Download or read book Managerial Accounting Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2020-10-27 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for Introduction to Small Business Managerial Accounting. 132 pages and 68 individual topics. You will learn all about different types of accounts (asset, liability, equity, income and expense), payroll, financial statements and much more. Topics Covered: Introduction and Overview 1. What is Accounting? 2. Accounting Methods 3. Ethics in Financial Reporting 4. Introduction to Financial Statements 5. Business Activities 6. GAAP 7. Sarbanes-Oxley Act 8. Accrual vs. Cash Basis of Accounting Financial Statements 1. Balance Sheets 2. Accounting Transactions 3. Debits and Credits 4. T-Accounts and Journal Entries 5. The Balance Sheet 6. Income Statements 7. Retained Earnings Statement 8. Statement of Cash Flows Assets 1. Introduction to Assets 2. Current Assets 3. Property, Plant and Equipment 4. Long-Term Investments 5. Intangible Assets 6. Depreciation Liabilities 1. Introduction to Liabilities 2. Current Liabilities 3. Notes Payable 4. Sales Tax Payable 5. Unearned Revenue 6. Payroll Payable 7. Long-Term Liabilities Other Accounting Transactions 1. The Trial Balance 2. Adjusting Entries 3. Closing the Books 4. Sales Revenues, Gross Profits & Operating Activities Inventory 1. Classifying Inventory 2. Determining Inventory Quantities 3. Cost of Goods Sold 4. FIFO and LIFO 5. Average Cost Method Stockholder’s Equity 1. Corporate Form of Organization 2. Stock Issue Considerations 3. Accounting for Treasury Stock 4. Preferred Stock 5. Dividends and Retained Earnings Managerial Accounting 1. Introduction to Managerial Accounting 2. Code of Ethics for Managerial Accounting 3. Managerial Cost Concepts 4. Other Managerial Concepts Cost Accounting Systems 1. Cost Accounting Systems 2. Job Order Flow 3. Reporting Job Order Costing 4. Process Cost Systems 5. Activity Based Costing Accounts Payable 1. Accounts Payable 2. Early Payment Discounts Behavior of Costs and Expenses 1. Cost Behavior 2. Break-Even Analysis and Contribution Margin Ratio 3. Margin of Safety Basic Banking 1. Making Deposits and Transfers 2. Reconciling Bank Accounts Cost Controlling 1. Budgetary Control 2. Static and Flexible Budgets 3. Responsibility Accounting 4. Standard Costs 5. Analyzing and Reporting Variances Profit and Budget Planning 1. Budgeting Basics 2. Preparing the Operating Budgets 3. Preparing the Financial Budgets Management Decision Making 1. Introduction to Management Decision Making 2. Incremental Analysis 3. Capital Budgeting and Annual Rate of Return 4. Other Tools for Analysis and Decision Making

Download or read book Managerial Accounting Course Manual written by Sean S. Gilley and published by Life Office Management Association. This book was released on 1988-06-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book QuickBooks Online Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2021-06-07 with total page 387 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for QuickBooks Online. 387 pages and 178 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to set up a QuickBooks Online company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more. Topics Covered: The QuickBooks Online Plus Environment 1. The QuickBooks Online Interface 2. The Dashboard Page 3. The Navigation Bar 4. The + New Button 5. The Settings Button 6. Accountant View and Business View Creating a Company File 1. Signing Up for QuickBooks Online Plus 2. Importing Company Data 3. Creating a New Company File 4. How Backups Work in QuickBooks Online Plus 5. Setting Up and Managing Users 6. Transferring the Primary Admin 7. Customizing Company File Settings 8. Customizing Billing and Subscription Settings 9. Usage Settings 10. Customizing Sales Settings 11. Customizing Expenses Settings 12. Customizing Payment Settings 13. Customizing Advanced Settings 14. Signing Out of QuickBooks Online Plus 15. Switching Company Files 16. Cancelling a Company File Using Pages and Lists 1. Using Lists and Pages 2. The Chart of Accounts 3. Adding New Accounts 4. Assigning Account Numbers 5. Adding New Customers 6. The Customers Page and List 7. Adding Employees to the Employees List 8. Adding New Vendors 9. The Vendors Page and List 10. Sorting Lists 11. Inactivating and Reactivating List Items 12. Printing Lists 13. Renaming and Merging List Items 14. Creating and Using Tags 15. Creating and Applying Customer Types Setting Up Sales Tax 1. Enabling Sales Tax and Sales Tax Settings 2. Adding, Editing, and Deactivating Sales Tax Rates and Agencies 3. Setting a Default Sales Tax 4. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Enabling Purchase Orders and Custom Fields 4. Creating a Purchase Order 5. Applying Purchase Orders to Vendor Transactions 6. Adjusting Inventory Setting Up Other Items 1. Creating a Non-inventory or Service Item 2. Creating a Bundle 3. Creating a Discount Line Item 4. Creating a Payment Line Item 5. Changing Item Prices and Using Price Rules Basic Sales 1. Enabling Custom Fields in Sales Forms 2. Creating an Invoice 3. Creating a Recurring Invoice 4. Creating Batch Invoices 5. Creating a Sales Receipt 6. Finding Transaction Forms 7. Previewing Sales Forms 8. Printing Sales Forms 9. Grouping and Subtotaling Items in Invoices 10. Entering a Delayed Charge 11. Managing Sales Transactions 12. Checking and Changing Sales Tax in Sales Forms Creating Billing Statements 1. About Statements and Customer Charges 2. Automatic Late Fees 3. Creating Customer Statements Payment Processing 1. Recording Customer Payments 2. Entering Overpayments 3. Entering Down Payments or Prepayments 4. Applying Customer Credits 5. Making Deposits 6. Handling Bounced Checks by Invoice 7. Handling Bounced Checks by Expense or Journal Entry 8. Handling Bad Debt Handling Refunds 1. Refund Options in QuickBooks Online 2. Creating a Credit Memo 3. Creating a Refund Receipt 4. Refunding Customer Payments by Check 5. Creating a Delayed Credit Entering And Paying Bills 1. Entering Bills 2. Paying Bills 3. Creating Terms for Early Bill Payment 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit 7. Managing Expense Transactions Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Printing Checks 4. Transferring Funds Between Accounts 5. Reconciling Accounts 6. Voiding Checks 7. Creating an Expense 8. Managing Bank and Credit Card Transactions 9. Creating and Managing Rules 10. Uploading Receipts and Bills Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Creating Customer and Vendor QuickReports 2. Creating Account QuickReports 3. Using QuickZoom 4. Standard Reports 5. Basic Standard Report Customization 6. Customizing General Report Settings 7. Customizing Rows and Columns Report Settings 8. Customizing Aging Report Settings 9. Customizing Filter Report Settings 10. Customizing Header and Footer Report Settings 11. Resizing Report Columns 12. Emailing, Printing, and Exporting Preset Reports 13. Saving Customized Reports 14. Using Report Groups 15. Management Reports 16. Customizing Management Reports Using Graphs 1. Business Snapshot Customizing Forms 1. Creating Custom Form Styles 2. Custom Form Design Settings 3. Custom Form Content Settings 4. Custom Form Emails Settings 5. Managing Custom Form Styles Projects and Estimating 1. Creating Projects 2. Adding Transactions to Projects 3. Creating Estimates 4. Changing the Term Estimate 5. Copy an Estimate to a Purchase Order 6. Invoicing from an Estimate 7. Duplicating Estimates 8. Tracking Costs for Projects 9. Invoicing for Billable Costs 10. Using Project Reports Time Tracking 1. Time Tracking Settings 2. Basic Time Tracking 3. QuickBooks Time Timesheet Preferences 4. Manually Recording Time in QuickBooks Time 5. Approving QuickBooks Time 6. Invoicing from Time Data 7. Using Time Reports 8. Entering Mileage Payroll 1. Setting Up QuickBooks Online Payroll and Payroll Settings 2. Editing Employee Information 3. Creating Pay Schedules 4. Creating Scheduled Paychecks 5. Creating Commission Only or Bonus Only Paychecks 6. Changing an Employee’s Payroll Status 7. Print, Edit, Delete, or Void Paychecks 8. Manually Recording External Payroll Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Charges on Credit Cards 3. Entering Credit Card Credits 4. Reconciling and Paying Credit Cards 5. Pay Down Credit Card Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using Other Current Assets Accounts 3. Removing Value from Other Current Assets Accounts 4. Creating Fixed Assets Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of the Fixed Asset 7. Tracking Depreciation Equity Accounts 1. Equity Accounts 2. Recording an Owner’s Draw 3. Recording a Capital Investment Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the Reminders List 4. Making General Journal Entries Using QuickBooks Tools 1. Exporting Report and List Data to Excel 2. Using the Audit Log Using QuickBooks Other Lists 1. Using the Recurring Transactions List 2. Using the Location List 3. Using the Payment Methods List 4. Using the Terms List 5. Using the Classes List 6. Using the Attachments List Using Help, Feedback, and Apps 1. Using Help 2. Submitting Feedback 3. Extending QuickBooks Online Using Apps and Plug-ins

Download or read book Managerial Accounting written by Margaret J. Hubbert and published by . This book was released on 1993-09 with total page 231 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the instructor's manual to accompany the text Managerial Accounting. The main text provides coverage of all major topics found in a managerial accounting course, blending traditional material and up-to-date coverage of emerging topics in managerial accounting.

Download or read book FINANCIAL AND MANAGERIAL ACCOUNTING written by JOHN. WILD and published by . This book was released on 2018 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book QuickBooks Desktop Pro 2021 Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2020-12-17 with total page 301 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for QuickBooks Desktop Pro 2021. 301 pages and 190 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more. Topics Covered: The QuickBooks Environment 1. The Home Page and Insight Tabs 2. The Centers 3. The Menu Bar and Keyboard Shortcuts 4. The Open Window List 5. The Icon Bar 6. Customizing the Icon Bar 7. The Chart of Accounts 8. Accounting Methods 9. Financial Reports Creating a QuickBooks Company File 1. Using Express Start 2. Using the EasyStep Interview 3. Returning to the Easy Step Interview 4. Creating a Local Backup Copy 5. Restoring a Company File from a Local Backup Copy 6. Setting Up Users 7. Single and Multiple User Modes 8. Closing Company Files 9. Opening a Company File Using Lists 1. Using Lists 2. The Chart of Accounts 3. The Customers & Jobs List 4. The Employees List 5. The Vendors List 6. Using Custom Fields 7. Sorting List 8. Inactivating and Reactivating List Items 9. Printing Lists 10. Renaming & Merging List Items 11. Adding Multiple List Entries from Excel Setting Up Sales Tax 1. The Sales Tax Process 2. Creating Tax Agencies 3. Creating Individual Sales Tax Items 4. Creating a Sales Tax Group 5. Setting Sales Tax Preferences 6. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Creating a Purchase Order 4. Receiving Items with a Bill 5. Entering Item Receipts 6. Matching Bills to Item Receipts 7. Adjusting Inventory Setting Up Other Items 1. Service Items 2. Non-Inventory Items 3. Other Charges 4. Subtotals 5. Groups 6. Discounts 7. Payments 8. Changing Item Prices Basic Sales 1. Selecting a Sales Form 2. Creating an Invoice 3. Creating Batch Invoices 4. Creating a Sales Receipt 5. Finding Transaction Forms 6. Previewing Sales Forms 7. Printing Sales Forms Using Price Levels 1. Using Price Levels Creating Billing Statements 1. Setting Finance Charge Defaults 2. Entering Statement Charges 3. Applying Finance Charges and Creating Statements Payment Processing 1. Recording Customer Payments 2. Entering a Partial Payment 3. Applying One Payment to Multiple Invoices 4. Entering Overpayments 5. Entering Down Payments or Prepayments 6. Applying Customer Credits 7. Making Deposits 8. Handling Bounced Checks 9. Automatically Transferring Credits Between Jobs 10. Manually Transferring Credits Between Jobs Handling Refunds 1. Creating a Credit Memo and Refund Check 2. Refunding Customer Payments Entering and Paying Bills 1. Setting Billing Preferences 2. Entering Bills 3. Paying Bills 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Writing a Check for Inventory Items 4. Printing Checks 5. Transferring Funds 6. Reconciling Accounts 7. Voiding Checks Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Graph and Report Preferences 2. Using QuickReports 3. Using QuickZoom 4. Preset Reports 5. Modifying a Report 6. Rearranging and Resizing Report Columns 7. Memorizing a Report 8. Memorized Report Groups 9. Printing Reports 10. Batch Printing Forms 11. Exporting Reports to Excel 12. Saving Forms and Reports as PDF Files 13. Comment on a Report 14. Process Multiple Reports 15. Scheduled Reports Using Graphs 1. Using Graphs 2. Company Snapshot Customizing Forms 1. Creating New Form Templates 2. Performing Basic Customization 3. Performing Additional Customization 4. The Layout Designer 5. Changing the Grid and Margins in the Layout Designer 6. Selecting Objects in the Layout Designer 7. Moving and Resizing Objects in the Layout Designer 8. Formatting Objects in the Layout Designer 9. Copying Objects and Formatting in the Layout Designer 10. Adding and Removing Objects in the Layout Designer 11. Aligning and Stacking Objects in the Layout Designer 12. Resizing Columns in the Layout Designer Estimating 1. Creating a Job 2. Creating an Estimate 3. Duplicating Estimates 4. Invoicing From Estimates 5. Updating Job Statuses 6. Inactivating Estimates 7. Making Purchases for a Job 8. Invoicing for Job Costs 9. Using Job Reports Time Tracking 1. Tracking Time and Printing a Blank Timesheet 2. Weekly Timesheets 3. Time/Enter Single Activity 4. Invoicing from Time Data 5. Using Time Reports 6. Tracking Vehicle Mileage 7. Charging Customers for Mileage Payroll 1. The Payroll Process 2. Creating Payroll Items 3. Setting Employee Defaults 4. Setting Up Employee Payroll Information 5. Creating Payroll Schedules 6. Creating Scheduled Paychecks 7. Creating Unscheduled Paychecks 8. Creating Termination Paychecks 9. Voiding Paychecks 10. Tracking Your Tax Liabilities 11. Paying Your Payroll Tax Liabilities 12. Adjusting Payroll Liabilities 13. Entering Liability Refund Checks 14. Process Payroll Forms 15. Tracking Workers Compensation Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Credit Card Charges 3. Reconciling and Paying Credit Cards Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using an Other Current Asset Account 3. Removing Value from Other Current Asset Accounts 4. Creating Fixed Asset Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of Fixed Assets 7. Tracking Depreciation 8. The Loan Manager 9. The Fixed Asset Item List Equity Accounts 1. Equity Accounts 2. Recording an Owner's Draw 3. Recording a Capital Investment Writing Letters With QuickBooks 1. Using the Letters and Envelopes Wizard 2. Editing Letter Templates Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the To Do List 4. Using Reminders and Setting Preferences 5. Making General Journal Entries 6. Using the Cash Flow Projector 7. Using Payment Reminders 8. Receipt Management Using QuickBooks Tools 1. Company File Cleanup 2. Exporting and Importing List Data Using IIF Files 3. Advanced Importing of Excel Data 4. Updating QuickBooks 5. Using the Calculator 6. Using the Portable Company Files 7. Using the Calendar 8. The Income Tracker 9. The Bill Tracker 10. The Lead Center 11. Moving QuickBooks Desktop Using the Migrator Tool Using the Accountant's Review 1. Creating an Accountant's Copy 2. Transferring an Accountant's Copy 3. Importing Accountant's 4. Removing Restrictions Using the Help Menu 1. Using Help

Download or read book Managerial Accounting written by Linda Smith Bamber and published by Prentice Hall. This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Bamber System of instruction replicates the classroom experience by providing more "I get it" moments outside of class. For Introductory, Undergraduate Managerial accounting course We've talked to tons of Managerial Accounting instructors and our editors have even taken the Managerial accounting course (numerous times!) to figure out the following issue in this course that is consistent: Students understand (or "Get It") right after you do a problem in class, but as soon as they leave class, with each passing hour, their ability to do the problems again and complete their homework diminishes to the point of them either having to come to office hours to get help, or they just quit and get behind in the course. On top of this, you can end up getting behind in the course, as well, in order to keep everyone on track. The Bamber system helps to recreate the "I Get It" moments outside of class keeping you and the students on track.

Download or read book Managerial Accounting written by Ray H. Garrison and published by McGraw-Hill Education. This book was released on 2017-02-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: As the long-time #1 best-seller, Garrison has helped guide close to 3 million students through managerial accounting since it was first published. It identifies the three functions managers must perform within their organizations - plan operations, control activities, and make decisions - and explains what accounting information is necessary for these functions, how to collect it, and how to interpret it. Garrison's Managerial Accounting is known for its relevance, accuracy, and clarity. It is also unique in that the authors write the most important supplements that accompany the book: solutions manual, test bank, instructor's manual, and study guide making them both of high quality and extremely consistent with the textbook.

Download or read book Course Manual how to Proceed with the Course Introduction to Managerial Accounting written by Turgut Var and published by . This book was released on 1994 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Management Accounting written by Anthony A. Atkinson and published by . This book was released on 1997 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Managerial Accounting written by M. Suzanne Oliver and published by Pearson Education. This book was released on 2009 with total page 864 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Managerial Accounting "develops readers' fundamental skills of accounting while offering a preview of how these concepts will be used in a business setting. Introduction to Management Accounting; Job Order Costing; Activity-Based Costing and Other Cost Management Tools; Process Costing; Cost Behavior and Cost-Volume-Profit Analysis; Absorption and Variable costing; Master Budget: Profit Planning; Flexible Budgets and Standard Costs; Decentralization: Allocating Service Department Costs and Responsibility Accounting; Short-Term Business Decisions; Capital Investment Decisions and the Time Value of Money; Performance Evaluation and the Balanced Scorecard; The Statement of Cash Flows; Financial Statement Analysis MARKET: For those interested in understanding accounting through a managerial point of view.

Download or read book Managerial Accounting Global Edition written by Karen Wilken Braun and published by . This book was released on 2014-06-02 with total page 960 pages. Available in PDF, EPUB and Kindle. Book excerpt: For courses in Introduction to Management Accounting This text helps students make the connection between managerial accounting concepts and the businesses they deal with everyday through strong coverage and effective practice. By presenting actual accounting decisions made in companies like Target and J. Crew, the text's precise coverage of the core concepts engages students in the learning process. MyAccountingLab for Managerial Accounting is an online homework, tutorial, and assessment program that truly engages students in learning. It helps students better prepare for class, quizzes, and exams-resulting in better performance in the course-and provides educators with a dynamic set of tools for gauging individual and class progress. This program provides a better teaching and learning experience-for you and your students. Here's how: *Personalized learning with MyAccountingLab-the online homework, tutorial and assessment program that helps students succeed in the classroom and beyond. *Students see the connections between accounting concepts and the businesses they interact with everyday. *Students learn from the latest information on important topics in the field

Download or read book Management Accounting Course Manual written by London School of Accountancy and published by . This book was released on 19?? with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial and Managerial Accounting MANAGERIAL Ch 16 27 written by Walter T. Harrison and published by Prentice Hall. This book was released on 2007-03 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Demo Docs System of instruction replicates the classroom experience by providing more “I get it” moments outside of class. We’ve talked to tons of POA instructors and our editors have even taken the accounting course (numerous times!) to figure out the following issue in this course that is consistent: Students understand (or “get it”) right after you do a problem in class, but as soon as they leave class, with each passing hour, their ability to do the problems again and complete their homework diminishes to the point of them either having to come to office hours to get help, or they just quit and get behind in the course. On top of this, you can end up getting behind in the course as well, in order to keep everyone on track. The Demo Docs system helps to recreate the “I get it” moments outside of class–keeping both you and the students on track.

Download or read book Loose Leaf for Managerial Accounting written by Barbara Chiappetta and published by McGraw-Hill Education. This book was released on 2017-03-07 with total page 624 pages. Available in PDF, EPUB and Kindle. Book excerpt: Managerial Accounting responds to the market’s need for an integrated solution with balanced managerial content that has a corporate approach throughout. Its innovation is reflected in its extensive use of small business examples, the integration of new technology learning tools, superior end-of-chapter material, and a highly engaging, pedagogical design. Managerial Accounting can be used in partnership with Financial Accounting Fundamentals (FAF) for the introductory financial accounting course preceding the managerial course in a two-course sequence. FAF provides an integrated solution that uses the same pedagogy and framework as Managerial Accounting.

Download or read book Sage 50 2019 Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2020-10-27 with total page 247 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manuals for Sage 50 Accounting. Two manuals (Introductory and Advanced) in one book. 247 pages and 68 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to setup a company file, work with payroll, sales tax, job tracking, advanced reporting and much more.

Download or read book QuickBooks Desktop Pro 2020 Training Manual Classroom in a Book written by TeachUcomp and published by TeachUcomp Inc.. This book was released on 2019-10-01 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete classroom training manual for QuickBooks Desktop Pro 2020. 296 pages and 189 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more. Topics Covered: The QuickBooks Environment 1. The Home Page and Insight Tabs 2. The Centers 3. The Menu Bar and Keyboard Shortcuts 4. The Open Window List 5. The Icon Bar 6. Customizing the Icon Bar 7. The Chart of Accounts 8. Accounting Methods 9. Financial Reports Creating a QuickBooks Company File 1. Using Express Start 2. Using the EasyStep Interview 3. Returning to the Easy Step Interview 4. Creating a Local Backup Copy 5. Restoring a Company File from a Local Backup Copy 6. Setting Up Users 7. Single and Multiple User Modes 8. Closing Company Files 9. Opening a Company File Using Lists 1. Using Lists 2. The Chart of Accounts 3. The Customers & Jobs List 4. The Employees List 5. The Vendors List 6. Using Custom Fields 7. Sorting List 8. Inactivating and Reactivating List Items 9. Printing Lists 10. Renaming & Merging List Items 11. Adding Multiple List Entries from Excel Setting Up Sales Tax 1. The Sales Tax Process 2. Creating Tax Agencies 3. Creating Individual Sales Tax Items 4. Creating a Sales Tax Group 5. Setting Sales Tax Preferences 6. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Creating a Purchase Order 4. Receiving Items with a Bill 5. Entering Item Receipts 6. Matching Bills to Item Receipts 7. Adjusting Inventory Setting Up Other Items 1. Service Items 2. Non-Inventory Items 3. Other Charges 4. Subtotals 5. Groups 6. Discounts 7. Payments 8. Changing Item Prices Basic Sales 1. Selecting a Sales Form 2. Creating an Invoice 3. Creating Batch Invoices 4. Creating a Sales Receipt 5. Finding Transaction Forms 6. Previewing Sales Forms 7. Printing Sales Forms Using Price Levels 1. Using Price Levels Creating Billing Statements 1. Setting Finance Charge Defaults 2. Entering Statement Charges 3. Applying Finance Charges and Creating Statements Payment Processing 1. Recording Customer Payments 2. Entering a Partial Payment 3. Applying One Payment to Multiple Invoices 4. Entering Overpayments 5. Entering Down Payments or Prepayments 6. Applying Customer Credits 7. Making Deposits 8. Handling Bounced Checks 9. Automatically Transferring Credits Between Jobs 10. Manually Transferring Credits Between Jobs Handling Refunds 1. Creating a Credit Memo and Refund Check 2. Refunding Customer Payments Entering and Paying Bills 1. Setting Billing Preferences 2. Entering Bills 3. Paying Bills 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Writing a Check for Inventory Items 4. Printing Checks 5. Transferring Funds 6. Reconciling Accounts 7. Voiding Checks Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Graph and Report Preferences 2. Using QuickReports 3. Using QuickZoom 4. Preset Reports 5. Modifying a Report 6. Rearranging and Resizing Report Columns 7. Memorizing a Report 8. Memorized Report Groups 9. Printing Reports 10. Batch Printing Forms 11. Exporting Reports to Excel 12. Saving Forms and Reports as PDF Files 13. Comment on a Report 14. Process Multiple Reports 15. Scheduled Reports Using Graphs 1. Using Graphs 2. Company Snapshot Customizing Forms 1. Creating New Form Templates 2. Performing Basic Customization 3. Performing Additional Customization 4. The Layout Designer 5. Changing the Grid and Margins in the Layout Designer 6. Selecting Objects in the Layout Designer 7. Moving and Resizing Objects in the Layout Designer 8. Formatting Objects in the Layout Designer 9. Copying Objects and Formatting in the Layout Designer 10. Adding and Removing Objects in the Layout Designer 11. Aligning and Stacking Objects in the Layout Designer 12. Resizing Columns in the Layout Designer Estimating 1. Creating a Job 2. Creating an Estimate 3. Duplicating Estimates 4. Invoicing From Estimates 5. Updating Job Statuses 6. Inactivating Estimates 7. Making Purchases for a Job 8. Invoicing for Job Costs 9. Using Job Reports Time Tracking 1. Tracking Time and Printing a Blank Timesheet 2. Weekly Timesheets 3. Time/Enter Single Activity 4. Invoicing from Time Data 5. Using Time Reports 6. Tracking Vehicle Mileage 7. Charging Customers for Mileage Payroll 1. The Payroll Process 2. Creating Payroll Items 3. Setting Employee Defaults 4. Setting Up Employee Payroll Information 5. Creating Payroll Schedules 6. Creating Scheduled Paychecks 7. Creating Unscheduled Paychecks 8. Creating Termination Paychecks 9. Voiding Paychecks 10. Tracking Your Tax Liabilities 11. Paying Your Payroll Tax Liabilities 12. Adjusting Payroll Liabilities 13. Entering Liability Refund Checks 14. Process Payroll Forms 15. Tracking Workers Compensation Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Credit Card Charges 3. Reconciling and Paying Credit Cards Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using an Other Current Asset Account 3. Removing Value from Other Current Asset Accounts 4. Creating Fixed Asset Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of Fixed Assets 7. Tracking Depreciation 8. The Loan Manager 9. The Fixed Asset Item List Equity Accounts 1. Equity Accounts 2. Recording an Owner's Draw 3. Recording a Capital Investment Writing Letters With QuickBooks 1. Using the Letters and Envelopes Wizard 2. Editing Letter Templates Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the To Do List 4. Using Reminders and Setting Preferences 5. Making General Journal Entries 6. Using the Cash Flow Projector 7. Using Payment Reminders Using QuickBooks Tools 1. Company File Cleanup 2. Exporting and Importing List Data Using IIF Files 3. Advanced Importing of Excel Data 4. Updating QuickBooks 5. Using the Calculator 6. Using the Portable Company Files 7. Using the Calendar 8. The Income Tracker 9. The Bill Tracker 10. The Lead Center 11. Moving QuickBooks Desktop Using the Migrator Tool Using the Accountant's Review 1. Creating an Accountant's Copy 2. Transferring an Accountant's Copy 3. Importing Accountant's 4. Removing Restrictions Using the Help Menu 1. Using Help