Course Specifications
Course number: TLR0806
Course length: 1 day
Software: QuickBooks® Pro 2010
Course Description
Delivery Method: Instructor led training
Hardware/Software Requirements
Performance-Based Objectives
- Customize forms
- Use other QuickBooks accounts
- Create reports
- Create graphs
- Track and pay sales tax
- Prepare payroll with QuickBooks
- Estimate, time track, and job cost
- Write letters
Course Content
- Lesson 1: Customizing Forms
- Topic 1A: Creating a Custom Template
- Topic 1B: Modifying a Template
- Topic 1C: Printing Forms
- Lesson 2: Using Other QuickBooks Accounts
- Topic 2A: Other QuickBooks Account Types
- Topic 2B: Working with Credit Card Transactions
- Topic 2C: Working with Fixed Assets
- Topic 2D: Working with Long-Term Liability Accounts
- Topic 2E: Using the Loan Manager
- Topic 2F: Understanding Equity Accounts
- Lesson 3: Creating Reports
- Topic 3A: Creating QuickReports
- Topic 3B: Modifying QuickReports
- Topic 3C: Memorizing QuickReports
- Topic 3D: Running Preset Reports
- Topic 3E: Modifying Preset Reports
- Topic 3F: Exporting Reports to Microsoft Excel
- Topic 3G: Printing Reports
- Lesson 4: Creating Graphs
- Topic 4A: Creating QuickInsight Graphs
- Topic 4B: Using QuickZoom with Graphs
- Topic 4C: Working with the Sales Graph
- Topic 4D: Customizing Graphs
- Topic 4E: Printing Graphs
- Lesson 5: Tracking and Paying Sales Tax
- Topic 5A: Using Sales Tax in QuickBooks
- Topic 5B: Setting Up Tax Rates and Agencies
- Topic 5C: Indicating Who and What Gets Taxed
- Topic 5D: Applying Tax to Each Sale
- Topic 5E: Determining What You Owe
- Topic 5F: Paying Your Tax Agencies
- Lesson 6: Preparing Payroll with QuickBooks
- Topic 6A: Using Payroll Tracking
- Topic 6B: Setting Up for Payroll
- Topic 6C: Setting Up Employee Payroll Information
- Topic 6D: Writing a Payroll Check
- Topic 6E: Printing Paycheck Stubs
- Topic 6F: Tracking Your Tax Liabilities
- Topic 6G: Paying Payroll Taxes
- Topic 6H: Printing Forms 940 and 941
- Appendix A: Estimating, Time Tracking, and Job Costing
- Creating Job Estimates
- Creating an Invoice from an Estimate
- Displaying Reports for Estimates
- Updating the Job Status
- Tracking Time
- Displaying Reports for Time Tracking
- Tracking Vehicle Mileage
- Displaying Vehicle Mileage Reports
- Displaying Other Job Reports
- Appendix B: Writing Letters
- Using the Letters and Envelopes Wizard
- Customizing Letter Templates