In this course you will learn the features in QuickBooks Pro and Premier 2022. 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 2022.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

At course completion, you will be able to:
Set up a company
Set up and manage inventory
Invoice and process payments
Customize forms
Create reports
Track and pay sales tax
Prepare payroll

1
  • 1 - GETTING STARTED

  • Starting QuickBooks

    Setting QuickBooks Preferences

    Components of the QuickBooks Operating Environment

    Using QuickBooks Help

    Identifying Common Business Terms

    Exiting QuickBooks


2
  • 2 - SETTING UP A COMPANY

  • Creating a QuickBooks Company

    Using the Chart of Accounts


3
  • 3 - WORKING WITH LISTS

  • Creating Company Lists

    Working with the Customers & Jobs List

    Working with the Employees List

    Working with the Vendors List

    Working with the Item List

    Working with Other Lists

    Managing Lists


4
  • 4 - SETTING UP INVENTORY

  • Entering Inventory

    Ordering Inventory

    Receiving Inventory

    Paying for Inventory

    Manually Adjusting Inventory


5
  • 5 - SELLING YOUR PRODUCT

  • Creating Product Invoices

    Applying Credit to Invoices

    Emailing Invoices

    Setting Price Levels

    Creating Sales Receipts


6
  • 6 - INVOICING FOR SERVICES

  • Setting Up a Service Item

    Changing the Invoice Format

    Creating a Service Invoice

    Editing an Invoice

    Voiding an Invoice

    Deleting an Invoice

    Entering Statement Charges

    Creating Billing Statements

    Automated Send Statements


7
  • 7 - PROCESSING PAYMENTS

  • Displaying the Open Invoices Report

    Using the Income Tracker

    Receiving Payments for Invoices

    Making Deposits

    Handling Bounced Checks


8
  • 8 - WORKING WITH BANK ACCOUNTS

  • Writing a QuickBooks Check

    Voiding a QuickBooks Check

    Using Bank Account Registers

    Entering a Handwritten Check

    Transferring Funds Between Accounts

    Reconciling Checking Accounts


9
  • 9 - ENTERING AND PAYING BILLS

  • Using QuickBooks for Accounts Payable

    Using the Bill Tracker

    Entering Bills

    Paying Bills

    Entering Vendor Credit

    Handling Expenses

    Managing Receipts


10
  • 10 - 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


11
  • 11 - CUSTOMIZING FORMS

  • Creating a Custom Template

    Modifying a Template

    Printing Forms


12
  • 12 - 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


13
  • 13 - CREATING REPORTS

  • Working with QuickReports

    Working with Preset Reports

    Sharing Reports

    Exporting Reports to Microsoft Excel

    Printing Reports


14
  • 14 - CREATING GRAPHS

  • Creating QuickInsight Graphs

    Using QuickZoom with Graphs

    Working with the Sales Graph

    Customizing Graphs

    Printing Graphs


15
  • 15 - 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


16
  • 16 - 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 Form


17
  • 17 - USING THE EASYSTEP INTERVIEW

  • Using the EasyStep Interview


18
  • 18 - USING ONLINE BANKING

  • Setting Up an Internet Connection

    Setting Up Bank Feeds for Accounts

    Viewing, Downloading, and Adding Online

    Transactions

    Creating Online Payments

    Transferring Funds Online

    Canceling Online Payments


19
  • 19 - MANAGING COMPANY FILES

  • Using QuickBooks in Multi-user Mode

    Setting Up Users and Passwords

    Setting a Closing Date

    Sharing Files with an Accountant

    Updating QuickBooks

    Backing Up and Restoring a Company File

    Condensing a Company File


20
  • 20 - ESTIMATING, TIME TRACKING, AND JOB COSTING

  • Creating Job Estimates

    Creating an Invoice from an Estimate

    Displaying Reports for Estimates

    Updating the Job Status

    Tracking Time

    Displaying Reports for Time Tracking

    Tracking Vehicle Mileage

    Displaying Vehicle Mileage Reports

    Displaying Other Job Reports


21
  • 21 - WRITING LETTERS

  • Using the Letters and Envelopes Wizard

    Customizing Letter Templates


Audience

Anyone interested in leveraging QuickBooks will benefit.

Language

English

Prerequisites

You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended

$870

Length: 2.0 days (16 hours)

Level:

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