Keep Going with QuickBooks

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Course Overview

From reporting to automating tasks, working with more advanced features and accounts, this course moves beyond the basics and enables students to work with more advanced features in QuickBooks.

Who Should Attend

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, 2016, 2018 or 2020.

Course Objectives

    Upon completion of this course, students will be able to work with memorized transactions, customize forms, work with credit card, fixed asset, and long-term liability accounts, work with and customize reports, create graphs, track and pay sales tax, and understand how to prepare to use payroll with QuickBooks.

Course Outline

1 - 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

2 - CUSTOMIZING FORMS

  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms

3 - 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

4 - CREATING REPORTS

  • Working with QuickReports
  • Working with Preset Reports
  • Sharing Reports
  • Exporting Reports to Microsoft Excel
  • Printing Reports

5 - CREATING GRAPHS

  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working with the Sales Graph
  • Customizing Graphs
  • Printing Graphs

6 - 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

7 - 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

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Class Dates & Times

Class times are listed Eastern time

This is a 2-day class

Class dates not listed.
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The classes listed are available to all United Training customers and does not reflect, in any way,
the availability or support of technology within the University of Maine System.