What is Quick Books ?

QuickBooks 2015 is an accounting software program created by Intuit for small businesses and self-employed professionals. It can be used for almost all financial business processes. You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances. QuickBooks is your business' solution when it comes to bookkeeping and accounting. This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks 2015 or are a complete newbie to the software does not matter. We will teach you the software from beginning to end so that anyone, regardless of experience, learns all that they need to know to successfully use the program.

You will learn how to:

• Create a company file
• Navigate QuickBooks
• Create a chart of accounts
• Add the accounts you need to your chart of accounts
• Set up customers, vendors, and the products you sell in QuickBooks
• Create and send invoices and sales receipts
• Enter and pay bills
• Make journal entries
• Track expenses and income
• Manage your Account Receivable and Accounts Payable
• Connect to your bank through QuickBooks
• Create budgets and run reports
• And much more

Quick Books Modules 

The QuickBooks Environment

• The Home Page and Insights Tabs
• The Centers
• The Menu Bar and Keyboard Shortcuts
• The Open Window List
• The Icon Bar
• Customizing the Icon Bar
• The Chart of Accounts
• Accounting Methods
• Financial Reports

Creating a QuickBooks Company File

• Using Express Start         
• Returning to the Easy Step Interview      
• Creating a Local Backup Copy     
• Restoring a Company File from a Local Backup Copy        
• Setting Up Users             
• Single and Multiple User Modes
• Closing Company Files   
• Opening a Company File               

Using Lists      

• Using Lists          
• The Chart of Accounts   
• The Customers & Jobs Lis             
• The Employees List         
• The Vendors List              
• Using Custom Fields       
• Sorting List         
• Inactivating and Reactivating List Items 
• Printing Lists      
• Renaming & Merging List Items
• Adding Multiple List Entries from Excel  

Setting Up Sales Tax  

• The Sales Tax Process    
• Creating Tax Agencies   
• Creating Individual Sales Tax Items          
• Creating a Sales Tax Group          
• Setting Sales Tax Preferences    
• Indicating Taxable & Non-taxable Customers and Items 

Setting Up Inventory Items  

• Setting Up Inventory     
• Creating Inventory Items             
• Creating a Purchase Order          
• Receiving Items with a Bill            
• Entering Item Receipts 
• Matching Bills to Item Receipts 
• Adjusting Inventory       

Setting Up Other Items         

• Service Items    
• Non-Inventory Items     
• Other Charges  
• Subtotals            
• Groups
• Discounts           
• Payments           
• Changing Item Prices     

Currency

• Setup Multi currencies
• Create multicurrency transactions
• Create basic multicurrency reports

Basic Sales     

• Selecting a Sales Form   
• Creating an Invoice        
• Creating Batch Invoices
• Creating a Sales Receipt
• Finding Transaction Forms          
• Previewing Sales Forms
• Printing Sales Forms      

Using Price Levels     

• Using Price Levels

Creating Billing Statements 

• Setting Finance Charge Defaults
• Entering Statement Charges      
• Applying Finance Charges and Creating Statements         

Payment Processing

• Recording Customer Payments 
• Entering a Partial Payment         
• Applying One Payment to Multiple Invoices        
• Entering Overpayments
• Entering Down Payments or Prepayments           
• Applying Customer Credits          
• Making Deposits             
• Handling Bounced Checks           
• Automatically Transferring Credits Between Jobs             
• Manually Transferring Credits Between Jobs       

Handling Refunds     

• Creating a Credit Memo and Refund Check          
• Refunding Customer Payments

Entering and Paying Bills      

• Setting Billing Preferences          
• Entering Bills     
• Paying Bills         
• Early Bill Payment Discounts      
• Entering a Vendor Credit             
• Applying a Vendor Credit  

Using Bank Accounts

• Using Registers
• Writing Checks 
• Writing a Check for Inventory Items       
• Printing Checks
• Transferring Funds         
• Reconciling Accounts     
• Voiding Checks

Paying Sales Tax        

• Sales Tax Reports            
• Using the Sales Tax Payable Register       
• Paying Your Tax Agencies     

Reporting      

• Graph and Report Preferences  
• Using Quick Reports      
• Using QuickZoom            
• Using Preset Reports     
• Modifying a Report        
• Rearranging and Resizing Report Columns            
• Memorizing a Report     
• Memorized Report Groups         
• Printing Reports              
• Batch Printing Forms     
• Exporting Reports to Excel           
• Saving Forms and Reports as PDF Files   
• Comment on Report      
• Process Multiple Reports             
• Scheduled Reports         

Using Graphs 

• Using Graphs    
• Company Snapshot        

Customizing Forms   

• Creating New Form Templates  
• Performing Basic Customization
• Performing Additional Customization     
• The Layout Designer      
• Changing the Grid and Margins in the Layout Designer   
• Selecting Objects in the Layout Designer
• Moving and Resizing Objects in the Layout Designer        
• Formatting Objects in the Layout Designer          
• Copying Objects and Formatting in the Layout Designer 
• Adding and Removing Objects in the Layout Designer     
• Aligning and Stacking Objects in the Layout Designer      
• Resizing Columns in the Layout Designer              

Estimating     

• Creating a Job   
• Creating an Estimate     
• Duplicating Estimates    
• Invoicing From Estimates             
• Updating Job Statuses  
• Inactivating Estimates   
• Making Purchases for a Job         
• Invoicing for Job Costs  
• Using Job Reports        

Time Tracking

• Tracking Time and Printing a Blank Timesheet    
• Weekly Timesheets       
• Time/Enter Single Activity           
• Invoicing from Time Data             
• Using Time Reports        
• Tracking Vehicle Mileage             
• Charging Customers for Mileage

Payroll

• The Payroll Process        
• Creating Payroll Items   
• Setting Employee Defaults          
• Setting Up Employee Payroll Information             
• Creating Payroll Schedules          
• Creating Scheduled Paychecks  
• Creating Unscheduled Paychecks             
• Creating Termination Paychecks
• Voiding Paychecks          
• Tracking Your Tax Liabilities         
• Paying Your Payroll Tax Liabilities             
• Adjusting Payroll Liabilities          
• Entering Liability Refund Checks
• Process Payroll Forms   
• Tracking Workers Compensation           

Using Credit Card Accounts  

• Creating Credit Card Accounts   
• Entering Credit Card Charges     
• Reconciling and Paying Credit Cards

Assets and Liabilities

• Assets and Liabilities      
• Creating and Using an Other Current Asset Account         
• Removing Value from Other Current Asset Accounts       
• Creating Fixed Asset Accounts   
• Creating Liability Accounts          
• Setting the Original Cost of Fixed Assets
• Tracking Depreciation   
• The Loan Manager         
• The Fixed Asset Item List              

Equity Accounts        

• Equity Accounts
• Recording an Owner’s Draw       
• Recording a Capital Investment 

Writing Letters with QuickBooks     

• Using the Letters and Envelopes Wizard
• Editing Letter Templates              

Company Management       

• Viewing Your Company Information       
• Setting Up Budgets        
• Using the To Do List        
• Using Reminders and Setting Preferences            
• Making General Journal Entries 
• Using the Cash Flow Projector   
• Using Payment Reminders          

Using QuickBooks Tools       

• Company File Cleanup  
• Exporting and Importing List Data Using IIF Files
• Advanced Importing of Excel Data            
• Updating QuickBooks    
• Using the Calculator       
• Using the Calendar         
• The Income Tracker       
• The Bill Tracker
• The Lead Center              

Using the Accountant’s Review       

• Creating an Accountant’s Copy 
• Transferring an Accountant’s Copy          
• Importing Accountant’s Changes              
• Removing Restrictions