This is a brand new approach to the QuickBooks Pro series of CPE courses created by L. Keith Jordan, CPA. This course explores the importance of forms in QuickBooks and how to enter transactions using forms and classes.

In Part 1 of this course, we explore the importance of forms in QuickBooks, and demonstrate how forms can be designed and modified to better meet the needs of the entity.

In Part 2 of this course, we explore how to enter transactions using forms and classes, how to memorize and print transactions individually or in a batch, and how to utilize other QuickBooks features such as the calendar, the fixed asset list, and the loan manager.

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
  • Identify the basic elements of modifiable QuickBooks forms and recognize how to modify forms to use classes in multiple distribution transactions; and explore how to use available form options to design and modify QuickBooks forms to better meet the needs of the entity.
  • Discover how QuickBooks classes can be used to expand tracking and reporting capabilities; explore how to enter transactions via journal entries, payroll timesheets, and other QuickBooks forms, and recognize how to utilize other features available in QuickBooks Pro such as the calendar, the fixed asset list and the loan manager; and discover how to memorize and print or batch print transactions.
Last updated/reviewed: August 9, 2023
Prerequisites
Course Complexity: Intermediate

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 Syllabus
INTRODUCTION and OVERVIEW
Part 1: Understand, Design, Modify Forms
  Basic QB Form Concepts 10:45
  Modifiable Form Elements9:48
Part 2: Transactions and Special Tools
  Introduction to Transactions and Special Tools 9:31
  Transaction Entry Points9:48
  QB Features 11:16
  Alerts, Reminders, To Do List, and Company Calendar 10:28
Continuous Play
  QuickBooks Pro 2015: Middle Game1:11:27
SUPPORTING MATERIALS
  Middle Game Glossary/IndexPDF
REVIEW and TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam