FA/Quickbooks Tutorial

QuickBooks The First Time in QuickBooks®

 * Start QuickBooks for the first time
 * Describe the periodic activities that QuickBooks will help users perform
 * Begin the EasyStep Interview that QuickBooks uses to find out about a company
 * Enter basic company information that QuickBooks needs
 * Set up the standard list of accounts that QuickBooks provides

QuickBooks Online Banking and Budgets

 * Choose an online bank and open an account
 * Manage online transactions
 * Create a budget
 * View budget reports
 * Create a forecast

QuickBooks Setting Up Accounting

 * Choose preferences and features for use in QuickBooks
 * Set up income and expense accounts
 * Create billable items
 * Establish inventory and opening balances
 * Set up payroll

QuickBooks Entering Historical Data

 * Enter bills and deposits made in the past
 * Enter received bills and invoices
 * Show money received
 * Enter payroll and other payments
 * Find more help in QuickBooks

QuickBooks Managing Accounts and Lists

 * Add and delete accounts
 * Use the standard account list
 * Print a chart of accounts list and graphs
 * Find and add items to lists
 * View items in lists
 * Manage invoices prices receipts and bills for items in lists
 * Create customer vendor and employee lists
 * Generate item reports and graphs

QuickBooks Invoices and Sales Tax

 * Create an invoice
 * Track invoices
 * Record payments
 * Collect sales tax
 * Manage sales tax

QuickBooks Paying Bills

 * Receive goods
 * Write and print checks
 * Reconcile bank accounts with QuickBooks records
 * Record cash transactions

QuickBooks Managing Assets and Reports

 * Operate QuickBooks' income tracking system
 * Manage inventory
 * Create inventory reports
 * Calculate the worth of fixed assets
 * Produce standard QuickBooks reports
 * Customize reports

QuickBooks Paying Employees

 * Manage payroll
 * Set up employees
 * Update employee records
 * Create payroll checks
 * Make payments to independent contractors

QuickBooks Managing Taxes

 * Manage W-2s
 * Manage employee taxes
 * Pay withheld taxes
 * Print tax forms
 * Create tax reports