Keep Going With QuickBooks® 2013 for Windows
Course Specifications
Course number: TLR0810
Course length: 1 day
Software: QuickBooks® Pro 2013  
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
•	QuickBooks® Pro 2013 for Microsoft® Windows 
Note: The QuickBooks Simple Start software is not recommended for use with the QuickBooks guides.

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: Creating QuickReports 
Topic 4B: Customizing QuickReports 
Topic 4C: Memorizing QuickReports 
Topic 4D: Running Preset Reports 
Topic 4E: Customizing Preset Reports 
Topic 4F: Sharing Reports 
Topic 4G: Exporting Reports to Microsoft Excel 
Topic 4H: Printing Reports 
Topic 4I: 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 
Activating Online Services 
Viewing, Downloading, and Matching 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