QuickBooks® Series
Total Time: 31 hours

Includes 12 months unlimited access (1 user) to ALL of the courses listed below:

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Includes 1 year unlimited access (1 user) to all courses listed below:

QuickBooks®: The First Time in QuickBooks® Time: 2 hours QBKC01

QuickBooks®: The First Time in QuickBooks® explains how to get started with QuickBooks and how to begin the EasyStep Interview process.

  • Using QuickBooks for the First Time
  • Preparing Information for QuickBooks
  • Beginning the Interview
  • Entering Basic Company Information
  • Entering Accounts and Inventory


QuickBooks®: Setting Up Accounting Time: 3 hours QBKC02

QuickBooks®: Setting Up Accounting shows users how to complete the EasyStep Interview to set up company records in QuickBooks.

  • Establishing Preferences
  • Enabling QuickBooks Features
  • Starting Accounts and Items
  • Setting Up Inventory
  • Entering Opening Balances
  • Setting Up Payroll


QuickBooks®: Entering Historical Data Time: 3 hours QBKC03

QuickBooks®: Entering Historical Data shows users how to enter existing or past information about their companies to establish QuickBooks information.

  • Entering Bills and Invoices
  • Entering Money Received
  • Entering Bills and Deposits
  • Entering Other Transactions
  • Getting Help in QuickBooks


QuickBooks®: Managing Accounts and Lists Time: 3 hours QBKC04

QuickBooks®: Managing Accounts and Lists shows users how to use QuickBooks to track accounts and manage items in their companies. This includes how to create and manage lists for viewing and how to generate reports and graphs for visually assessing a company's accounting status.

  • Understanding Accounts and Accounting
  • Adding and Deleting Accounts
  • Understanding Items
  • Viewing, Finding, and Adding Items in Lists
  • Managing Items
  • Creating Item Reports and Graphs
  • Customer, Vendor, and Employee Lists


QuickBooks®: Invoices and Sales Tax Time: 3 hours QBKC05

QuickBooks®: Invoices and Sales Tax shows users how to manage invoices and record sales tax information in QuickBooks.

  • Creating an Invoice
  • Tracking Invoices
  • Recording Income
  • Collecting Sales Tax
  • Managing Sales Tax


QuickBooks®: Paying Bills Time: 3 hours QBKC06

QuickBooks®: Paying Bills shows users how to pay bills through check writing and cash transactions in QuickBooks.

  • Receiving Goods and Paying Bills
  • Writing and Printing Checks
  • Tracking Checks
  • Entering Cash Transactions


QuickBooks®: Managing Assets and Reports Time: 3 hours QBKC07

QuickBooks®: Managing Assets and Reports shows users how to track inventory and other assets, and how to create QuickBooks reports on their business.

  • Using the Inventory Tracking System
  • Managing Inventory
  • Inventory Reports
  • Managing Fixed Assets
  • Standard Reports
  • Customizing Reports


QuickBooks®: Paying Employees Time: 3 hours QBKC08

QuickBooks®: Paying Employees shows users how to manage payroll, track employee information, and disburse payments to employees and contractors.

  • Managing Payroll in QuickBooks
  • Setting Up Employees
  • Updating Year-to-Date Amounts
  • Payday
  • Paying Independent Contractors


QuickBooks®: Managing Taxes Time: 4 hours QBKC09

QuickBooks®: Managing Taxes shows users how to withhold and pay employee taxes, create tax reports, and account for income taxes in QuickBooks.

  • Working with W-2s and Tax Tables
  • Setting up Employee Taxes
  • Withholding Taxes
  • Printing Tax Forms
  • Tax Reports
  • Accounting for Income Taxes


QuickBooks®: Online Banking and Budgets Time: 4 hours QBKC10

QuickBooks®: Online Banking and Budgets shows users how to manage online banking, create and track budgets, and use existing information to create forecast reports in QuickBooks.

  • Investigating Online Banking
  • Setting Up an Online Account
  • Managing Online Transactions
  • Budgeting
  • Forecasting
  • Creating Forecasts


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