System Requirements
QuickBooks Pro or Premier 2018 software and a Windows2 10, Windows 8.1 (Update 1), Windows 7 SP1, Windows Server 2016, Windows Server 2012 R2, Windows Server 2011 SP1, Windows Server 2008 R2 SP1 operating system is required, along with Internet Explorer 11 (32-bit). Refer to the QuickBooks installation instructions for specific database server and hardware requirements.
QuickBooks trial licenses are free for instructors and students; click this link and follow the steps to register with Intuit and obtain the trial software: http://intuiteducation.com/ Please note that software approval from Intuit may take up to 3 business days, so plan your request accordingly.
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 and completing the Get Going With QuickBooks 2018 course is recommended.
- Delivery Method: Instructor-led, self-paced, classroom-delivery learning model with structured hands-on activities.
- Benefits: First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2018.
What’s New in This Guide?
- Ability to toggle between cash and accrual basis reports
Course Objectives
Memorizing Transactions
- Entering a New Memorized Transaction
- Editing a Memorized Transaction
- Deleting a Memorized Transaction
- Grouping Memorized Transactions
- Using a Memorized Transaction
- Printing the Memorized Transaction List
Customizing Forms
- Creating a Custom Template
- Modifying a Template
- Printing Forms
Using Other QuickBooks Accounts
- Other QuickBooks Account Types
- Working with Credit Card Transactions
- Working with Fixed Assets
- Working with Long-Term Liability Accounts
- Using the Loan Manager
Creating Reports
- Working with QuickReports
- Working with Preset Reports
- Sharing Reports
- Exporting Reports to Microsoft Excel
- Printing Reports
Creating Graphs
- Creating QuickInsight Graphs
- Using QuickZoom with Graphs
- Working with the Sales Graph
- Customizing Graphs
- Printing Graphs
Tracking and Paying Sales Tax
- Using Sales Tax in QuickBooks
- Setting Up Tax Rates and Agencies
- Indicating Who and What Gets Taxed
- Applying Tax to Each Sale
- Determining What You Owe
- Paying Your Tax Agencies
Preparing Payroll with QuickBooks
- Using Payroll Tracking
- Setting Up for Payroll
- Setting Up Employee Payroll Information
- Setting Up a Payroll Schedule
- Writing a Payroll Check
- Printing Paycheck Stubs
- Tracking Your Tax Liabilities
- Paying Payroll Taxes
- Preparing Payroll Tax Forms
Using Online Banking
- Setting Up an Internet Connection
- Setting Up Bank Feeds for Accounts
- Viewing, Downloading, and Adding Online Transactions
- Creating Online Payments
- Transferring Funds Online
- Canceling Online Payments
Managing Company Files
- Using QuickBooks in Multi-user Mode
- Setting Up Users and Passwords
- Setting a Closing Date
- Sharing Files with an Accountant
- Updating QuickBooks
- Backing Up and Restoring a Company File
- Condensing a Company File
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
Writing Letters
- Using the Letters and Envelopes Wizard
- Customizing Letter Templates