QuickBooks Pro 2015: Middle Game (Currently Unavailable)

Author: L. Keith Jordan

This is a brand new approach to the QuickBooks Pro series of CPE courses created by L. Keith Jordan, CPA.

• In Part 1 of this course, we explore the importance of forms in QuickBooks, and demonstrate how forms can be designed and modified to better meet the needs of the entity.
• In Part 2 of this course, we explore how to enter transactions using forms and classes, how to memorize and print transactions individually or in a batch, and how to utilize other QuickBooks features such as the calendar, the fixed asset list, and the loan manager.

This course uses QuickBooks Premier – Accountant Edition 2015, toggled to the Pro Edition for discussion and demonstration purposes.

Publication Date: April 2016

Designed For
Practitioners who may benefit from working more efficiently in QuickBooks.

Topics Covered

• Forms and classes
• QuickBooks Features (calendar, fixed asset list, loan manager)
• Tracking and reporting
• Design & Modify Forms
• Transactions & Special Tools

Learning Objectives

• Identify the basic elements of modifiable QuickBooks forms
• Demonstrate how to modify forms to use classes in multiple distribution transactions
• Use available form options to design and modify QuickBooks forms to better meet the needs of the entity.
• Define QuickBooks classes and discuss how they can be used to expand tracking and reporting capability
• Explain and demonstrate how to enter transactions via journal entries, payroll timesheets, and other QuickBooks forms
• Utilize other features available in QuickBooks Pro such as the calendar, the fixed asset list and the loan manager; and demonstrate how to memorize and print or batch print transactions.
• Identify unique characteristics to a modifiable QuickBooks form
• Differentiate where to enable or disable multiple class distributions when entering transactions in QuickBooks
• Evaluate how to modify a Sales Invoice form to better meet company needs by changing fonts
• Illustrate how to align the company address on an invoice for windowed envelopes
• Recognize how to add a U/M (Unit of Measure) field to the QuickBooks Pro Sale Invoice form
• Identify which window to add a company logo graphic to the QuickBooks Pro Sales Invoice form
• Recognize how to enable QuickBooks Classes
• Identify how to print a journal entry using the QuickBooks Pro edition
• Recognize where to add a quick one-time message to a specific vendor on a QuickBooks Sales invoice
• Describe classes for multiple distribution transactions
• Illustrate the best approach to product the best overall results for adding a logo on a QuickBooks Pro invoice
• Identify how to set the taxable nature of each item on a Sales Invoice in QuickBooks
• Recognize which column on a modifiable Sales Invoice form is automatically assigned by QuickBooks
• Describe how to fix quantity amounts on a QuickBooks Pro Invoice that are not properly aligned
• Describe Classes in QuickBooks 2015 Pro edition
• Identify how to pay sales tax liability
• Recognize how to reprint a purchase order
• Illustrate examples of modifiable forms
• Identify how to balance a general ledger loan
• Describe memorized transactions and how to display them

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Some knowledge of QuickBooks Pro.

Advance Preparation
None