Section 1: Working with Payroll and Time Tracking
Lesson 1.1: Payroll Reports
Overview of Reports
Employee QuickReport
Payroll Summary by Employee
Payroll Liability Report
Exporting Data to Excel
Step-By-Step
Skill Sharpener
Lesson 1.2: Time Tracking, Part 1
Turn On Time Tracking
Using Weekly Timesheets
Entering Single Activities
Viewing Unbilled Time
Step-By-Step
Skill Sharpener
Lesson 1.3: Time Tracking, Part 2
Invoicing Unbilled Time
Using Online Timesheets
Tracking Time with Outlook
Time Tracking Reports
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: System Security
Lesson 2.1: Protecting Your Data
Backing up Your Company File
Restoring Your Company File
Creating a Portable Company File
Verifying Data
Rebuilding Data
Cleaning Up Data
Step-By-Step
Skill Sharpener
Lesson 2.2: Setting up Users
Opening the User List
Creating a User
Editing a User
Deleting a User
Changing Passwords
Working in a Multi-User Environment
Step-By-Step
Skill Sharpener
Lesson 2.3: Working with Files
Importing Files
Exporting Files
Synchronizing Outlook Contacts
Converting from Another Program
Step-By-Step
Skill Sharpener
Lesson 2.4: The Accountant's Copy
About the Accountant's Copy
Creating an Accountant's Copy
Importing an Accountant's Copy
Canceling an Accountant's Copy
Converting the Accountant's Copy to a QBW File
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Advanced Account Tasks
Lesson 3.1: Asset Accounts
What is an Asset Account?
Creating an Asset Account
Purchasing a Fixed Asset
Viewing the Fixed Asset Item List
Entering Depreciation
Step-By-Step
Skill Sharpener
Lesson 3.2: Liability and Equity Accounts
Current Term vs. Long Term
Adding Liability Accounts
Recording Investments by Owners
Recording Payments to Owners
Repaying Liabilities
Step-By-Step
Skill Sharpener
Lesson 3.3: Preparing Sales Tax
Setting Sales Tax Preferences
Viewing the Tax Code List
Setting Tax Codes for Items and Customers
Using Sales Tax Reports
Adjusting Tax Due
Remitting Sales Tax
Step-By-Step
Skill Sharpener
Lesson 3.4: Year-End Activities
Preparing for Year-End
Preparing for Tax Time
Processing Payroll Forms
Paying Estimated Income Taxes
Closing the Books
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Section 4: Business Plans
Lesson 4.1: Using the Business Planner
Opening the Business Planner
Understanding the Business Planner Interface
Using the Welcome Screen
Getting Help
Closing the Business Planner
Step-By-Step
Skill Sharpener
Lesson 4.2: Entering Information
Entering Company Information
Entering Income Details
Entering Expense Details
Completing the Interview
Step-By-Step
Skill Sharpener
Lesson 4.3: Viewing the Plan
Understanding the Interface
Choosing a Section
Viewing an Example
Using the Topic Guide
Writing Your Plan
Step-By-Step
Skill Sharpener
Lesson 4.4: Planner Tools
Generating Reports
Generating Graphs
Checking Your Spelling
Setting the Plan Format
Step-By-Step
Skill Sharpener
Lesson 4.5: Finishing the Plan
Using Print Preview
Printing the Business Plan
Printing the Topic Guide
Backing Up Your Plan
Restoring a Plan
Step-By-Step
Skill Sharpener
Section 4: Case Study
Section 4: Review Questions
Section 5: Supplemental Checklists
Index
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