Course Specifications
Course number: 050 940
Course length: 6 Hours
Software: QuickBooks Pro Edition 2006
Course Description
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, along with
this course:
" Get Going With QuickBooks® 2006
Delivery Method: Instructor-led, One-On-One self-paced, classroom-delivery learning model with structured hands-on activities.
Course Objectives
Lesson 1: Customizing Forms
Creating a Custom Template
Modifying a Template
Printing Forms
Lesson 2: Using Other QuickBooks Accounts
Using Other QuickBooks Account Types
Tracking Credit Card Transactions
Working with Asset Accounts
Working with Liability Accounts
Understanding Equity Accounts
Lesson 3: Creating Reports
Creating QuickReports
Modifying QuickReports
Memorizing QuickReports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft Excel
Printing Reports
Lesson 4: Creating Graphs
Creating QuickInsight Graphs
Creating a New Graph
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
Lesson 5: Tracking and Paying Sales Tax
Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Determining What You Owe
Paying Your Tax Agencies
Lesson 6: Doing Payroll with QuickBooks
Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Printing Forms 940 and 941
Lesson 7: Estimating, Time Tracking, and Job Cost
Creating Job Estimates
Creating an Invoice from an Estimate
Displaying Project Reports for Estimates
Updating the Job Status
Tracking Time
Displaying Project Reports for Time Tracking
Displaying Other Project Reports
Lesson 8: Writing Letters
Using the Write Letters Wizard
Designing a Letter
Lesson 9: Synchronizing with Contact Management Software
Categorizing Contact Names in Microsoft
Outlook or ACT!
Synchronizing with Microsoft Outlook or ACT!
Changing Synchronization Settings