QuickBooks Level 1: Get Going With QuickBooks - Training Classes in Houston

This is a Hands-on, Instructor-led, QuickBooks Premier Training Class in Houston - Students also receive a step-by-step training manual with exercise link.

Please note QuickBooks software interface looks very similar in QuickBooks 2006, 2007, 2008 & 2009

QuickBooks 2009 Level 1: Get Going With QuickBooks

Course content

Lesson 1: Getting Started

Topic 1A: Starting QuickBooks

Topic 1B: Identifying Components of the QuickBooks Operating Environment

Topic 1C: Opening QuickBooks Centers

Topic 1D: Opening Other QuickBooks Windows

Topic 1E: Identifying Common Business Terms

Topic 1F: Setting Up QuickBooks in Multi-User Mode

Topic 1G: Exiting QuickBooks

Lesson 2: Setting Up a Company

Topic 2A: Creating a QuickBooks Company

Topic 2B: Using the Chart of Accounts

Topic 2C: Entering Account Opening Balances

Lesson 3: Working with Lists

Topic 3A: Creating Company Lists

Topic 3B: Working with the Customers & Jobs

Topic 3C: Working with the Employees List

Topic 3D: Working with the Vendors List

Topic 3E: Adding Customized Fields

Topic 3F: Managing Lists

Lesson 4: Setting Up Inventory

Topic 4A: Entering Products into Inventory

Topic 4B: Ordering Products

Topic 4C: Receiving Inventory

Topic 4D: Paying for Inventory

Topic 4E: Manually Adjusting Inventory

Lesson 5: Selling Your Product

Topic 5A: Creating Product Invoices

Topic 5B: Applying Credit to Invoices

Topic 5C: E-mailing Invoices

Topic 5D: Making Cash Sales

Lesson 6: Invoicing for Services

Topic 6A: Setting Up a Service Item

Topic 6B: Changing the Invoice Format

Topic 6C: Creating a Service Invoice

Topic 6D: Entering Statement Charges

Topic 6E: Creating Billing Statements

Lesson 7: Processing Payments

Topic 7A: Receiving Payments for Invoices

Topic 7B: Making Deposits

Topic 7C: Printing Statements

Lesson 8: Working with Bank Accounts

Topic 8A: Writing a QuickBooks Check

Topic 8B: Using Bank Account Registers

Topic 8C: Entering a Handwritten Check

Topic 8D: Transferring Funds Between Accounts

Topic 8E: Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills

Topic 9A: Handling Expenses

Topic 9B: Using QuickBooks for Accounts Payable

Topic 9C: Entering Bills

Topic 9D: Paying Bills

Lesson 10: Using the EasyStep Interview

Topic 10A: Using the EasyStep Interview

Lesson 11: Using Online Banking

Topic 11A: Setting Up an Internet Connection

Topic 11B: Activating Online Services

Topic 11C: Viewing, Downloading, and Matching Online Transactions

Topic 11D: Creating Online Payments

Topic 11E: Transferring Funds Online

Topic 11F: Canceling Online Payments

Topic 11G: Sending E-mail to Your Financial Institution

Lesson 12: Sharing Files with an Accountant

Topic 12A: Saving an Accountant’s Copy

Topic 12B: Removing Accountant’s Copy Restrictions

Topic 12C: Using the Accountant’s Copy File Transfer Service

Topic 12D: Importing an Accountant’s Changes

QuickBooks Level 2: Keep Going With QuickBooks - Training Classes in Houston

This is a Hands-on, Instructor-led, QuickBooks Premier Training Class in Houston - Students also receive a step-by-step training manual with exercise link.

Please note QuickBooks software interface looks very similar in QuickBooks 2006, 2007, 2008 & 2009

QuickBooks 2009 Level 2: Keep Going With QuickBooks

Course content 

Lesson 1: Customizing Forms

Topic 1A: Creating a Custom Template

Topic 1B: Modifying a Template

Topic 1C: Printing Forms

Lesson 2: Using Other QuickBooks Accounts

Topic 2A: Other QuickBooks Account Types

Topic 2B: Tracking Credit Card Transactions

Topic 2C: Working with Asset Accounts

Topic 2D: Working with Liability Accounts

Topic 2E: Understanding Equity Accounts

Lesson 3: Creating Reports

Topic 3A: Creating QuickReports

Topic 3B: Modifying QuickReports

Topic 3C: Memorizing QuickReports

Topic 3D: Running Preset Reports

Topic 3E: Modifying Preset Reports

Topic 3F: Exporting Reports to Microsoft Excel

Topic 3G: Printing Reports

Lesson 4: Creating Graphs

Topic 4A: Creating QuickInsight Graphs

Topic 4B: Using QuickZoom with Graphs

Topic 4C: Working with the Sales Graph

Topic 4D: Customizing Graphs

Topic 4E: Printing Graphs

Lesson 5: Tracking and Paying Sales Tax

Topic 5A: Using Sales Tax in QuickBooks

Topic 5B: Setting Up Tax Rates and Agencies

Topic 5C: Indicating Who and What Gets Taxed

Topic 5D: Applying Tax to Each Sale

Topic 5E: Determining What You Owe

Topic 5F: Paying Your Tax Agencies

Lesson 6: Doing Payroll with QuickBooks

Topic 6A: Using Payroll Tracking

Topic 6B: Setting Up for Payroll

Topic 6C: Setting Up Employee Payroll Information

Topic 6D: Writing a Payroll Check

Topic 6E: Printing Paycheck Stubs

Topic 6F: Tracking Your Tax Liabilities

Topic 6G: Paying Payroll Taxes

Topic 6H: Printing Forms 940 and 941

Lesson 7: Estimating, Time Tracking, and Job Costing

Topic 7A: Creating Job Estimates

Topic 7B: Creating an Invoice from an Estimate

Topic 7C: Displaying Project Reports for Estimates

Topic 7D: Updating the Job Status

Topic 7E: Tracking Time

Topic 7F: Displaying Project Reports for Time Tracking

Topic 7G: Displaying Other Project Reports

Lesson 8: Writing Letters

Topic 8A: Writing a QuickBooks Check

Topic 8B: Using Bank Account Registers

Lesson 9: Synchronizing with Contact Management Software

Topic 9A: Categorizing Contact Names in Microsoft Outlook

Topic 9B: Synchronizing with Microsoft Outlook

Topic 9C: Changing Synchronization Settings