Online Lessons 11 - 15
Day 3 Topics: 11 - 15
Topic 11:
Track & Pay Sales Tax: Gain an understanding of sales tax tracking and how to properly and easily report and pay liabilities. How to properly apply sales tax to a customer and an invoice. How to account for multiple tax agencies when and if needed.
Topic 12:
Payroll. Overview of the different payroll options offered by Intuit. Set up employees and payroll items. Learn about payroll schedules. How to pay employees and remit tax liabilities. How to file tax forms.
Topic 13:
Estimates & Progress Billing: How to create estimates (bids, proposals, quotes). Learn how to save time by copying estimates. How to auto generate an invoice directly from the estimate in full, or partially. How to display project reports. How to update job and project status.
Topic 14:
Tracking Time & Job Costing: Learn how to track and analyze time spent on a project, job, or client. Or how to use the Quickbooks timesheet (and time tracking apps) simply to track your hourly employees and integrate it with your payroll. How to invoice a customer for time, expense, or mileage. How to create reports for time and expense tracking, and analyze profitability by job, project, or client/customer.
Topic 15:
Customize the Templates in Quickbooks: How to modify preset business forms & customize invoices, estimates, and more. Add your company logo, create custom fields for your business forms, design custom invoices & business forms specific to your company's needs.
