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Free QuickBooks Desktop Training & Masterclass

Curriculum of QuickBooks Desktop Course/Training

1.0 INTRODUCTION AND NAVIGATION IN QUICKBOOKS

  • Introduction to Course
    • Software Version Used
    • Contacting Me Through E-mail & Forum
  • Getting around in QuickBooks
    • F1 & Help Menu
    • How to Use the Flow Chart
    • How to Use the Menu Bar
    • How to Use the Left Navigation and Changing
    • How to Use Open Windows
    • Understanding the Home Page & Insights

1.1 Lesson 1A – BASIC CONCEPT OF QUICKBOOKS LAYOUT

  • Understanding Forms
  • Understanding Lists
  • Understanding Registers

1.2 Lesson 1B – UNDERSTANDING THE BASICS OF ACCOUNTING

  • Understanding the Chart of Accounts
  • Understanding Cash vs Accrual Basis
  • Financial Statements
    • Understanding the Profit & Loss
    • Understanding the Balance Sheet
    • Understanding the Cash Flow Statement

2.0 OPTIONS FOR SETTING UP YOUR COMPANY FILE

  • Intro & Creating Your Company File

2.1 Lesson 2A – EXAMPLE OF SETTING-UP A NEW COMPANY IN QUICKBOOKS

  • How to Use the EasyStep Interview Process

2.2 Lesson 2B – ADDING BANK ACCOUNTS & EDITING PREFERENCES

  • How to Add Your Bank Accounts
  • How to Change Your Set-Up After the EasyStep Interview

2.3 Lesson 2C – ADDING CUSTOMERS

  • How to Add Your Customers

2.4 Lesson 2D – ADDING JOBS

  • How to Add Jobs to Your Customers

2.5 Lesson 2E – ADDING VENDORS

  • How to Add Your Vendors

3.0  EDITING THE CHART OF ACCOUNTS

3.1 Lesson 3A – EDITING THE CHART OF ACCOUNTS

  • Importance
  • Basic Structure
  • Do’s & Don’ts
  • Numbering
  • How to Set-Up an Account
  • How & Why to Set-Up a Sub Account

3.2 Lesson 3B – WORKING WITH THE CUSTOMERS & JOBS LIST

  • Introduction to the Customer Center
  • How to Add a New Customer or Job
  • How to Edit a Customer or Job
  • How to Add Transactions From the Customer List

3.3 Lesson 3C – WORKING WITH THE EMPLOYEE CENTER

  • Introduction to the Employee Center
  • How to Add New Employees
  • How to Edit Employees

3.4 Lesson 3D – WORKING WITH THE VENDOR CENTER

  • Introduction to the Vendor Center
  • How to Add New Vendors
  • How to Edit Vendors
  • How to Add Transactions from the Vendor List

4.0 WORKING WITH BANK ACCOUNTS IN QUICKBOOKS

4.1 Lesson 4A – WORKING WITH BANK ACCOUNTS IN QUICKBOOKS

  • How to Write a QuickBooks Check
  • How to Use Bank Account Registers?

4.2 Lesson 4B – HANDWRITTEN CHECKS & TRANSFERRING MONEY

  • How to Enter a Handwritten Check
  • How to Transfer Money Between Accounts

4.3 Lesson 4C – RECONCILING BANK ACCOUNTS

  • How to Reconcile Your Bank Accounts

4.4 Lesson 4D – USING BANK FEEDS

  • Introduction to Bank Feeds
  • How to Use Bank Feeds

5.0 USING OTHER ACCOUNTS IN QUICKBOOKS

5.1 Lesson 5A – USING OTHER ACCOUNTS IN QUICKBOOKS

  • Understanding Other Account Types in QuickBooks
  • How to Enter a Credit Card Bill
  • How to Enter & Track Credit Card Charges
  • How to Enter Credit Card Credits (Returns)
  • How to Enter Cash Back Rewards
  • How to Reconcile Your Credit Card

5.2 Lesson 5B – USING FIXED ASSET ACCOUNTS IN QUICKBOOKS

  • How to Enter & Track Fixed Assets
  • How to Use the Fixed Asset Item List
  • How to Track depreciation

5.3 Lesson 5C – USING LIABILITY ACCOUNTS IN QUICKBOOKS

  • Understanding & How to Work with Liability Accounts
  • How to Track Loans
  • How to Properly Record a Payment on a Loan

6.0 ENTERING SALES INFORMATION INTO QUICKBOOKS

6.1 Lesson 6A – ENTERING SALES INFORMATION INTO QUICKBOOKS

  • Using Sales Forms in QuickBooks
  • How & When to Create an Invoice
  • How & When to Create a Sales Receipt
  • How & When to Create a Credit Memo

6.2 Lesson 6B – MEMORIZE SALES, ENTER SERVICE ITEMS, MULTIPLE PRICE LEVELS

  • How & Why to Memorize a Sale
  • How to Enter a New Service Item
  • How & Why to Use Multiple Price Levels

6.3 Lesson 6C – INVOICE LETTERS, REMINDER STATEMENTS & FINANCE CHARGES

  • How to Create Invoice Letters
  • How to Generate Reminder Statements
  • How to Assess Finance Charges on Past Due Balances

6.4 Lesson 6D – ENTERING A DAILY SALES SUMMARY FROM A POINT OF SALE SYSTEM

  • Overview of a Daily Sales Summary and Z-Out
  • Understanding the Set-Up of a Customer and Items in Recording a Daily Sales Summary
  • Recording Your Daily Sales Summary Correctly

7.0 RECEIVING PAYMENTS IN QUICKBOOKS

7.1 Lesson 7A – RECEIVING PAYMENTS IN QUICKBOOKS

  • How to Record Customer Payments
  • How to Record a Payment in Full for a Single Job
  • How to Record a Partial Payment on an Invoice
  • How to Apply One Payment to Multiple Jobs for the Same Customer

7.2 Lesson 7B – MAKING DEPOSITS, CASH BACK & BOUNCED CHECKS

  • How to Make Deposits
  • How to Record Cash Back from a Deposit
  • How to Handle Bounced Checks from Customers

8.0 ENTERING AND PAYING BILLS IN QUICKBOOKS

8.1 Lesson 8A – ENTERING AND PAYING BILLS IN QUICKBOOKS 

  • How to Handle Bills in QuickBooks & Why You Need to Use This Function
  • How to Enter Standard Bills the Right Way
  • How to Enter Credit Card Bills the Right Way
  • How to Pay Bills
    • How to Pay Part of a Bill
    • How to Combine Multiple Bills from One Vendor Into One Check or Separate Checks
    • How to Pay a Bill With a Credit Card
    • How to Assign Check Numbers to Hand Written Checks
    • How to Record Checks/Transactions if Using Online Banking

8.2 Lesson 8B – FILING FORMS 1099 IN QUICKBOOKS DESKTOP

  • Understanding & Obtaining Form W-9
  • Overview of Forms 1099 & 1096
  • How to Prepare Forms 1099 in QuickBooks Desktop

9.0 USING REPORTS IN QUICKBOOKS

9.1 Lesson 9A – USING REPORTS IN QUICKBOOKS

  • How Reports and Graphs Help You Understand Your Business
  • How to Create QuickReports
  • How to Zoom in on a Report
  • How to Create & Customize Preset Reports

9.2 Lesson 9B – WORKING IN THE REPORT CENTER

  • Intro to the Report Center
  • How & Why to Memorize Reports
  • How to Use Contributed Reports
  • How to Print Reports – Paper & PDF
  • How to Email Reports

9.3 Lesson 9C – EXPORTING REPORTS & QUICKINSIGHT GRAPHS

  • How to Export Reports to Microsoft Excel
  • How to Update Reports in Microsoft Excel
  • How to Create QuickInsight Graphs

9.4 Lesson 9D – SETTING UP AND REPORTING ON BUDGETS IN QUICKBOOKS

  • How to Create a New Budget
  • How to Enter Data Into Your Budget
  • How to Pull Up Reports for Your Budgets

10.0 SETTING UP INVENTORY IN QUICKBOOKS

10.1 Lesson 10A – SETTING UP INVENTORY IN QUICKBOOKS

  • How to Turn on Inventory
  • How to Enter Products Into Inventory
  • How to Order Products & Create Purchase Orders
  • How to Pull Up a Report of Purchase Orders Outstanding

10.2 Lesson 10B – OTHER ITEMS TO KNOW WHEN WORKING WITH INVENTORY

  • How to Receive Items Into Inventory
  • How to Enter a Bill for Inventory
  • How to Generate Inventory Reports
  • How & Why to Manually Adjust Inventory

11.0 TRACKING AND PAYING SALES TAX IN QUICKBOOKS

11.1 Lesson 11A – TRACKING AND PAYING SALES TAX IN QUICKBOOKS

  • Understanding How Sales Tax Works in QuickBooks
  • How to Set-Up Your Tax Rates & Tax Agencies
  • How to Indicate Who & What Gets Taxed
  • How to Apply Sales Tax to Each Sale

11.2 Lesson 11B – DETERMINING WHAT YOU OWE & PAYING SALES TAXES

  • How to Determine What Sales Tax You Owe
  • How to Use the Sales Tax Payable Register
  • How to Pay Your Sales Tax to the Tax Agencies

12.0 INTRODUCTION TO PAYROLL IN QUICKBOOKS

12.1 Lesson 12A – INTRODUCTION TO PAYROLL IN QUICKBOOKS

  • Introduction & Understanding Your Options

12.2 Lesson 12B – PAYROLL ITEMS, EMPLOYEES & PAYROLL SCHEDULES

  • How to Set-Up and Understand Payroll Items
  • How to Set-Up Employee Payroll Information
  • How to Set-Up Payroll Schedules

12.3 Lesson 12C – ENTERING TIME, PAYING EMPLOYEES & VIEWING PAYCHECKS

  • How to Enter Employee Time
  • How to Run a Payroll
  • How to View the Paycheck

12.4 Lesson 12D – TRACKING & PAYING PAYROLL TAXES, FILING PAYROLL FORMS

  • How to Track Your Payroll Tax Liabilities
  • How to Run the Payroll Liability Balance Report
  • How to Pay Payroll Taxes
  • Brief Overview of How to File Payroll Forms

12.5 Lesson 12E – RECORDING PAYROLL IN QUICKBOOKS FROM A PAYROLL COMPANY

  • Brief Overview of Payroll Expenses and Payroll Taxes Expense
  • How to Make Sense of the Payroll Company Reports
  • Step-by-Step Example of Entering a Payroll Company Payroll into QuickBooks

13.0 ESTIMATING AND PROGRESS INVOICING IN QUICKBOOKS

13.1 Lesson 13A – ESTIMATING AND PROGRESS INVOICING IN QUICKBOOKS

  • How to Create Jobs & Estimates
  • How to Write an Estimate
  • How to Create Multiple Estimates

13.2 Lesson 13B – INVOICING FROM ESTIMATES, ESTIMATE REPORTS & UPDATING STATUS

  • How to Create an Invoice From an Estimate
  • How to Display Reports from Estimates
  • How to Update Job Status & Mark Estimates Inactive

14.0 TRACKING TIME & MILEAGE IN QUICKBOOKS

14.1 Lesson 14A – TRACKING TIME & MILEAGE IN QUICKBOOKS

  • How to Track Time & Mileage
  • How to Turn on Time Tracking
  • How to Enter Time Data
  • How to Enter Mileage

14.2 Lesson 14B – INVOICING TIME & EXPENSES, PROJECT REPORTS

  • How to Invoice Time & Expenses to Customers
  • How to Display Project Reports for Time Tracking
  • How to Pay Nonemployees for Time Worked

15.0 CUSTOMIZING THE DESIGN & LAYOUT OF FORMS

15.1 Lesson 15A – CUSTOMIZING THE DESIGN & LAYOUT OF FORMS

  • Understanding QuickBooks Forms
  • How to Download Templates to Use
  • How to Customize Your Invoices & Forms
  • How to Design Custom Layouts for Forms

15.2 Lesson 15B – PREPARING QUICKBOOKS LETTERS

  • How to Use QuickBooks Letters
  • How to Prepare QuickBooks Letters
  • How to Edit QuickBooks Letters

16.0 PUTTING IT ALL TOGETHER

16.0 Lesson 16 – PUTTING IT ALL TOGETHER

  • How to Best Use What You’ve Learned
  • Where to Start?

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