Where
Compusoft
Houston
Houston, TX
Upcoming
Wednesday, March 13, 2013
Categories
Events,
Learning
QuickBooks Level 2 QuickBooks Level 2 Training is on 3/13/13
(Call 713) 777-7664
Contact us at 713-777-7664 for pricing.
• Hands-on, instructor-led training classes
• Step-by-step training manual with exercise link
• Certificate of completion
• Onsite Training available
• Class can be customized to suit your needs
• Private one-on-one classes are available
Listed below are our standard course outlines.
Each course is instructor led hands-on classroom-training using step-by-step student manual and exercises.
QuickBooks - Training Classes in Houston, Texas
QuickBooks: Level 1
Training Course Content
Lesson 1: Getting Started
Topic 1A: Starting QuickBooks
Topic 1B: Identifying Components of the QuickBooks
Topic 1C: Operating Environment
Topic 1D: Opening QuickBooks Centers
Topic 1E: Opening Other QuickBooks Windows
Topic 1F: Using QuickBooks Search
Topic 1G: Identifying Common Business Terms
Topic 1H: Setting Up QuickBooks in Multi-User Mode
Topic 1I: Exiting QuickBooks
Lesson 2: Setting Up a Company
Topic 2A: Creating a QuickBooks Company
Topic 2B: Using the Chart of Accounts
Topic 2C: Entering Account Opening Balances
Lesson 3: Working with Lists
Topic 3A: Creating Company Lists
Topic 3B: Working with the Customers & Jobs List
Topic 3C: Working with the Employees List
Topic 3D: Working with the Vendors List
Topic 3E: Adding Custom Fields
Topic 3F: Managing Lists
Lesson 4: Setting Up Inventory
Topic 4A: Entering Products into Inventory
Topic 4B: Ordering Products
Topic 4C: Receiving Inventory
Topic 4D: Paying for Inventory
Topic 4E: Manually Adjusting Inventory
Lesson 5: Selling Your Product
Topic 5A: Creating Product Invoices
Topic 5B: Applying Credit to Invoices
Topic 5C: E-mailing Invoices
Topic 5D: Making Cash Sales
Lesson 6: Invoicing for Services
Topic 6A: Setting Up a Service Item
Topic 6B: Changing the Invoice Format
Topic 6C: Creating a Service Invoice
Topic 6D: Creating Batch Invoices
Topic 6E: Entering Statement Charges
Topic 6F: Creating Billing Statements
Lesson 7: Processing Payments
Topic 7A: Displaying the Open Invoices Report
Topic 7B: Using the Collections Center
Topic 7C: Receiving Payments for Invoices
Topic 7D: Making Deposits
Topic 7E: Printing Statements
Lesson 8: Working with Bank Accounts
Topic 8A: Writing a QuickBooks Check
Topic 8B: Voiding a QuickBooks Check
Topic 8C: Using Bank Account Registers
Topic 8D: Entering a Handwritten Check
Topic 8E: Transferring Funds Between Accounts
Topic 8F: Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills
Topic 9A: Handling Expenses
Topic 9B: Using QuickBooks for Accounts Payable
Topic 9C: Entering Bills
Topic 9D: Paying Bills
Appendix A: Using the EasyStep Interview
Using the EasyStep Interview
QuickBooks: Level 2
Training Course Content
Lesson 1: Memorizing Transactions
Topic 1A: Entering a New Memorized Transaction
Topic 1B: Editing a Memorized Transaction
Topic 1C: Deleting a Memorized Transaction
Topic 1D: Grouping Memorized Transactions
Topic 1E: Using a Memorized Transaction
Topic 1F: Printing the Memorized Transaction List
Lesson 2: Customizing Forms
Topic 2A: Creating a Custom Template
Topic 2B: Modifying a Template
Topic 2C: Printing Forms
Lesson 3: Using Other QuickBooks Accounts
Topic 3A: Other QuickBooks Account Types
Topic 3B: Working with Credit Card Transactions
Topic 3C: Working with Fixed Assets
Topic 3D: Working with Long-Term Liability Accounts
Topic 3E: Using the Loan Manager
Lesson 4: Creating Reports
Topic 4A: Creating QuickReports
Topic 4B: Modifying QuickReports
Topic 4C: Memorizing QuickReports
Topic 4D: Running Preset Reports
Topic 4E: Modifying Preset Reports
Topic 4F: Exporting Reports to Microsoft Excel
Topic 4G: Printing Reports
Lesson 5: Creating Graphs
Topic 5A: Creating QuickInsight Graphs
Topic 5B: Using QuickZoom with Graphs
Topic 5C: Working with the Sales Graph
Topic 5D: Customizing Graphs
Topic 5E: Printing Graphs
Lesson 6: Tracking and Paying Sales Tax
Topic 6A: Using Sales Tax in QuickBooks
Topic 6B: Setting Up Tax Rates and Agencies
Topic 6C: Indicating Who and What Gets Taxed
Topic 6D: Applying Tax to Each Sale
Topic 6E: Determining What You Owe
Topic 6F: Paying Your Tax Agencies
Lesson 7: Preparing Payroll with QuickBooks
Topic 7A: Using Payroll Tracking
Topic 7B: Setting Up for Payroll
Topic 7C: Setting Up Employee Payroll Information
Topic 7D: Writing a Payroll Check
Topic 7E: Printing Paycheck Stubs
Topic 7F: Tracking Your Tax Liabilities
Topic 7G: Paying Payroll Taxes
Appendix A: Using Online Banking
Setting Up an Internet Connection
Activating Online Services Viewing, Downloading, and Matching Online Transactions Creating Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution
Appendix B: Sharing Files with an Accountant
Saving an Accountant's Copy
Importing an Accountant's Changes
Removing an Accountant's Copy Restrictions
Using the an Accountant's Copy File Transfer Service
Appendix C: 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
Appendix D: Writing Letters
Using the Letters and Envelopes Wizard
Customizing Letter Templates
You're Almost Done!
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