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 File

• Using Express Start         
• Returning to the Easy Step 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 Lis             
• The Employees List         
• The Vendors List              
• Using Custom Fields       
• Sorting List         
• Inactivating and Reactivating List Items 
• Printing Lists      
• Renaming & 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 and 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     

Currency

• Setup Multi currencies
• Create multicurrency transactions
• Create basic multicurrency reports

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           
• Automatically Transferring Credits Between Jobs             
• Manually Transferring Credits Between Jobs       

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         
• 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 Quick Reports      
• Using QuickZoom            
• Using Preset Reports     
• Modifying a Report        
• Rearranging and Resizing Report Columns            
• Memorizing a Report     
• Memorized Report Groups         
• Printing Reports              
• Batch Printing Forms     
• Exporting Reports to Excel           
• Saving Forms and Reports as PDF Files   
• Comment on Report      
• Process Multiple Reports             
• Scheduled 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 Estimates             
• 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 Your 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 Credit Card Charges     
• Reconciling and Paying Credit Cards

Assets and Liabilities

• Assets and Liabilities      
• Creating and Using an Other Current Asset Account         
• Removing Value from Other Current Asset Accounts       
• Creating Fixed Asset Accounts   
• Creating Liability Accounts          
• Setting the Original Cost of Fixed Assets
• 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 Payment Reminders          

Using QuickBooks Tools       

• Company File Cleanup  
• Exporting and Importing List Data Using IIF Files
• Advanced Importing of Excel Data            
• Updating QuickBooks    
• Using the Calculator       
• 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