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Quickbooks course in use?

The Utah State University Extension is dedicated to helping agricultural producers in Utah succeed in their agricultural endeavors. This tutorial is meant to enable you to better manage your business finances by guiding you through the basics of keeping adequate records for your farming operation using QuickBooks course . It will guide you through the process of creating a company file in QuickBooks course setting up a chart of accounts, and creating customer and vendor lists. The tutorial will show you how to track your bills in QuickBooks course and better ensure they are paid on-time. It will also show you how to track your sales and create invoices and sales receipts for you customers. As you regularly and accurately enter all your record keeping information into QuickBooks course, you will be able to make use of the many financial reports QuickBooks course can generate and make available for you to better manage and analyze your business performance. This tutorial was written to guide you in using QuickBooks® Pro 2009, but may also be useful if you are using another edition of QuickBooks® as many of the recent editions have the same or very similar interfaces and most of the tasks are accomplished in a similar manner. In addition to this self-study guide, Utah State University Extension also organized occasional QuickBooks® courses. More information regarding these courses will be made available on the USU Extension Agribusiness Webpage in QuickBooks course.

QuickBooks course outline

Lesson One: Getting Started
 To gain an overview of the course and the topics to be covered
 To know how QuickBooks works and how you can get around in QuickBooks
 To learn common business terms used by QuickBooks
 To Discuss different versions of QuickBooks
 To see how to exit QuickBooks
Lesson Two: Setting Up and Managing QuickBooks Data Files
 To discuss decisions that must be made before using QuickBooks
 To create a new QuickBooks company using the EasyStep Interview
 To set QuickBooks preferences
 To discuss Single vs. Multi user mode and how to add users
 To discuss different QuickBooks file types and Backup Options
Lesson Three: Working with List and Items
 To edit the company chart of accounts
 To add a new customer to the Customers & Jobs list
 To add a new vendor to the Vendor list
 To learn about custom fields, and to practice adding custom fields
 To see how to manage lists and items in QuickBooks
Lesson Four: Working with Bank Accounts
 To learn how to work with registers for QuickBooks bank accounts
 To demonstrate how to open a register
 To learn the features common to all registers
 To learn when and how to make entries directly in the register
 To demonstrate how to reconcile a QuickBooks bank account
Lesson Five: Entering Sales Information
 To learn about the different formats available for sales forms
 To save sales and purchase forms in Portable Document Format (PDF)
 To practice creating a new invoice
 To learn the purpose and use of the QuickBooks Item list
 To see how QuickBooks records the information you enter on sales forms
 To memorize an invoice transaction for reuse
 To add a new item to the Item list
 To add a new price level to the Price Level list
 To associate a price level with a customer
 To generate reminder statements
Lesson Six: Receiving Payments & Making Deposits
 To learn how to record customer payments in QuickBooks
 To learn how to handle customer discounts, partial payments, overpayments, or down payments
 To see how to record a deposit in QuickBooks, and learn how QuickBooks treats the deposit
behind the scenes
 To learn how to enter cash back from a deposit in QuickBooks
Lesson Seven: Entering and Paying Bills
 To discuss the different ways you can handle bills in QuickBooks
 To learn how to enter a bill in QuickBooks
 To use the Pay Bills window to pay a bill in QuickBooks
Day 2
Lesson Eight: Using Other Accounts in QuickBooks
 To introduce the other account types available in QuickBooks
 To learn how to track credit card transactions in QuickBooks
 To reconcile a credit card account
 To see how to make a credit card payment
 To discuss the different types of asset and liability accounts you can create and see how to track
assets and liabilities in QuickBooks.
 To introduce the subject of equity and QuickBooks equity accounts
Lesson Nine: Analyzing Financial Data
 To discuss some of the tools QuickBooks gives you for analyzing financial data: QuickReports, preset
reports, and graphs
 To create a QuickReport
 To learn about the types of preset reports QuickBooks offers
 To practice creating reports and viewing them onscreen
 To customize a report by changing how it looks and the data it covers (filtering)
 To save reports as Portable Document Format (PDF) files
 To learn how to export a report to Microsoft Excel
 To practice filtering reports in Microsoft Excel
 To learn about the types of graphs QuickBooks offers
 To create and customize several graphs
Lesson Ten: Setting Up Inventory
 To get an overview of inventory in QuickBooks
 To practice filling out a purchase order for inventory items
 To track the receipt of the inventory items in QuickBooks
 To adjust inventory manually, to enter a stock loss or increase
 To set up and use units of measure
QuickBooks Complete Course Outline – Classroom
Lesson Eleven: Tracking and Paying Sales Tax
 To get an overview of sales tax in QuickBooks (the steps involved in tracking, collecting, and paying
 To see how to set up QuickBooks to track sales tax
 To see how to apply sales tax to a sale
 To learn how to determine a business’s sales tax liability
 To write a QuickBooks check to the appropriate tax agency for sales tax liability
Lesson Twelve: Doing Payroll with QuickBooks
 To gain an overview of payroll in QuickBooks
 To learn more about payroll setup
 To set up employee payroll information
 To set up payroll schedules
 To practice writing and printing a payroll check
 To learn how QuickBooks tracks your tax liabilities
 To practice paying payroll taxes
Lesson Thirteen: Tracking Time
 To learn how to track time worked on a project
 To learn how to invoice a customer for time worked on a project
 To create project reports for time tracking and learn about other project reports
 To learn how to set up items used to track time worked by owners or partners
 To learn how to pay nonemployees for time worked
Lesson Fourteen: Estimating & Progress Invoicing
 To learn how to create job estimates
 To find an estimate in a data file
 To learn to duplicate an existing estimate
 To create an invoice from an estimate
 To display project reports for estimates
 To update a job’s status
 To make an estimate inactive
Lesson Fifteen: Customizing Forms and Writing QuickBooks Letters
 To learn how to modify a preset invoice form
 To design a custom invoice form
 To see how to print invoices
 To learn how to prepare a collection letter for overdue customers
 To learn how to edit a prewritten letter in QuickBooks

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