QuickBooks

Online Banking and Budgets

	Choose an online bank and open an account
	Manage online transactions
	Create a budget
	View budget reports
	Create a forecast

The First Time in QuickBooks

	Start QuickBooks for the first time
	Describe the periodic activities that QuickBooks will help users perform
	Begin the EasyStep Interview that QuickBooks uses to find out about a company
	Enter basic company information that QuickBooks needs
	Set up the standard list of accounts that QuickBooks provides

Setting Up Accounting

	Choose preferences and features for use in QuickBooks
	Set up income and expense accounts
	Create billable items
	Establish inventory and opening balances
	Set up payroll

Entering Historical Data

	Enter bills and deposits made in the past
	Enter received bills and invoices
	Show money received
	Enter payroll and other payments
	Find more help in QuickBooks

Managing Accounts and Lists

	Add and delete accounts
	Use the standard account list
	Print a chart of accounts list and graphs
	Find and add items to lists
	View items in lists
	Manage invoices prices receipts and bills for items in lists
	Create customer vendor and employee lists
	Generate item reports and graphs

Invoices and Sales Tax

	Create an invoice
	Track invoices
	Record payments
	Collect sales tax
	Manage sales tax

Paying Bills

	Receive goods
	Write and print checks
	Reconcile bank accounts with QuickBooks records
	Record cash transactions

Managing Assets and Reports

	Operate QuickBooks' income tracking system
	Manage inventory
	Create inventory reports
	Calculate the worth of fixed assets
	Produce standard QuickBooks reports
	Customize reports

Paying Employees

	Manage payroll
	Set up employees
	Update employee records
	Create payroll checks
	Make payments to independent contractors

Managing Taxes

	Manage W-2s
	Manage employee taxes
	Pay withheld taxes
	Print tax forms
	Create tax reports