QuickBooks 2012

TCCIT Solutions provides high quality, affordably priced, training classes in QuickBooks. With experienced instructors and a convenient midtown NYC location, we offer QuickBooks courses for the corporate community. TCCIT Solutions offers group classes and private tutoring to beginner and more advanced corporate clients in QuickBooks. We offer onsite training or classes at our facility on 34th Street and Madison in New York City.


Course Description

This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software.

Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

Performance-Based Objectives

Upon successful completion of this course, students will be able to:

  • Set up a company
  • Work with lists
  • Set up inventory
  • Sell your product
  • Invoice for services
  • Process payments
  • Work with bank accounts
  • Enter and pay bills
  • Use the EasyStep Interview


Students should have a basic understanding of Windows, including how to use files and folders.

Related Classes:

Course Content

Get Going with QuickBooks 2012

Course Content

Lesson 1: Getting Started

  • Topic 1A: Starting QuickBooks
  • Topic 1B: Setting QuickBooks Preferences
  • Topic 1C: Identifying Components of the QuickBooks Operating Environment
  • Topic 1D: The QuickBooks Home Page
  • Topic 1E: The Company Snapshot
  • Topic 1F: Getting Help with QuickBooks
  • Topic 1G: Identifying Common Business Terms
  • Topic 1H: Setting Up QuickBooks in Multi-User Mode
  • Topic 1I: Updating QuickBooks
  • Topic 1J: Backing Up and Restoring a Company File
  • Topic 1K: Exiting QuickBooks
  • Topic 1L: Review

Lesson 2: Setting Up a Company

  • Topic 2A: Creating a QuickBooks Company
  • Topic 2B: Using the Chart of Accounts
  • Topic 2C: Setting Up a Password
  • Topic 2D: Setting a Closing Date
  • Topic 2E: Review

Lesson 3: Working with Lists

  • Topic 3A: Creating Company Lists
  • Topic 3B: Working with the Customers & Jobs List
  • Topic 3C: Working with the Employees List
  • Topic 3D: Working with the Vendors List
  • Topic 3E: Working with the Items List
  • Topic 3F: Working with Other Lists
  • Topic 3G: Managing Lists
  • Topic 3H: Review

Lesson 4: Setting Up Inventory

  • Topic 4A: Entering Products into Inventory
  • Topic 4B: Ordering Products
  • Topic 4C: Receiving Inventory
  • Topic 4D: Paying for Inventory
  • Topic 4E: Manually Adjusting Inventory
  • Topic 4F: Review

Lesson 5: Selling Your Product

  • Topic 5A: Creating Product Invoices
  • Topic 5B: Applying Credit to Invoices
  • Topic 5C: E-mailing Invoices
  • Topic 5D: Setting Price Levels
  • Topic 5E: Making Cash Sales
  • Topic 5F: Review

Lesson 6: Invoicing for Services

  • Topic 6A: Setting Up a Service Item
  • Topic 6B: Changing the Invoice Format
  • Topic 6C: Creating a Service Invoice
  • Topic 6D: Editing an Invoice
  • Topic 6E: Voiding an Invoice
  • Topic 6F: Deleting an Invoice
  • Topic 6G: Entering Statement Charges
  • Topic 6H: Creating Billing Statements
  • Topic 6I: Review

Lesson 7: Processing Payments

  • Topic 7A: Displaying the Open Invoices Report
  • Topic 7B: Using the Collections Center
  • Topic 7C: Receiving Payments for Invoices
  • Topic 7D: Making Deposits
  • Topic 7E: Handling Bounced Checks
  • Topic 7F: Review

Lesson 8: Working with Bank Accounts

  • Topic 8A: Writing a QuickBooks Check
  • Topic 8B: Voiding a QuickBooks Check
  • Topic 8C: Using Bank Account Registers
  • Topic 8D: Entering a Handwritten Check
  • Topic 8E: Transferring Funds Between Accounts
  • Topic 8F: Reconciling Checking Accounts
  • Topic 8G: Review

Lesson 9: Entering and Paying Bills

  • Topic 9A: Handling Expenses
  • Topic 9B: Using QuickBooks for Accounts Payable
  • Topic 9C: Entering Bills
  • Topic 9D: Paying Bills
  • Topic 9E: Entering Vendor Credit
  • Topic 9F: Review

Appendix A: Using the EasyStep Interview

  • Using the EasyStep Interview
  • Review

Keep Going with QuickBooks 2012

Course Content

Lesson 1: Memorizing Transactions

  • Topic 1A: Entering a New Memorized Transaction
  • Topic 1B: Editing a Memorized Transaction
  • Topic 1C: Deleting a Memorized Transaction
  • Topic 1D: Using a Memorized Transaction
  • Topic 1E: Printing the Memorized Transaction List
  • Topic 1F: Review

Lesson 2: Customizing Forms

  • Topic 2A: Creating a Custom Template
  • Topic 2B: Modifying a Template
  • Topic 2C: Printing Forms
  • Topic 2D: Review

Lesson 3: Using Other QuickBooks Accounts

  • Topic 3A: Other QuickBooks Account Types
  • Topic 3B: Working with Credit Card Transactions
  • Topic 3C: Working with Fixed Assets
  • Topic 3D: Working with Long-Term Liability Accounts
  • Topic 3E: Using the Loan Manager
  • Topic 3F: Review

Lesson 4: Creating Reports

  • Topic 4A: Creating QuickReports
  • Topic 4B: Customizing QuickReports
  • Topic 4C: Memorizing QuickReports
  • Topic 4D: Running Preset Reports
  • Topic 4E: Customizing Preset Reports
  • Topic 4F: Sharing Reports
  • Topic 4G: Exporting Reports to Microsoft Excel
  • Topic 4H: Printing Reports
  • Topic 4I: Review

Lesson 5: Creating Graphs

  • Topic 5A: Creating QuickInsight Graphs
  • Topic 5B: Using QuickZoom with Graphs
  • Topic 5C: Working with the Sales Graph
  • Topic 5D: Customizing Graphs
  • Topic 5E: Printing Graphs
  • Topic 5F: Review

Lesson 6: Tracking and Paying Sales Tax

  • Topic 6A: Using Sales Tax in QuickBooks
  • Topic 6B: Setting Up Tax Rates and Agencies
  • Topic 6C: Indicating Who and What Gets Taxed
  • Topic 6D: Applying Tax to Each Sale
  • Topic 6E: Determining What You Owe
  • Topic 6F: Paying Your Tax Agencies
  • Topic 6G: Review

Lesson 7: Preparing Payroll with QuickBooks

  • Topic 7A: Using Payroll Tracking
  • Topic 7B: Setting Up for Payroll
  • Topic 7C: Setting Up Employee Payroll Information
  • Topic 7D: Setting Up a Payroll Schedule
  • Topic 7E: Writing a Payroll Check
  • Topic 7F: Printing Paycheck Stubs
  • Topic 7G: Tracking Your Tax Liabilities
  • Topic 7H: Paying Payroll Taxes
  • Topic 7I: Preparing Payroll Tax Forms
  • Topic 7J: Review

Appendix A: Using Online Banking

  • Setting Up an Internet Connection
  • Activating Online Services
  • Viewing, Downloading, and Matching Online Transactions
  • Creating Online Payments
  • Transferring Funds Online
  • Canceling Online Payments
  • Sending E-mail to Your Financial Institution
  • Review

Appendix B: Sharing Files with an Accountant

  • Saving an Accountant’s Copy
  • Importing an Accountant’s Changes
  • Removing Accountant’s Copy Restrictions
  • Using the Accountant’s Copy File Transfer Service
  • Review

Appendix C: Estimating, Time Tracking, and Job Costing

  • Creating Job Estimates
  • Creating an Invoice from an Estimate
  • Displaying Reports for Estimates
  • Updating the Job Status
  • Tracking Time
  • Displaying Reports for Time Tracking
  • Tracking Vehicle Mileage
  • Displaying Vehicle Mileage Reports
  • Displaying Other Job Reports
  • Review

Appendix D: Writing Letters

  • Using the Letters and Envelopes Wizard
  • Customizing Letter Templates
  • Review


For more information about Corporate Training, please either call us at your convenience at 212-684-5151 or email us at info@TCCITSolutions.com.

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