Course Specifications

ISBN#: 978-0-9831088-6-3 Item Number: S-GSS2012 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 2012.

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