Keep Going with QuickBooks® 2011 for Windows
Course Specifications
Course number: TLR0808
Course length: 1 day
Software: QuickBooks® Pro 2011  
Course Description
Delivery Method:  Instructor led training
Hardware/Software Requirements
•	QuickBooks® Pro 2011 for Microsoft® Windows 
Note: The QuickBooks Simple Start software is not recommended for use with the QuickBooks guides 

Performance-Based Objectives
•	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 Memorized Transactions
Topic 1E: Using a Memorized Transaction 
Topic 1F: Printing the Memorized Transaction List

Lesson 2: Customizing Forms 
Topic 2A: Creating a Custom Template
Topic 2B: Modifying a Template 
Topic 2C: Printing Forms

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 

Lesson 4: Creating Reports 
Topic 4A: Creating QuickReports 
Topic 4B: Modifying QuickReports 
Topic 4C: Memorizing QuickReports
Topic 4D: Running Preset Reports
Topic 4E: Modifying Preset Reports
Topic 4F: Exporting Reports to Microsoft Excel 
Topic 4G: Printing Reports

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

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

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: Writing a Payroll Check 
Topic 7E: Printing Paycheck Stubs
Topic 7F: Tracking Your Tax Liabilities
Topic 7G: Paying Payroll Taxes

Appendix A: Using Online Banking
Setting Up an Internet Connection 
Activating Online Services 
Viewing, Downloading, and Matching Online Transactions
Creating Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution

Appendix B: Sharing Files with an Accountant
Saving an Accountant's Copy
Importing an Accountant's Changes
Removing an Accountant's Copy Restrictions
Using the an Accountant's Copy File Transfer Service

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

Appendix D: Writing Letters 
Using the Letters and Envelopes Wizard 
Customizing Letter Templates