CourseInfo | SimpliTrain

Get Smart With QuickBooks 2022 for Windows

Learning plan iconE-Learning

Description

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.

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.

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

Lesson Id Title Description
1 Getting Started Starting QuickBooks
Setting QuickBooks Preferences
Components of the QuickBooks Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks
2 Setting Up a Company Creating a QuickBooks Company
Using the Chart of Accounts
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 Setting Up Inventory Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
5 Selling Your Product Creating Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Creating Sales Receipts
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 Processing Payments Displaying the Open Invoices Report
Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks
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 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 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 Customizing Forms Creating a Custom Template
Modifying a Template
Printing Forms
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 Creating Reports Working with QuickReports
Working with Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports
14 Creating Graphs Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
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 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 Using the EasyStep Interview Using the EasyStep Interview
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 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 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 Writing Letters Using the Letters and Envelopes Wizard
Customizing Letter Templates
Self-Paced

Free

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This course includes: :
Full lifetime access