QuickBooks Pro 2015: Opening Moves (Currently Unavailable)

Author: L. Keith Jordan

In this on-demand course, L. Keith Jordan, CPA, explores the importance of the Chart of Accounts list in QuickBooks and how to access and modify the Chart of Accounts.

Publication Date: February 2016

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

Topics Covered

• QuickBooks Pro 2015
• Chart of Accounts
• Sales Tax in the Item List
• QuickBooks tools to import and export Items
• QuickBooks payroll solutions by type
• Basic payroll features and setup in QuickBo

Learning Objectives

• Describe the importance of the Chart of Accounts list in QuickBooks and explain how to access and modify the Chart of Accounts
• Distinguish between an account and a subaccount when viewing the Chart of Accounts list, locate non-posting accounts on the Chart of Accounts list and contrast non-posting accounts to posting accounts
• Explain the purpose for and uses of Items and the Item List, and name several Item Types
• Discuss the purpose of Group Items, and demonstrate how to set up and organize Items and Group Items
• Describe basic payroll features and recommend from the alternatives available
• Demonstrate how to set up payroll information in QuickBooks to use basic payroll features and employ user-defined fields to customize captured information.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (3 hours)

Program Prerequisites
None

Advance Preparation
None