QuickBooks 2015

This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software.

Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

Performance Based Objectives

• Set up a company
• Work with lists
• Set up inventory
• Sell your product
• Invoice for services
• Process payments
• Work with bank accounts
• Enter and pay bills
• Use the EasyStep Interview

Lesson 1: Getting Started

• Starting QuickBooks
• Setting QuickBooks Preferences
• Identifying Components of the QuickBooks Operating Environment
• Using QuickBooks Help
• Identifying Common Business Terms
• Exiting QuickBooks

Lesson 2: Setting Up a Company

• Creating a QuickBooks Company
• Using the Chart of Accounts

Lesson 3: Working with Lists

• Creating Company Lists
• Working with the Customers & Jobs List
• Working with the Employees List
• Working with the Vendors List
• Working with the Item List
• Working with Other Lists
• Managing Lists

Lesson 4: Setting Up Inventory

• Entering Inventory
• Ordering Inventory
• Receiving Inventory
• Paying for Inventory
• Manually Adjusting Inventory

Lesson 5: Selling Your Product

• Creating Product Invoices
• Applying Credit to Invoices
• Emailing Invoices
• Setting Price Levels
• Creating Sales Receipts

Lesson 6: Invoicing for Services

• Setting Up a Service Item
• Changing the Invoice Format
• Creating a Service Invoice
• Editing an Invoice
• Voiding an Invoice
• Deleting an Invoice
• Entering Statement Charges
• Creating Billing Statements

Lesson 7: Processing Payments

• Displaying the Open Invoices Report
• Using the Income Tracker
• Receiving Payments for Invoices
• Making Deposits
• Handling Bounced Checks

Lesson 8: Working with Bank Accounts

• Writing a QuickBooks Check
• Voiding a QuickBooks Check
• Using Bank Account Registers
• Entering a Handwritten Check
• Transferring Funds Between Accounts
• Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills

• Handling Expenses
• Using QuickBooks for Accounts Payable
• Entering Bills
• Paying Bills
• Entering Vendor Credit

Lesson 1: Memorizing Transactions

• Entering a New Memorized Transaction
• Editing a Memorized Transaction
• Deleting a Memorized Transaction
• Grouping Memorized Transactions
• Using a Memorized Transaction
• Printing the Memorized Transaction List

Lesson 2: Customizing Forms

• Creating a Custom Template
• Modifying a Template
• Printing Forms

Lesson 3: Using Other QuickBooks Accounts

• Other QuickBooks Account Types
• Working with Credit Card Transactions
• Working with Fixed Assets
• Working with Long-Term Liability Accounts
• Using the Loan Manager

Lesson 4: Creating Reports

• Working with QuickReports
• Working with Preset Reports
• Sharing Reports
• Exporting Reports to Microsoft Excel
• Printing Reports

Lesson 5: Creating Graphs

• Creating QuickInsight Graphs
• Using QuickZoom with Graphs
• Working with the Sales Graph
• Customizing Graphs
• Printing Graphs

Lesson 6: 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
• Paying Your Tax Agencies

Lesson 7: 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
• Printing Paycheck Stubs
• Tracking Your Tax Liabilities
• Paying Payroll Taxes
• Preparing Payroll Tax Forms