Lesson 4: Customer Center and Customer Transactions
- Exploring the Customer Center
- QuickBooks Sales Process
- Creating a Sales Receipt
- Creating an Invoice
- Customer Payments
- Undeposited Funds
- Credit Memos and Refunds
- Customer Center Tasks
- Other Features of the Customer Center
Lesson 5: Vendor Center and Purchases
- Exploring the Vendor Center
- Writing Checks vs Entering Bills
- Paying Bills
- Credit Card Transactions
- Vendor Reports
Lesson 6: Banking and Reconciliation
- Account Registers
- Transferring Funds Between Bank Accounts
- Voiding and Deleting Checks
- Reconciling Accounts
- Preparing for the First Reconciliation
- Reconciling an Account
Lesson 7: Managing and Paying Sales Tax
- Turning on the Sales Tax Feature
- Grouping Sales Taxes
- Setting Up Taxable Customers and Items
- Default Sales Tax Item
- Applying Tax to a Sales Form
- Making a Sales Tax Payment
- Recording a Sales Tax Payment
Lesson 8: Working with Transactions
- Working with Transactions
- Finding Transactions
- Performing a Simple Find
- Performing an Advanced Find
- Memorized Transactions
- Creating a Memorized Transfer
- Editing Memorized Transactions
- Deleting a Memorized Transaction
- Grouping Memorized Transactions
- Using Memorized Transactions
Lesson 9: Customizing Preferences and Forms
- Customizing Company Preferences
- Class Tracking
- Enabling Class Tracking
- Setting Up Classes
- Classifying a Transaction
- Custom Forms
- Custom Invoice Form
Lesson 10: Displaying and Customizing Reports
- Report Center and the Reports Menu
- Customizing Reports
- Creating a Memorized Report
- QuickZoom
Lesson 11: Timesheets and Mileage Tracking
- Tracking Time
- Turning on the Time Tracking Feature
- Setting Up Time Tracking Names
- Weekly Timesheets
- Entering Time for a Single Activity
- Time Tracking Reports
- Creating Time Tracking Reports
- Tracking Mileage
- Setting Up the Vehicles List
- Mileage Rates
- Viewing Mileage Rates
- Entering Vehicle Mileage
- Mileage as an Item
- Mileage Reports