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Table of Contents
UNIT 1 BASIC SKILLS
Lesson 1 Introducing QuickBooks Pro
Presenting QuickBooks Pro Understanding Basic Accounting Introducing the Integrative Case Study: Skortis Landscaping Managing Basic QuickBooks Files Working with the QuickBooks Window Backing Up Your Company File
Reconciling Accounts Setting Up QuickBooks for Online Banking Going Online with QuickBooks Viewing Banking Reports
Integrative Case Study: Skortis Landscaping Planning and Creating a Company Customizing a Company File Editing Your QuickBooks Preferences Opening Balances and Historical Transactions Working with the Balance Sheet Report
Integrative Case Study: Skortis Landscaping Working with the Customer Center Understanding and Creating Service Items Creating Invoices Receiving Payments Entering Sales Receipts Making Deposits Dealing with NSF Checks Working with Customer-Related Reports
Integrative Case Study: Skortis Landscaping Exploring the Vendor List Entering Bills Paying Bills Writing Checks Producing Vendor and P&L Reports
Integrative Case Study: Skortis Landscaping Creating Bank Accounts Transferring Funds Managing Credit Card Transactions
Integrative Case Study: Skortis Landscaping Setting Up QuickBooks to Run Payroll Setting Up Employees Through the Payroll Setup Interview Working with the Employee List Dealing with Payroll Taxes Creating Paychecks Tracking and Paying Payroll Liabilities Working with 1099s and Processing Payroll Forms
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Integrative Case Study: Skortis Landscaping Working with Other Current Assets Transferring Funds Between Accounts Tracking Petty Cash Working with Fixed Asset Accounts Setting Up a Long Term Liability Working with Equity Accounts
Lesson 9 Creating Estimates and Using Classes, Job Costing and Time Tracking
Integrative Case Study: Skortis Landscaping Working with Classes Applying Classes to Transactions Running Class Reports Creating an Estimate for a Job Using QuickBooks Time Tracking Feature Reporting for Estimates and Time Tracking
Appendices
Appendix A Using File Storage Media Appendix B Need to Know Accounting Appendix C Integrating with Microsoft Office Applications (Available Online)
Case Study
Integrating with Microsoft Outlook Websim: Synchronizing with Outlook Hands-On C.1 Integrate with Outlook Conducting a Mail Merge with Microsoft Word What is Mail Merge? QuickBooks Role in the Merge Hands-On C.2 Perform a Mail Merge with Word Exporting QuickBooks Reports with Microsoft Excel The Benefits of Using Excel Hands-On C.3 Send a Report to Excel
Index
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