Section 1 - Work
with Items
Training Topics
1. Define
Items
2. Define Item Types
3. Create Different Types of Items
4. Add Custom Fields for Items
Section 2
- Work with Inventory
Training Topics
1. Enable Inventory
2. Enter Inventory Item
3. Order Product Using a Purchase Order
4. View Purchase Order Report
5. Receive Inventory
6. Enter a Bill
7. View Inventory Reports
8. Manually Adjust Inventory
Section 3
- Work with Sales Tax
Training Topics
1. Enable Sales Tax - Set Default
Sales Tax
2. Create a Tax Item
3. Group Single Taxes
4. Indicate Taxable Item and Taxable Customer
5. Apply Tax to a Sale
6. View Sales Tax Liability Report
7. View Sales Tax Payable Register
8. Make Sales Tax Payment
Section 4
- Payroll
Training Topics
1. Enable Payroll
2. View Payroll Items
3. Set Up Employee Defaults
4. Set Up Employee
5. Run Payroll Check
6. View Paycheck
7. Print Paycheck
8. Track Tax Liabilities
9. Pay Payroll Taxes
Section 5 - Work
with Lists
Training Topics
1. Define
Lists
2. Sort a List Manually
3. Sort a List in Ascending or Descending Order
4. Merge List Items
5. Create Customized Fields for Lists
6. Use the Notepad - Reminders List
Section 6 - Use
Estimates & Time Tracking
Training Topics - Use Estimates
1. Enable
Estimates & Progress Invoicing
2. Create a New Job
3. Create an Estimate
4. Change Job Status
5. Create Invoice from Estimate
Section 6 - Use
Estimates & Time Tracking Cont’d.
Training Topics - Use Time Tracking
1. Enable
Time Tracking
2. Configure Employee for Time Tracking
3. Record Employee Time on Timesheet
4. Invoice Customer
5. Create Service Item for Owner
6. Record Non-Employee Time Worked
7. Prepare Check for Non-Employee Time Worked
8. View Project Reports
Section 7
- Work with Accounts Payable
Training Topics
1. Split Expenses on Bill
2. Assign Reimbursable Expenses to Customers - Invoice Customer
3. Record Vendor Credits
4. Apply Credits
5. Memorize Bill
6. Use Memorized Bill
Section 8
- Work with Accounts Payable
Training Topics
1. Receive a Partial Payment
2. Receive an Over-Payment & Apply
3. Issue Credits & Refunds
4. Memorize Invoices
5. Create Statements
Section 9
- Work with Other Accounts
Training Topics - Work with Credit Cards
1. Enter Credit Card Charges
2. Reconcile Credit Card Statement
3. Pay Credit Card Bill
Training Topics - Track Asset Accounts
1. Set Up Current Asset Account to Track a Prepaid Expense
2. Set Up Fixed Asset Account to Track Depreciation on New Asset
3. Enter Depreciation Transaction
Training Topics - Track Liability Accounts
1. Add Long-Term Liability Account
2. Record Increase in Asset’s Cost Account
3. Record Payment On Loan
View Checking Account | Interest Expense | Loan Liability Account
Section 10
- Analyze Financial Data
Training Topics - Use Reports
1. Use QuickReports
2. Use Pre-set Reports
3. Print Reports
4. Export Reports to Microsoft Excel
Training Topics - Use Graphs
1. Create an Income & Expense Graph
2. Customize a Graph
3. Use QuickZoom
4. Customize How Graphs Display
Training Topics - Use Business Centers
1. Define the Business Centers
2. Navigate the Business Centers
Section 11
- Use Forms & Letters
Training Topics - Use Forms
1. Customize an Invoice
2. Design a Custom Layout for an Invoice
Training Topics - Use Letters
1. Prepare a Collection Letter
2. Edit a QuickBooks® Letter
