Mastering Intuit® QuickBooks® Pro 2012- 2013

Course Name

Mastering Intuit® QuickBooks® Pro 2012- 2013

Contact Hours: 24

Course Description

Mastering QuickBooks 2012-13 will teach you how the experts use QuickBooks. Business owners must have accurate financial information in order to make educated business decisions. QuickBooks financial software makes it easy to track the income, expense, assets and liabilities easily. It is important that the individual using the software understand the basics on how to setup the file, post transactions properly, create and read reports, as well as manage the data they are entering. The use of the Home Page, Centers, and drop down menus will make it easy for you to customize your navigation with QuickBooks.

By the time you have finished this course, you will understand how to properly setup a QuickBooks company file, work with the chart of accounts and various lists, as well as properly account for transactions such as customer invoices, bill payments, payroll, inventory, sales tax, and more. The setup is so important and by watching this course you will learn and understand the important areas of QuickBooks. In addition, you will understand how important the period end process is and how to manage it including file maintenance, account review, and reconciliation.

 

This course can be completed as quickly as you care to progress through it. As a benefit, the e-learner is provided 1 year post course completion access to this course including any updates that are made to the curriculum from the time of official enrollment. 

Outcome

You will learn:

  • How to Setup a Company File, Lists, and Accounts

  • How to Work with Inventory and Sales Tax

  • How to Work with Payroll

  • How to Work with Document Templates and Create Transactions

  • How to Finalize Your Accounting with Reconciling and Closing Password

Assessment

This course allows for self-directed work and does not require that you take a test. Apply what you have learned to your own projects.

Outline

What's New in QuickBooks Pro 2013

  • Overview of What's New in QuickBooks 2013
  • Exploring the New & Enhanced Features

QuickBooks Overview

  • The Purpose of Using QuickBooks
  • The Many Different Versions of QuickBooks
  • Making the Right Choice

The Company File

  • Setting Up a New Company File
  • Opening an Existing Company File

Setting Up for Multiple Users

  • Setting Up User Permissions
  • Working with an External Accountant

Navigation in QuickBooks

  • Using the Drop-Down Menus
  • Using the Home Page, Customer Center, Vendor Center & Icon Bar
  • Using the Control Key Functions

Adjusting Preferences

  • Accounting Preferences
  • Checking Preferences
  • Desktop View Preferences
  • General Preferences
  • Payments Preferences
  • Payroll & Employees Preferences
  • Reports & Graphs Preferences
  • Sales Tax Preferences
  • Send Forms Preferences
  • Tax 1099 Preferences
  • Time & Expenses Preferences

The Chart of Accounts

  • Accounting 101
  • Adding New Accounts & Choosing the Right Type
  • Editing & Merging Accounts

Company Lists

  • Working with Lists
  • Adding & Editing Multiple List Entries

Importing Data

  • General Importing Strategies & Methods
  • Importing & Copying/Pasting Data from Microsoft® Excel®
  • Exporting & Importing .IFF Files

Working with Bank Accounts

  • Creating & Using Accounts
  • Writing Checks
  • Memorizing Recurring Checks
  • Transferring Funds between Accounts

Creating Items

  • Creating Service Items
  • Creating Non-Inventory Items
  • Creating Inventory Items
  • Creating Other Charge Items
  • Creating Sales Tax Items
  • Creating Discount Items
  • Creating Subtotal Items
  • Creating Group Items

The Basics of Working with Inventory

  • Working with Purchase Orders
  • Receiving Items without a Bill
  • Receiving Items with a Bill
  • Handling Prepaid Inventory

 

Working with Vendors & Paying Bills

  • Creating & Editing Vendors
  • Entering Vendor Bills
  • Entering Vendor Credits
  • Paying Bills
  • Adding Custom Fields
  • Adding Notes

Customers, Jobs & Recording Sales

  • Creating & Editing Customers
  • Entering Customer Payment & Job Info
  • Creating Jobs
  • Creating Estimates
  • Creating Invoices
  • Memorizing Recurring Invoices

Sales Adjustments & Statements

  • Creating Credit Memos for Refunds & Returns
  • Working with Finance Charges
  • Creating Statements

Customizing Templates & Forms

  • Working with Intuit Standard Templates
  • Duplicating Templates
  • Working with Layout Designer
  • Naming Templates
  • Importing & Exporting Templates

Accounts Receivable & Deposits

  • Changing the Undeposited Funds Preference
  • Receiving Payments
  • Making Deposits

Sales Tax

  • Setting Up Sales Tax
  • Setting Up Customers with Sales Tax Codes
  • Creating Sales Tax Reports
  • Adjusting Sales Tax
  • Paying Sales Tax

Reports & the Report Center

  • Working with the Report Center View
  • Working with Company Reports
  • Working with Customer Reports
  • Working with Vendor Reports
  • Working with Memorized Reports
  • Working with Accountant & Taxes Reports

Managing Employees

  • Payroll Subscription Options
  • Setting Up Payroll
  • Adding Employees
  • Creating & Using Timesheets