In Part 1 of this course, we explore the importance of lists in QuickBooks, and the importance of the Chart of Accounts in particular. We look at an overview of the Chart of Accounts and take a more detailed look at the Chart of Accounts.

In Part 2 of this course, we explore the Item List window and the types of Items in QuickBooks. We also learn how to include Sales Tax in the Item List and discuss using QuickBooks tools to import and export Items.

In Part 3 of this course, we identify QuickBooks payroll solutions by type, explore payroll solutions available to QuickBooks users, and discuss basic payroll features and setup in QuickBooks.

Course Series

This course is included in the following series:

3 CoursesQuickBooks Pro 2015

  1. QuickBooks Pro 2015: Initial Set Up
  2. QuickBooks Pro 2015: Opening Moves
  3. QuickBooks Pro 2015: Middle Game
Learning Objectives
  • Recognize the importance of the Chart of Accounts list in QuickBooks and explore how to access and modify the Chart of Accounts.
  • Identify the purpose for and uses of Items and the Item List, and name several Item Types
  • Explore basic payroll features and how to choose from the alternatives available
Last updated/reviewed: August 9, 2023
1 Review (11 ratings)

Reviews

5
Member's Profile
Very thorough coverage of the subjects, and a good learning pace. Slightly confusing when the slides show a "Test" or "Review" page, but then simply continue on with lecture.
Prerequisites
Course Complexity: Foundational

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to QuickBooks Pro 2015: Opening Moves3:56
Part 1 The Chart of Accounts
  Introduction to The Chart of Accounts5:37
  A Closer Look at Chart of Accounts16:23
  Merging and Combining Accounts10:10
Part 2 The Items List
  Introduction to The Items List4:40
  Items Types and Use10:38
  Group Type Items3:27
  Sales Tax Types12:05
  Importing & Exporting Items List6:03
Part 3 Payroll
  Introduction to Payroll9:19
  Manual Processing10:24
  Adding Employee10:31
  Features and Shortcuts 8:52
Continuous Play
  QuickBooks Pro 2015: Opening Moves 1:52:39
SUPPORTING MATERIALS
  QuickBooks Pro 2015: Opening Moves Glossary/IndexPDF
REVIEW and TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam