2015 Get Smart with QuickBooks for Windows – Instructor

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Textbook available in Instructor and Student Edition

What’s New in this Guide

  • Insights Dashboard on Home page
  • Improved, Modern Navigation makes QuickBooks easier
  • Ribbon layout instantly shows your options
  • Customer, Employee & Vendor Centers put more information at the fingertips
  • Insights Dashboard on Home page
  • New tab functionality
  • Multi User Admin
  • Income Tracker has been improved
  • Flags on Billable Time & Costs
  • Enhanced Reports

Course Specifications


Item Number: GSI2015

Hours of Instruction based on users skill-set: 16-24

System Requirements

This course covers features that are in QuickBooks Pro Edition 2015, sold separately. Verify that QuickBooks 2015 software is installed on your computer. Please refer to your software installation instructions for specific hardware requirements. QuickBooks 2015 software and a Windows XP, Windows Vista 64, Windows Server 2003, Windows Server 2008, or Windows 7 operating system. Refer to the QuickBooks software installation instructions for specific hardware requirements.

Course Description


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.


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 2015.

What’s New in this Guide

  • Insights Dashboard on Home page: Gives you the ability to view your profit and loss, income and expenses as well as your top customers
  • New tab functionality: Shows “transactions”, “contacts”, “to dos” and “notes” on the same page — no need to launch new windows
  • Multi User Admin: The Admin user now has the ability to end another user’s QuickBooks session even if they have unsaved data. This is mostly needed for those times you need to create a backup or other changes that require everyone to be logged out of the system, but some users failed to do so.
  • Income Tracker has been improved to add Time & Expenses transactions to the money bar. In addition, you have the option of excluding estimates, sales orders and time & expenses from the unbilled section of the money bar.
  • Flags on Billable Time & Costs: When you are adding billable time and costs to an invoice you can see how many records there are available in the various tabs, making it less likely that you’ll overlook something.
  • Company File: This feature lets you send a portable company file to someone (i.e., exchanging this between the accounting professional and the client) more easily than before.
  • Enhanced Reports: Reports are easier to read, customize, comment on and send.

Course Objectives

Getting Started

  • Starting QuickBooks
  • Setting up QuickBooks
  • Preferences
  • Identifying Components of the QuickBooks Operating Environment
  • Opening QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks

Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts

Working with Lists

  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Item List
  • Working with Other Lists Managing Lists

Setting Up Inventory

  • Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory

Selling Your Product

  • Creating Product Invoices
  • Applying Credit to Invoices
  • E-mailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts

Invoicing for Services

  • Setting Up a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Editing an Invoice
  • Voiding an Invoice
  • Deleting an Invoice
  • Entering Statement Charges
  • Creating Billing Statements

Processing Payments

  • Display the Open Invoices Report
  • Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks

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
  • Entering Vendor Credit

Using the EasyStep Interview

  • Using the EasyStep Interview

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

  • Working with QuickReports
  • Working with Preset Reports
  • Sharing 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
  • Setting up a Payroll Schedule
  • Writing a Payroll Check
  • Printing Paycheck Stubs
  • Tracking Your Tax Liabilities
  • Paying Payroll Taxes
  • Preparing Payroll Tax Forms

Using Online Banking

  • Setting Up an Internet Connection
  • Setting up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions
  • Creating Online Payments
  • Transferring Funds Online

Managing Company Files

  • Using QuickBooks in Multi-User Mode
  • Setting up users and Passwords
  • Setting a closing date
  • Sharing Files with an Accountant
  • Updating QuickBooks
  • Backing and Restoring a Company File
  • Condensing a Company File

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 2015 DemoTesting Knowledge

  • Concept Instructions
  • Student Quizzes
  • Answer Guide to Student Quizzes
  • QuickBooks Skill Testers