Introduction to QuickBooks Pro 2014 Presented by: Your Name Company

Introduction to QuickBooks Pro 2014 Presented by: Your Name Company Name Email

Your Presenter Pat Hartley, MBA Accounting on the GO! Accountingonthego.com Member of Intuit’s Trainer/Writer Network Advanced Certified QuickBooks ProAdvisor and Certified QuickBooks Enterprise ProAdvisor NOTE: Replace all with info about yourself -- remember to keep it brief. Hit a couple of important comments along with your firm name and how to contact you.

Agenda Lesson 1: Getting Started Lesson 2: Setting up QuickBooks Lesson 3: Working with Lists Lesson 4: Working with Bank Accounts Lesson 5: Using other Accounts in QuickBooks Lesson 6: Entering Sales Information Lesson 7: Receiving Payments and Making Deposits Lesson 8: Entering and Paying Bills

Agenda Lesson 9: Analyzing Financial Data Lesson 10: Setting up Inventory Lesson 11: Tracking and Paying Sales Taxes Lesson 12: Doing Payroll with QuickBooks Lesson 13: Estimating and Progress Invoicing Lesson 14: Tracking Time Lesson 15: Customizing Forms and Writing QuickBooks Letters Lesson 16: Multi-Currency

Lesson 1: Getting Started Course intro Introducing QuickBooks Getting around in QuickBooks All the accounting you need to know Getting help while using QuickBooks Exiting QuickBooks Moving between company files

Lesson 2: Setting up QuickBooks Creating a QuickBooks Company Entering company info Customizing QuickBooks for your business Setting up your business accounting Completing the company file set up Closing the company file

Lesson 3: Working with Lists Using QuickBooks lists Editing the Chart of Accounts Working with the Customer, Vendor and Employee Centers Adding custom fields Managing lists Introducing the new Lead Center

Lesson 4: Working with Bank Accounts Writing a QuickBooks check Using bank account registers Entering a handwritten check Transferring money between accounts Reconciling checking accounts

Lesson 5: Using other Accounts in QuickBooks Other account types in QuickBooks Tracking credit card transactions Working with asset accounts Working with liability accounts Understanding equity accounts

Lesson 6: Entering Sales Information Using sales forms in QuickBooks Filling in a sales form Repeating a sale and batch invoices Entering a new service item Using multiple price levels Managing overdue customer payments Processing sales orders Tracking backorders

Lesson 7: Receiving Payments and Making Deposits Recording customer payments Making deposits

Lesson 8: Entering and Paying Bills Handling bills in QuickBooks Using Quickbooks for accounts payable Entering Bills Paying Bills

Lesson 9: Analyzing Financial Data Reports and graphs help you understand your business Creating QuickReports Creating and customizing preset reports Saving report settings Printing reports Exporting reports to Excel Creating QuickInsight Graphs

Lesson 10: Setting up Inventory Turning on Inventory Entering products into inventory Ordering products Receiving inventory Entering a bill for inventory Manually adjusting inventory Tracking finished goods Using units of measure

Lesson 11: Tracking and Paying Sales Taxes Overview of sales tax in QuickBooks Setting up your tax rates and agencies Applying tax to each sale Determining the amount you owe Paying your tax agencies

Lesson 12: Doing Payroll with QuickBooks Overview of payroll tracking Setting up for payroll Setting up employee payroll info Running a payroll schedule Tracking your tax liabilities Paying payroll taxes

Lesson 13: Estimating and Progress Invoicing Creating jobs and estimates Creating an estimate Creating multiple estimates Creating an invoice from an estimate Displaying reports for estimates Updating job status

Lesson 14: Tracking Time Tracking time and mileage Invoicing a customer for time and mileage Displaying project reports for time tracking Paying nonemployees for time worked

Lesson 15: Customizing Forms and Writing QuickBooks Letters About QuickBooks forms Customizing invoices Designing customer layouts for forms Customizing the design for all your forms Using QuickBooks Letters Collections Center

Lesson 16: Working with Multiple Currencies Using multiple currencies with QuickBooks Setting up multiple currencies Buying and selling items in multiple currencies

Thanks!