Course Specifications
Course number: TLR0810
Course length: 1 day
Software: QuickBooks® Pro 2014
Course Description
This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted
in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products
that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to
assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to
its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of
this version. Regardless of your skill level, you will learn with the greatest of ease.
Delivery Method: Instructor-led or self-paced
Hardware/Software Requirements
Performance-Based Objectives
After completing this training guide, you should be able to:
- Memorize transactions
- Customize forms
- Use other QuickBooks accounts
- Create reports
- Create graphs
- Track and pay sales tax
- Prepare payroll with QuickBooks
- Use online banking
- Share files with an accountant
- Estimate, time track, and job cost
- Write letters
Course Content
- Lesson 1: Memorizing Transactions
- Topic 1A: Entering a New Memorized Transaction
- Topic 1B: Editing a Memorized Transaction
- Topic 1C: Deleting a Memorized Transaction
- Topic 1D: Grouping a Memorized Transaction
- Topic 1E: Using a Memorized Transaction
- Topic 1F: Printing the Memorized Transaction List
- Topic 1G: Review
- Lesson 2: Customizing Forms
- Topic 2A: Creating a Custom Template
- Topic 2B: Modifying a Template
- Topic 2C: Printing Forms
- Topic 2D: Review
- Lesson 3: Using Other QuickBooks Accounts
- Topic 3A: Other QuickBooks Account Types
- Topic 3B: Working with Credit Card Transactions
- Topic 3C: Working with Fixed Assets
- Topic 3D: Working with Long-Term Liability Accounts
- Topic 3E: Using the Loan Manager
- Topic 3F: Review
- Lesson 4: Creating Reports
- Topic 4A: Working with QuickReports
- Topic 4B: Working with Preset Reports
- Topic 4C: Sharing Reports
- Topic 4D: Exporting Reports to Microsoft Excel
- Topic 4E: Printing Reports
- Topic 4F: Review
- Lesson 5: Creating Graphs
- Topic 5A: Creating QuickInsight Graphs
- Topic 5B: Using QuickZoom with Graphs
- Topic 5C: Working with the Sales Graph
- Topic 5D: Customizing Graphs
- Topic 5E: Printing Graphs
- Topic 5F: Review
- Lesson 6: Tracking and Paying Sales Tax
- Topic 6A: Using Sales Tax in QuickBooks
- Topic 6B: Setting Up Tax Rates and Agencies
- Topic 6C: Indicating Who and What Gets Taxed
- Topic 6D: Applying Tax to Each Sale
- Topic 6E: Determining What You Owe
- Topic 6F: Paying Your Tax Agencies
- Topic 6G: Review
- Lesson 7: Preparing Payroll with QuickBooks
- Topic 7A: Using Payroll Tracking
- Topic 7B: Setting Up for Payroll
- Topic 7C: Setting Up Employee Payroll Information
- Topic 7D: Setting Up a Payroll Schedule
- Topic 7E: Writing a Payroll Check
- Topic 7F: Printing Paycheck Stubs
- Topic 7G: Tracking Your Tax Liabilities
- Topic 7H: Paying Payroll Taxes
- Topic 7I: Preparing Payroll Tax Forms
- Topic 7J: Review
- Appendix A: 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
- Appendix B: Sharing Files with an Accountant
- Saving an Accountant’s Copy
- Importing an Accountant’s Changes
- Removing Accountant’s Copy Restrictions
- Using the Accountant’s Copy File Transfer Service
- Review
- Appendix C: 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
- Review
- Appendix D: Writing Letters
- Using the Letters and Envelopes Wizard
- Customizing Letter Templates
- Review