Course Specifications

ISBN#: 978-0-9831088-7-0
Item Number: GSI2012
Hours of Instruction based on users skill-set: 16-24


System Requirements
This course covers features that are in QuickBooks Pro Edition 2012, sold separately. Verify that QuickBooks 2012 software is installed on your computer. Please refer to your software installation instructions for specific hardware requirements.

QuickBooks 2012 software and a Windows XP, Windows Vista, Windows Server 2003, Windows Server 2008, or Windows 7 operating system. Refer to the QuickBooks software installation instructions for specific hardware requirements.

Course Description

Prerequisites
You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Delivery Method
Instructor-led, self-paced, classroom-delivery learning model with structured hands-on activities.

Benefits
First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2011.

What's New in this Guide

- The Calendar view
- Handling bounced checks
- The Lead Center
- Excel worksheet formatting
- The Document Center
- Contributed reports
- Home page customization
- Batch timesheets
- Back up and restore
- Payroll schedules
- The Other Names list
- Payroll forms
- One-click transactions

Course Objectives

Getting Started
Starting QuickBooks
Identifying Components of the QuickBooks
Operating Environment
Opening QuickBooks Centers
Opening Other QuickBooks Windows
Using QuickBooks Search
Identifying Common Business Terms
Setting Up QuickBooks in Multi-user Mode
Exiting QuickBooks

Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts
Entering Account Opening Balances

Working with Lists
Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Adding Customized Fields
Managing Lists

Setting Up Inventory
Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory

Selling Your Product
Creating Product Invoices
Applying Credit to Invoices
E-mailing Invoices
Making Cash Sales

Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Creating Batch Invoices
Entering Statement Charges
Creating Billing Statements

Processing Payments
Display the Open Invoices Report
Use the Collections Center
Receiving Payments for Invoices
Making Deposits
Printing Statements

Working with Bank Accounts
Writing a QuickBooks Check
Voiding a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts

Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills

Memorizing Transactions
Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Grouping Memorized Transactions
Using a Memorized Transaction
Printing the Memorized Transaction List

Customizing Forms
Creating a Custom Template
Modifying a Template
Printing Forms

Using Other QuickBooks Accounts
Other QuickBooks Account Types
Working with Credit Card Transactions
Working with Fixed Assets
Working with Long-Term Liability Accounts
Using the Loan Manager

Creating Reports
Creating QuickReports
Modifying QuickReports
Memorizing QuickReports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft Excel
Printing Reports

Creating Graphs
Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

Tracking and Paying Sales Tax
Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Indicating Who and What Gets Taxed
Applying Tax to Each Sale
Determining What You Owe
Paying Your Tax Agencies

Preparing Payroll with QuickBooks
Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes

Using the EasyStep Interview
Using the EasyStep Interview

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

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

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

Writing Letters
Using the Letters and Envelopes Wizard
Customizing Letter Templates

QuickBooks 2012 Demo

Testing Knowledge
Concept
Instructions
Student Quizzes
Answer Guide to Student Quizzes
QuickBooks Skill Testers