Course Specifications

ISBN#: 978-0-9831088-5-4
Item Number: KG2012
Hours of Instruction based on users skill-set: 8-16

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 2012.

What's New in this Guide

- Excel worksheet formatting
- Contributed reports
- Batch timesheets
- One-click transactions
- Payroll schedules
- Payroll forms

Course Objectives

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 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