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Keep Going with QuickBooks 2015 - Course Information
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Name: Keep Going with QuickBooks 2015
Category: QuickBooks
Length (Days): 2
Course Price (CAD): 1000
Description:
Prerequisites:
Previous knowledge of this application is not required.

Participants should have basic Windows operating skills (Computers 101 class or equivalent). This includes understanding the basic operation of a mouse and keyboard, being able to navigate the Windows hierarchy, as well as being able to open and close files in an application.
Outline:
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
Review

2 - CUSTOMIZING FORMS

Creating a Custom Template
Modifying a Template
Printing Forms
Review

3 - USING OTHER QUICKBOOK ACCOUNTS

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

4 - CREATING REPORTS

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

5 - CREATING GRAPHS

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

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
Review

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
Pringint Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Preparing Payroll Tax Forms
Review

8 - USING ONLINE BANKING

Setting Up an Internet Connection
Setting Up Bank Feeds for Accounts
Viewing, Downloading, and Adding Online Transactions
Creating Online Payments
Transferring Funds Online
Canceling Online Payments
Review

9 - MANAGING COMPANY FILES

Using QuickBooks in Multi-User Mode
Setting Up Users and Passwords
Setting a Closing Date
Sharing Files with an Accountant
Updating QuickBooks
Backing Up and Restoring a Company File
Condensing a Company File
Review

Actual course outline may vary depending on offering center. Contact your sales representative for more information.
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