Click here to schedule your class

SDA is an Authorized Quickbooks Affiliate, member of the Intuit Developer Community, as well as a Licensed Training Center for the QuickBooks "Intuit Education Program".

Introduction to QuickBooks - Day 1
Lesson 1: Getting started
Supporting materials
Course introduction
Introducing QuickBooks
Getting around in QuickBooks
All the accounting you need to know
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 company file setup
Getting help while using QuickBooks

Lesson 3: Working with lists
Using QuickBooks lists
Editing the chart of accounts
Working with the Customers & Jobs list
Working with the Employee Center
Working with the Vendor Center
Adding custom fields
Managing lists

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

QuickBooks Level 2 - Day 2
Lesson 6: Entering sales information
Using sales forms in QuickBooks
Filling in a sales form
Memorizing a sale
Entering a new service item
Using multiple price levels
Reminding customers of overdue 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 Microsoft Excel
Creating QuickInsight graphs

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

QuickBooks Level 3 - Day 3
Lesson 11: Tracking and paying sales tax
Overview of sales tax in QuickBooks
Setting up your tax rates and agencies
Applying tax to each sale
Determining what you owe
Paying your tax agencies

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

Lesson 13: Estimating and progress invoicing
Creating jobs and estimates
Writing 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 custom layouts for forms
Using QuickBooks Letters