Table of Contents
Intuit QuickBooks - Beyond Basics!

Lesson I - Open Previous Company File or Create a Company File
Step 1: Open the QuickBooks Program
Step 2: Open Previous Company File
Step 3: Create a New Folder
Step 4: Set up a New Company

Lesson II Equity Accounts, General Journal
Step 5: Equity Accounts
Step 6: Make General Journal Entry
Step 7: Track Withdrawals in Owners Draw
Step 8: Transfer Owners Draw to Owners Equity/Retained Earnings Account

Lesson III –Tracking Independent Contractors and 1099s
Step 9: Set Up Independent Contractor

Lesson IV Track Fixed Assets, Long Term Liability, Other Current Assets, Memorize Transactions
Step 10: Fixed Assets
Step 11: Set up Long Term Liability Account for a Loan
Step 12: Record Payments
Step 13: Other Current Asset Account
Step 14: Memorize Transactions

Lesson V Estimates, Vehicle Mileage, and Billable Costs
Step 15: Estimates
Step 16: Track Vehicle Mileage
Step 17: Billable Cost - Ways to Pass on Cost to Customers

Lesson VI Terms/Discounts, Late Charges, Reminders Statement, Collections Letters, Labels
Step 18: Terms List and Sales Discounts
Step 19: Late Charges and Reminders Statements
Step 20: Collection Letters
Step 21: Print Mailing Labels

Lesson VII Returned Checks, Write off Bad Debt
Step 22: Track Returned Checks
Step 23: Write Off Bad Debt

Lesson VIII Email Forms and Reports, Import Files, Banking
Step 24: Forms that you can Email
Step 25: Add Email Addresses to QuickBooks
Step 26: E-Mail Forms
Step 27: Email a Report
Step 28: Import Files into QuickBooks
Step 29: Online Banking
Step 30: Enter Sales Receipts for a Specific Time Period

Lesson IX Tracking Taxes, Type Tracking, Class Tracking, Tracking Sales Reps, Retainers
Step 31: Tax Line Mapping
Step 32: Type Tracking
Step 33: Class Tracking
Step 34: Sales Representatives
Step 35: Set Up Upfront Deposits/Retainer

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