CPE Credit for Mastering QuickBooks Level 1

Thanks for your interest in CPE credit for this product. Here are the forms and documents you need.

To Study/Prepare for the CPE TEST

Download/Print the Review
This is useful to test your knowledge prior to submitting the CPE TEST.

Download/Print the Review with Answers/Feedback
This is useful after completing the Review, to check your answers and get feedback on why an answer is right or wrong.

Take/Submit the CPE TEST

Download/Print the CPE TEST and Submittal Form
Complete the CPE Test and Submittal Form. Instructions for sending these items to Real World Training are contained in these documents.

Topics Covered

Day 1

• Introduction to QuickBooks
• Creating a new company file
• Working with lists
• Your financial statements (chart of accounts)
• Setting up what you sell and buy (items)
• Tracking customers and sales (customers, invoicing, sales receipts, retail sales, credit memos, and statements)
• Tracking vendors and expenses (vendors, bills, checks, credit memos, job cost, reconciling, and 1099's)
• Purchasing and managing inventory
• Building inventory assemblies
• Tracking sales taxes
• Saving time (throughout the entire seminar)
• Budgets and forecasts
• Voiding checks vs deleting checks

Day 2

• Security and multi-user
• Setting up and using payroll
• Paying payroll liabilities and taxes
• Time tracking
• Understand Online Banking
• Working with reports
• Advanced reporting techniques
• Using credit cards
• Tracking sales orders and backorders
• Integration with Microsoft Word® and Excel®
• Closing the books
• Backing up and restoring data files
• Importing and exporting list information
• Customizing QuickBooks
• Finding and saving time
• Special transactions
• Special workarounds
• Keyboard shortcuts
• Loan Manager

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