STUDENT MANUAL. Keep Going With QuickBooks For Windows

Transcription

1 STUDENT MANUAL Keep Going With QuickBooks 2015 For Windows

2 Keep Going With QuickBooks 2015 for Windows Technical Learning Resources This guide is intended for use with QuickBooks The practice disk will not work if QuickBooks 2015 is not installed on your computer or laptop. When you are ready to purchase QuickBooks Pro or Premier 2015, please call Intuit Premier Reseller, ebs Associates, Inc., toll free at (888) and mention the product code: TLR to receive your additional product discount. You can also go to the following web site to purchase the software:

3 Copyright Notice Keep Going With QuickBooks 2015 for Windows ISBN # Item # KG2015 TLR, Published in December All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written consent of the publisher. Disclaimer THE MATERIALS ENCLOSED HEREIN ARE SOLD AS IS, WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, RESPECTING THE CONTENTS OF THIS BOOK, INCLUDING BUT NOT LIMITED TO WARRANTIES FOR THE BOOK S QUALITY, PERFORMANCE, MERCHANTABILITY, OR FITNESS FOR ANY PARTICULAR PURPOSE. NEITHER TLR NOR ITS DEALERS OR DISTRIBUTORS SHALL BE LIABLE TO THE PURCHASER OR ANY OTHER PERSON OR ENTITY WITH RESPECT TO ANY LIABILITY, LOSS, OR DAMAGE CAUSED OR ALLEGED TO BE CAUSED DIRECTLY OR INDIRECTLY BY THE USE OF THIS PUBLICATION. Trademark Acknowledgments All product names and services mentioned in this publication are trademarks or registered trademarks of their respective companies. They are used throughout this publication for the benefit of those companies, and are not intended to convey endorsement or other affiliation with the publication. Other Acknowledgments Executive Editors: Project and Production Managers: Developer: Edward F. Thaney and Scott T. Gerken Lori Laney and Brandy Halstead Carene Kulis Technical Learning Resources is affiliated with Thaney & Associates, CPA s Special Notice Through our experience as a book publisher, we have found that most end users do not understand copyright law and potential infringement. We are pleased you have chosen to use our training guide; please be advised, however, that copying or reproducing the materials provided to you in this guide, including the training CD, is a violation of copyright law. Publisher: Technical Learning Resources Voice: (877) Web:

4 Contents Contents Before You Get Started i Introduction i How to Use This Guide ii Prerequisites iv System Requirements iv Customized Settings for This Guide iv Training Objectives viii The Training CD viii Evaluation Criteria xi Ordering Training Guides xi Memorizing Transactions 1-1 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 Review Customizing Forms 2-1 Creating a Custom Template Modifying a Template Printing Forms Review Using Other QuickBooks Accounts 3-1 Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Review Creating Reports 4-1 Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Review

5 QuickBooks 2015 Creating Graphs 5-1 Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Review Tracking and Paying Sales Tax 6-1 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 Review Preparing Payroll with QuickBooks 7-1 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 Review Using Online Banking A-1 Setting Up an Internet Connection A-2 Setting Up Bank Feeds for Accounts A-4 Viewing, Downloading, and Adding Online Transactions A-8 Creating Online Payments A-14 Transferring Funds Online A-19 Canceling Online Payments A-23 Review A-24 Managing Company Files B-1 Using QuickBooks in Multi-User Mode B-2 Setting Up Users and Passwords B-4 Setting a Closing Date B-9 Sharing Files with an Accountant B-12 Updating QuickBooks B-23 Backing Up and Restoring a Company File B-24 Condensing a Company File B-32 Review B-35

6 Contents Estimating, Time Tracking, and Job Costing C-1 Creating Job Estimates C-2 Creating an Invoice from an Estimate C-10 Displaying Reports for Estimates C-13 Updating the Job Status C-15 Tracking Time C-16 Displaying Reports for Time Tracking C-22 Tracking Vehicle Mileage C-23 Displaying Vehicle Mileage Reports C-31 Displaying Other Job Reports C-33 Review C-36 Writing Letters D-1 Using the Letters and Envelopes Wizard D-2 Customizing Letter Templates D-8 Review D-10