With Intuit Mastering QuickBooks Level 1, you'll learn these important concepts and tasks:

  • An Introduction to QuickBooks
  • Creating a new company file
  • Working with lists
  • Accurately establishing your chart of accounts in QuickBooks
  • Setting up everything you sell and buy (items)
  • Tracking customers and sales through: estimating; invoicing; sales receipts; retail sales; credit memos; and statements
  • Tracking vendors and expenses through: bills; bill payment stubs; checks; credit memos; job cost; reconciling; and 1099s
  • Job costing
  • Purchasing and managing inventory
  • Building inventory assemblies
  • Tracking sales taxes
  • Budgets and forecasts
  • Maintaining security in a QuickBooks multi-user environment
  • Setting up and using payroll
  • Paying payroll liabilities and taxes
  • Time tracking
  • Working with reports
  • Advanced reporting techniques
  • Processing credit card payments through QuickBooks
  • Tracking sales orders and backorders
  • Integrating your work with Microsoft Word® and Excel®
  • Closing the books
  • Backing up and restoring data files
  • Importing and exporting list information
  • Customizing QuickBooks
  • Special transactions and workarounds
  • Keyboard shortcuts
  • An introduction to QuickBooks Loan Manager