Keep Going With QuickBooks® 2018 for Windows

$50.00 (+ s&h)

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Course Specifications

Item Number: KG2018 ISBN #: 978-1-942020-05-9

Hours of instruction based on user’s skill-set: 8-12

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 and completing the Get Going With QuickBooks 2018 course 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?

  • Ability to toggle between cash and accrual basis reports

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

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

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