QB16: Unit 1 Test

After the Test: 

• Watch the Lesson 4 video and takes notes as you watch.
• You can follow along using the training manual.
• You will re-watch the video later and fine-tune your notes.
• After re-watching the video you will summarize and organize your notes.
• Create graphic organizers, flash cards, Google Slide presentations, and video tutorials.

Remember why we are doing this. QuickBooks Certification:

•  makes you stand out
• not many high school students have certification
•  might help you get a job
• around 80% of small businesses use QuickBooks
•  gives you a sense of pride and accomplishment
• if you can do this, you can do anything

QB15: Review for Unit 1 Test

Unit Test Topics:

• Lesson 1 - Intro to QuickBooks (45% of Unit Test)
• answers to the Lesson 1 quiz questions
• Lesson 2 - The Chart of Accounts (30 % of Unit Test)
• answers to the Lesson 2 quiz questions
• Lesson 3 - Creating a New Company (25% of Unit Test)
• answers to the Lesson 3 quiz questions

Lesson 1 Test Topics (4 "chunks"):

1. Versions
• QuickBooks Versions
• Industry Specific Versions
• Online v. Desktop
• Verifying Version
2. Home Page 
• Common Sections
• Icon Bar Locations
• Pull Down Menu v. Short-cut Icons
3. Screen Types
• Description of Different Lists
• Purpose of Different Forms
• Purpose of Different Reports
4. Transactions
• Basics of Entering Transactions
• Keyboard Shortcut to See Debits and Credits
• Screens that Show Debits and Credits

Lesson 2 Test Topics (4 "chunks"):

1. Importance of Different Lists
2. Chart of Accounts
• Organization of the Chart of Accounts
• Classification of Accounts
• Responsibility for Creating Different Accounts
3. Purpose of Different Registers
4. Description of Different Types of Ledgers

Lesson 3 Test Topics (4 "chunks"):

1. Uses of the File Menu
2. New Company
1. setting up a new company
• source of beginning bank balance
• number of companies to create
• description of Chart of Accounts using Express Start
• responsibility for modifying Chart of Accounts
3. No Company Open Window Choices
• create a new company
• hiding a company from the list
4. Uses of the Edit Menu

QB14: Lesson 3 Quiz

After the quiz, please review you Lesson 1 through 3 material in preparation for the Unit Test.

QB13: Review for Lesson 3 Quiz

• You should re-watch the video and fine-tune your notes.
• After re-watching the video you should summarize and organize your notes.
• Finally, create graphic organizers, flash cards, Google Slide presentations, and video tutorials.

Lesson 3 Quiz Next Class

1. List the different ways to create a new company file:
2. How do you close a company file that is already open on the screen?
3. What button do you click on the “No Company Open” window to create a new company?
4. What should you click on to help you choose the industry for your new company?
5. After using Express Start, can you add or remove accounts in the Chart of Accounts?
6. What choices are available in the Business Type drop down list?
7. From where do you find the the opening bank balance for a new company? 
8. What is the definition of a fiscal year? 
9. List and describe the different types of fiscal years:
10. What is the definition or a QuickBooks Start Date?  
11. What is the rule of thumb when deciding how many company files you should create?     
12. What does the Class Tracking feature allow you to do? 
13. How does the user enter Company information after completing Express Start?  
14. How would you describe the chart of accounts that is created during Express Start? 
15. Who is responsible for adding, deleting, and modifying the chart of accounts for the new company?
16. Where can you edit the preferences for a new company in QuickBooks (like “Turn off Popup Menus)?   
17. Where do you enter historical transactions to catch-up with your fiscal year?   
18. How do you hide a company file in the “No Company Open” window? 

Here are the answers to the Lesson 3 quiz questions. 
Lesson 3 Kahoot

• Don't Forget:
• If you have a PC or Mac at home, you can download a 180-day trial version of QuickBooks Premier 2015 on your own computer. (QuickBooks will not work on the Chromebook)
• go to quickbooks.com/download2015 
• choose the Premier edition
• run the .exe file after it downloads
• follow the "InstallShield Wizard"
• Next > Next > Accept the terms, Next > Express, Next >
• License Number: 4469-1524-8891-760
• Product Number: 503-153
• Next > click Install and wait for the installation to finish, DO NOT Validate or Skip This Step
• click Finish
• click Open QuickBooks and wait for it to load
• click Install Now for Performance Updates
• if needed, the Registration Validation Code is 624419

QB12: Discuss Lesson 3

Review your notes and discuss these topics with your group members:

• How to create a new company file
• How to close a company file
• Choosing the industry for a new company
• Adding or removing accounts in the Chart of Accounts
• Different Business Types 
• Fiscal years for different types of organizations 
• QuickBooks Start Date
• Company files and tax returns     
• Class Tracking 
• Express Start
• Modifying the chart of accounts
• Editing preferences 
• Entering historical transactions   
• Hiding a company 

QB11: Ultrabooks / Video Notes - Lesson 3

Tuesday Ultrabook Group
If you are in the Ultrabook group, you should go through the "hands-on activities" using the Ultrabooks.

• Lesson 1 up to Backing Up the company file
• Skip Lesson 2
• Complete Lesson 3

Video Notes
If you are in the Monday group, you should view the Lesson 3 video on your Chromebooks and take notes as you go

QB10: Ultrabook / Video Notes Day - Lesson 3

Ultrabook Group
If you are in the Ultrabook group, you should go through the "hands-on activities" using the Ultrabooks.

• Lesson 1 up to Backing Up the company file
• Skip Lesson 2
• Complete Lesson 3

Video Notes
If you are in the Tuesday group, you should view the Lesson 3 video on your Chromebooks and take notes as you go

QB09: Lesson 2 Quiz

After the quiz, please watch the Lesson 3 video and take notes while you watch.

QB08: Complete QuickBooks Certification Lesson 2

Save this Quizlet link (QB DESKTOP) on your bookmark bar for future reference

Save this Quizlet link (QB ONLINE) on your bookmark bar for future reference

• Take notes as you finish watching the video in class. (Editing Chart of Accounts)
• You can follow along using the Training Book.
• You will re-watch the video later and fine-tune your notes.
• After re-watching the video you will summarize and organize your notes.
• Create graphic organizers, flash cards, Google Slide presentations, and video tutorials.

Lesson 2 Notes Presentation

Lesson 2 Kahoot

Lesson 2 Quiz during Next Class

1. What is the most important list in QuickBooks?
2. Why is this list the most important?
3. List the main types of Register Accounts in QuickBooks: 
4. Where are Ledger Accounts found in the Chart of Accounts? 
5. Who should create and edit Ledger Accounts? 
6. List different types of Ledger Accounts in QuickBooks:
7. Where are Income and Expense accounts found in the Chart of Accounts? 
8. Who is usually in charge of creating Income and expense accounts? 
9. How are transactions created if they are created in the Accounts Payable or Accounts Receivable Form?
10. List two types of transactions that are recorded in the Accounts Payable Register:
11. List two types of transactions that are recorded in the Accounts Receivable Register:
12. Which form is used to record transactions in the Check Register?
13. Write a definition for Fixed Assets:
14. List examples of Fixed Assets:
15. Why are some items considered Other Current Assets?
16. List different examples of Other Current Assets?
17. What are the characteristics of a Long-term Liability:
18. How is an Other Current Liability different from a Long-term Liability?
19. List the steps for each of the following: 

• Create a New Account:
  Right Click > New > Type > Continue > Name > Save & Close (or Save & New)

• Create a Sub Account:
• Rename an Account:
• Delete an Account:
• Inactivate an Account:
• Reactivate an Account:
• Move (reposition) and Account:
• Print the Chart of Accounts:
• Merge Similar Accounts:

• Don't Forget:
• If you have a PC or Mac at home, you can download a 180-day trial version of QuickBooks Premier 2015 on your own computer. (QuickBooks will not work on the Chromebook)
• go to quickbooks.com/download2015 
• choose the Premier edition
• run the .exe file after it downloads
• follow the "InstallShield Wizard"
• Next > Next > Accept the terms, Next > Express, Next >
• License Number: 4469-1524-8891-760
• Product Number: 503-153
• Next > click Install and wait for the installation to finish, DO NOT Validate or Skip This Step
• click Finish
• click Open QuickBooks and wait for it to load
• click Install Now for Performance Updates
• if needed, the Registration Validation Code is 624419

QB07: Continue QuickBooks Certification Lesson 2

Lesson 2 Quiz on Monday
Notes

• Take notes as you watch the Lesson 2 video. (Editing Chart of Accounts)
• You can follow along using the Training Book.
• You will re-watch the video later and fine-tune your notes.
• After re-watching the video you will summarize and organize your notes.
• Create graphic organizers, flash cards, Google Slide presentations, and video tutorials.

• Create a New Account
• RIGHT-CLICK > NEW
• Edit an Account
• RIGHT-CLICK > EDIT
• Rename an Account
• RIGHT-CLICK > EDIT
• can be done at anytime
• Create Sub-account
• RIGHT-CLICK > EDIT
• sub accounts allow more detailed reporting
• Delete Account
• RIGHT-CLICK > DELETE
• Inactivate Account
• RIGHT-CLICK > DELETE
• Reactivate Account
• ACCOUNT BUTTON > SHOW INACTIVE ACCOUNTS > CLICK GRAY X

QB06: Intro to QuickBooks Certification Prep - Lesson 2

Lesson 2 Topics

1. Chart of Accounts
2. Register Accounts
3. Ledger Accounts
4. Income and Expense Accounts
5. Forms
6. Ledgers
7. Create a New Account
8. Edit an Account
9. Create Sub-account
10. Delete Account
11. Inactivate Account
12. Reactivate Account
13. Move Accounts
14. Reorder Chart of Accounts
15. Merge Accounts
16. Print Chart of Accounts

Notes

• Take notes as we watch the video in class. (0:00 to 14:00 Chart of Accounts)
• You can follow along using the Training Book.
• You will re-watch the video later and fine-tune your notes.
• After re-watching the video you will summarize and organize your notes.
• Create graphic organizers, flash cards, Google Slide presentations, and video tutorials.

• Chart of Accounts

• most important list
• backbone
• every transaction is mapped to an account

• Account Types
• Bank
• A/R
• Other Current Assets
• Fixed Assets
• A/P
• Credit Card
• Other Current Liabilites
• Long-term Liabilities
• Equity
• Income
• Cost of Goods Sold
• Expenses
• Register Accounts (Accountant sets up)

• Check
• A/R
• A/P

• Ledger Accounts (Accountant sets up)

• Fixed Assets
• Other Current Assets
• Long-term Liabilities
• Other Current Liabilities

• Income and Expense Accounts (Admin / User sets up)

QB05: QuickBooks Certification Lesson 1 Quiz

After Quiz, preview Lesson 2

• Take notes as you watch the video in class.
• You can follow along using the Training Book.
• You will re-watch the video later and fine-tune your notes.
• After re-watching the video you will summarize and organize your notes.
• Create graphic organizers, flash cards, Google Slide presentations, and video tutorials.

QB04: Continue QuickBooks Certification Lesson 1

Take notes as we continue to watch the video in class. (Other Reports) 23:00 to 33:00

You can follow along using the book.

You will re-watch the video later and fine-tune your notes.

After re-watching the video you will summarize and organize your notes.

Create graphic organizers, flash cards, Google Slide presentations, and video tutorials.

Lesson 1 Quiz during Next Class:

• Versions
• Onlne 
• (totally different than desktop)
• Desktop
• Manufacturing
• Construction
• Retail
• Accountant
• Professional Services
• Non-Profit
• Verify Version
• F2
• Help > About
• Home Page
• Vendors
• Customers
• Employees
• Company
• Bank
• Icon Bar
• View Menu
• Left
• Top
• Hide
• Expand / Collapse
• Pull-down menus show all choices
• Short-cut icons are only most common items
• Screens
• Lists
• Items
• Vendors
• Customers
• Forms
• Check (payments)
• Bill (expenses)
• Invoices (income)
• Reports
• Company and Financial
• Profit and Loss Statement 
• (Income - Expenses = Net Income)
• Balance Sheet
• (Assets = Liabilities + Equity)
• Cash Flow Statement
• Vendors and Payables
• A/P Aging Summary
• vendors that we owe
• Sales Tax Liability Report
• sales tax payable 
• Customers and Receivables
• A/R Aging Summary
• customers that owe us
• Accountant and Taxes
• Audit Trail Report
• shows who did what, when
• General Ledger
• shows debits and credits and account balance
• Trial Balance
• shows all accounts and debit or credit balance
• Forms vs. General Journal
• Admin (user) should use Forms to enter data
• Only Accountant should use General Journal
• Adjusting Entries
• Correcting Entries
• See Debits and Credits
• Ctrl Y on any form
• Audit Trail Report
• General Journal
• Trial Balance

Lesson 1 Presentation Notes
Lesson 1 Kahoot

QB03: Continue QuickBooks Certification Lesson 1

Take notes as we continue to watch the video in class. (Screen Types) 11:00 to 23:00

You can follow along using the book.

You will re-watch the video later and fine-tune your notes.

After re-watching the video you will summarize and organize your notes.

Create graphic organizers, flash cards, Google Slide presentations, and video tutorials.

QB02: QuickBooks Certification Lesson 1

• Take notes as we watch the video in class. (Versions, Homepage) 0:00 to 11:00
• You can follow along using the book.
• You will re-watch the video later and fine-tune your notes.
• After re-watching the video you will summarize and organize your notes.
• Create graphic organizers, flash cards, Google Slide presentations, and video tutorials.