QB33: Group 1 UltraBooks / Video Notes Lesson 7

Ultrabook Group
If you are in group 1, you should go through the Lesson 7 "hands-on activities" using the Ultrabooks.

Video Notes
If you are in group 2, you should view the Lesson 7 video on your Chromebooks and take notes as you go.

QB32: Lessons 1 to 6 Unit Test

After the Test:

• watch the Lesson 7 video and take 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.

QB31: Study for Lessons 1 to 6 Unit Test

• Review for the Lessons 1 though 6 Unit Test
• Preview the Unit 1 Kahoot
• Preview the Unit 2 Kahoot
• Rewatch the Lesson 1 through 6 Videos
• Lesson 1
• Lesson 2
• Lesson 3
• Lesson 4
• Lesson 5
• Lesson 6

QB30: Unit Test Review

Go to www.kahoot.it and get ready to Kahoot

• use Chromebook or Phone (your choice)

QB29: Lesson 6 Quiz

After the quiz:

• Please take this quick survey
• Review for the Lessons 1 though 6 Unit Test
• Preview the Unit 1 Kahoot
• Preview the Unit 2 Kahoot
• Rewatch the Lesson 1 through 6 Videos
• Lesson 1
• Lesson 2
• Lesson 3
• Lesson 4
• Lesson 5
• Lesson 6

QB28: Review for Lesson 6 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 6 Quiz Tomorrow

1. What can you do in the Customer Center?
2. What is the definition a a customer?
3. List the three main sections of the Customer Center:
4. Describe the most effective way to find a customer in the Customer List:
5. How can you move a customer in the customer list?
6. List the steps to make a customer inactive:
7. What simple shortcut allows you to choose all available transactions related to a customer?
8. What does the Transaction List allow you to do in order to search for different types of transactions?
9. Describe the steps to create a new customer:
10. What type of information can you set in the Payment Settings Tab?
11. What must you acquire in order to accept credit cards payments from customers?
12. In which window (tab) of the Customer Information Window would you add a Custom Field?
13. What is the purpose of creating a Customer Job?
14. How do you add a job to a particular customer?
15. How do you access all customer forms and transactions?
16. What is a statement?
17. List the steps to merge two customers into one:

Lesson 6 Answers

QuickBooks Unit 2 Kahoot Review

 - QuickBooks Maintenance

 - Banking

 - Customer Center

• 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

QB27: Discuss Lesson 6

Review the following topics and discuss them with your group members:

• purpose of the Customer Center 
• define "customer" 
• sections of the Customer Center 
• finding a customer 
• moving a customer 
• inactivating a customer 
• finding transactions 
• creating a new customer 
• Payment Settings Tab 
• accepting credit cards 
• adding custom fields 
• purpose of "jobs" 
• adding jobs 
• accessing customer forms and transactions 
• define "statement" 
• merging customers 

Lesson 06 Kahoot

QuickBooks Unit 1 Kahoot Review
- Intro to QuickBooks
- The Chart of Accounts
- Creating a New Company

QB26: Ultrabooks / Video Notes Lesson 6

Tuesday Ultrabook Group
If you are in the Tuesday group, you should go through the Lesson 6 "hands-on activities" using the Ultrabooks.

Video Notes
If you are in the Monday group, you should view the Lesson 6 video on your Chromebooks and take notes as you go.

QB25: Ultrabooks / Video Notes Lesson 6

Monday Ultrabook Group
If you are in the Monday group, you should go through the Lesson 6 "hands-on activities" using the Ultrabooks.

Video Notes
If you are in the Tuesday group, you should view the Lesson 6 video on your Chromebooks and take notes as you go.

QB24: QuickBooks Certification Lesson 5 Quiz

After the Quiz:

• watch the Lesson 6 video and take 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.

If you really want to get ahead...

• Review for the Lessons 1 though 6 Unit Test
• Preview the Unit 1 Kahoot
• Preview the Unit 2 Kahoot
• Rewatch the Lesson 1 through 5 Videos
• Lesson 1
• Lesson 2
• Lesson 3
• Lesson 4
• Lesson 5

QB23: Review for Lesson 5 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 5 Quiz Next Class

1. What icon do you click on if you want to enter a handwritten check?  
2. List four different ways you can sort information in the Check Register:
3. In which two locations can you enter Debit Card transactions?
4. What term is entered in the check number field when recording a debit card transaction?
5. When writing a check, what choices are available to describe the payee in Quick Add?
6. What name refers to the lower half of the check form?
7. What is the purpose of “The Split”?
8. What is the difference between deleting a check and voiding a check in QuickBooks?
9. Where in QuickBooks can you find help if you are not sure what steps to follow to process a transaction?
10. What is a Reconciliation Discrepancy?   
11. If the Difference field in the Reconciliation window shows an amount other than zero, what steps should you follow?
12. What is the relationship between the Enter Bill Form and the Pay Bill window?

Click Here to check your answers.
Lesson 5 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

QB22: Discuss Lesson 5

Review the following topics and discuss them with your group members:

• where to enter debit card transactions
• location of the "Split" on the check form
• difference between deleting and voiding a check
• definition of "Reconciliation Discrepancy"
• function of the QuickBooks Help Menu
• using the Reconciliation window
• relationship between Enter Bill form and Pay Bill window

eLearning QB21: UltraBooks / Video Notes Day - Lesson 5

eLearning Day Attendance

• fill out this attendance form

Ultrabook Group
If you are in the Ultrabook group, you should go through the Lesson 5 "hands-on activities" using the Ultrabooks.

Video Notes
If you are in the Video group, you should view the Lesson 5 video on your Chromebooks and take notes as you go.

Study for the Lesson 5 Quiz

1. What icon do you click on if you want to enter a handwritten check?  
2. List four different ways you can sort information in the Check Register:
3. In which two locations can you enter Debit Card transactions?
4. What term is entered in the check number field when recording a debit card transaction?
5. When writing a check, what choices are available to describe the payee in Quick Add?
6. What name refers to the lower half of the check form?
7. What is the purpose of “The Split”?
8. What is the difference between deleting a check and voiding a check in QuickBooks?
9. Where in QuickBooks can you find help if you are not sure what steps to follow to process a transaction?
10. What is a Reconciliation Discrepancy?   
11. If the Difference field in the Reconciliation window shows an amount other than zero, what steps should you follow?
12. What is the relationship between the Enter Bill Form and the Pay Bill window?

Click Here to check your answers.

• 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

QB20: Ultrabooks / Video Notes Day - Lesson 5

Ultrabook Group
If you are in the Ultrabook group, you should go through the Lesson 5 "hands-on activities" using the Ultrabooks.

Video Notes
If you are in the Video group, you should view the Lesson 5 video on your Chromebooks and take notes as you go.

QB19: QuickBooks Certification Lesson 4 Quiz

After the Quiz:

• watch the Lesson 5 video and take 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.

QB18: Review for Lesson 4 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 4 Quiz Next Class

Review these questions:

1. What is the name of the user who has full user rights and authority over the QuickBooks software?
2. If there are no other users set up, who can act as the QuickBooks administrator? Who should?
3. List the steps for setting up the administrator’s password:
4. List the General Levels of User Access:
5. Why is it important to set a closing date in QuickBooks?
6. List two reasons why it is important to back up a company file:
7. List the steps for backing up a company file:
8. What is the file extension for a back-up file in QuickBooks?
9. List three reasons why it might be necessary to restore a company file:
10. List the steps for restoring a company file:
11. What does the Condense Utility do?
12. What does multi-user mode allow that single-user mode does not?

• 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

QB17: Discuss Lesson 4

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

• administrators role in QuickBooks maintenance and protection
• QuickBooks administrators usage rights
• how to set up an administrator's username and password
• general levels of user access
• setting up a closing date
• backing up a company file
• restoring a company file
• the condense utility
• single-user v. multi-user modes

Lesson 4 Kahoot
Lesson 4 Quiz Answers

Ultrabooks / Video Notes Day - Lesson 4

Ultrabook Group
If you are in the Ultrabook group, you should go through the Lesson 4 "hands-on activities" using the Ultrabooks.

Video Notes
If you are in the Video group, you should view the Lesson 4 video on your Chromebooks and take notes as you go.

Ultrabooks / Video Notes Day - Lesson 4

Ultrabook Group
If you are in the Ultrabook group, you should go through the Lesson 4 "hands-on activities" using the Ultrabooks.

Video Notes
If you are in the Video group, you should view the Lesson 4 video on your Chromebooks and take notes as you go.