Get Smart with QuickBooks 2018 for Windows – Instructor

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Course Specifications Item Number: GSI2018 ISBN #: 978-1-942020-07-3

Hours of Instruction based on user’s skill-set: 16-24

This course covers features that are in QuickBooks Pro and Premier 2018. The Intuit1 QuickBooks software is sold separately.

System Requirements

QuickBooks Pro or Premier 2018 software and a Windows2 10, Windows 8.1 (Update 1), Windows 7 SP1, Windows Server 2016, Windows Server 2012 R2, Windows Server 2011 SP1, Windows Server 2008 R2 SP1 operating system is required, along with Internet Explorer 11 (32-bit). Refer to the QuickBooks installation instructions for specific database server and 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 2018.

What’s New in This Guide?

  • A new search bar in the Chart of Accounts allowing you to quickly find an account or subaccount
  • Enhanced web mail security
  • Ability to display a Past Due stamp on outstanding invoices
  • A Bill Tracker feature allowing you to easily view the status of bills, making it easier to manage payables
  • Ability to toggle between cash and accrual basis reports

Course Objectives

Getting Started

Starting QuickBooks

Setting QuickBooks Preferences

Identifying Components of the QuickBooks Operating Environment

Using 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

Emailing 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

Displaying 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

Paying Bills

Entering Vendor Credit

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 the EasyStep Interview

Using the EasyStep Interview

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

Canceling Online Payments

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 Up 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 2018 Demo

Starting QuickBooks

Testing Knowledge

Concept Instructions

Student Quizzes

QuickBooks Skills Tester

Answers for Testing Knowledge


Answer Guide to Student Quizzes

Marking Scheme for QuickBooks Skill Testers