ACT!
  • Changing Synchronization Settings

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