Keep Going QuickBooks 2001

Training Overview

Lesson 1. Customizing Forms

a. Customize an invoice

b. Modify a purchase order template

c. Print invoices

Lesson 2. Using Other QuickBooks Accounts

a. Use other QuickBooks account types

b. Track credit card transactions

c. Work with asset transactions

d. Work with liability accounts

e. Understand equity accounts

Lesson 3. Creating Reports

a. Create QuickReports

b. Modify QuickReports

c. Memorize QuickReports

d. Run preset reports

e. Modify preset reports

f. Export reports to Microsoft Excel

g. Print reports

Lesson 4. Creating Graphs

a. Create QuickInsight graphs

b. Create a new graph

c. Use QuickZoom with graphs

d. Work with the Sales graph

e. Customize graphs

f. Print graphs

Lesson 5 Tracking And Paying Sales Tax

a. Use sales tax in QuickBooks

b. Set up tax rates and agencies

c. Determine what you owe

d. Pay your tax agencies

Lesson 6 Doing Payroll With QuickBooks

a. Use payroll tracking

b. Set up for payroll

c. Set up employee payroll information

d. Write a payroll check

e. Print paycheck stubs

f. Track your tax liabilities

g. Pay payroll taxes

h. Print Forms 940 and 941

Appendix A Estimating, Time Tracking, and Job Costing

a. Create job estimates

b. Create an invoice from an estimate

c. Display project reports for estimates

d. Update the job status

e. Track time

f. Display project reports for time tracking

g. Display other project reports

Appendix B Writing Letters

a. Use the letter writing feature of QuickBooks Pro

b. Design a letter

Appendix C Synchronizing With Contact Management Software

a. Categorize contact names in Microsoft Outlook or ACT

b. Synchronize with Microsoft Outlook or ACT

c. Change synchronization settings