QuickBooks 2012

Getting Started
QuickBooks Course Objectives
Versions of QuickBooks

Getting Around in QuickBooks
The Home Page
Customizing Your Toolbars
Items for Customization
Understanding Preferences
More Preferences

Setting Up QuickBooks
The Easy Step Interview
Advanced Setup pt. 1
Advanced Setup pt. 2

Accounting 101
The Accounting Process
Basics of the Balance Sheet
Basics of Income & Cash Flow
QuickBooks Balance Sheet
QuickBooks Income Statement
QuickBooks Statement of Cash Flow

Understanding the Chart of Accounts
The Chart of Account Listing
Creating New Accounts
Editing & Exploring

Working With Lists
Introduction to Lists
Customer Center
Vendor Center
Items
Employee Center

Simplifying Your Banking
Using Registers
Deposits & Withdrawals
Transferring Between Accounts
Reconciling Your Accounts
Reconciling Loan Balances
Credit Cards
Other Considerations

Setting up Inventory
Using the Inventory Features
Planning Your Inventory System
Entering Inventory pt. 1
Entering Inventory pt. 2
Other Items

Working with Inventory
Receiving Inventory
Entering a Bill for Inventory
Taking a Physical Inventory
Inventory Adjustments

Collecting & Paying Sales Tax
Sales Tax Setup
Applying Tax to a Sale
Reconciling Your Sales Tax Liability
Paying Your Taxes

Jobs & Customers
Using Job Reports
Understanding the Data

Creating Estimates
Setting Up Estimates
Changing Estimates to Invoices
Using Estimate Reports

Sales Orders
Sales Order vs. Purchase Orders
Entering a Purchase Order
Item Information
Understanding the Process

Entering Invoices
Sales Receipts
Creating an Invoice
Recording a Payment
Discounts & Credits
Changes & Estimates

Receiving Payments
Recording Customer Payments
Customer Balance & A/R Reports
Partial Payments & History
Making Deposits
Credit Card Deposits
Miscellaneous Receipts

Writing a Check
Entering Checks
Expenses vs. Items
Check Reports
Finding Information

Entering & Paying Bills
Entering
Paying Bills
Applying a Credit
Reports for Tracking Bills

Reporting Financial Data
Report Center
Customizing pt. 1
Customizing pt. 2
Memorizing Reports

Entering Payroll
Overview of Payroll
Establishing the Accounts
Payroll Items
Entering a New Item
Setting Up Employees
Employee Compensation
Running Payroll
Payroll Reports

Tracking Time
Weekly Timesheets
Single Activity Time
Billing Time on Invoices
Finding Unbilled Hours

Customizing Forms
About QuickBooks Forms
Working with Form Templates
Editing & Basic Customization
Additional Customization
Creating Your Own Template

The Layout Designer
Using the Layout Properties Button
Working in the Layout Designer
More Designer Touches

Integrating QuickBooks with Other Products
Exporting to Microsoft Excel
Payroll Reports in Microsoft Excel
Microsoft Word Letters

Conclusion
Course Wrap Up

Credits
About the Author