Course Specifications

ISBN#: 978-0-9794335-5-9
0-9794335-5-x
Item Number: IBK29W
Hours of Instruction based on users skill-set: 16-24

System Requirements
This course covers features that are in QuickBooks Pro Edition 2009. Verify that QuickBooks 2009 software is installed on your computer. Please refer to your software installation instructions for specific hardware requirements.

Course Description

Prerequisites
You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Delivery Method
Instructor-led, self-paced, classroom-delivery learning model with structured hands-on activities.

Benefits
First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2009.

What's New in this Guide

- New company snapshot
- Improved ablility to work in multi-user mode
- Additional options to get help
- New QuickFilter feature
- Enhanced payment feature
- Improved online banking features
- Ablility to download forms into QuickBooks

Course Objectives

Getting Started
Starting QuickBooks,Identifying Components of the QuickBooks,Operating Environment,Opening QuickBooks Centers,Opening Other QuickBooks Windows,Identifying Common,Business Terms,Setting Up QuickBooks in Multi-user Mode,Exiting QuickBooks

Setting Up a Company
Creating a QuickBooks Company,Using the Chart of Accounts,Entering Account Opening Balances

Working with Lists
Creating Company Lists,Working with the Customer & Job List,Working with the Employee List,Working with the Vendor List,Adding Customized Fields,Managing Lists

Setting Up Inventory
Entering Products into Inventory,Ordering Products,Receiving Inventory,Paying for Inventory,Manually Adjusting Inventory

Selling Your Product
Creating Invoices,Making Cash Sales

Invoicing for Services
Setting up a Service Item,Changing the Invoice Format,Creating a Service Invoice,Entering Statement Charges,Creating Billing Statements

Processing Payments
Receiving Payments for Invoices,Making Deposits,Printing Statements

Working with Bank Accounts
Writing a QuickBooks Check,Using Bank Account Registers,Entering a Handwritten Check,Transferring Funds Between Accounts,Reconciling Checking Accounts

Entering and Paying Bills
Handling Expenses,Using QuickBooks for Accounts Payable,Entering Bills,Paying Bills

Customizing Forms
Creating a Custom Template,Modifying a Template,Printing Forms

Using Other QuickBooks Accounts
Other QuickBooks Account Types,Tracking Credit Card Transactions,Working with Asset Accounts,Working with Liability Accounts,Understanding Equity Accounts

Creating Reports
Creating QuickReports,Modifying QuickReports,Memorizing QuickReports,Running Preset Reports,Modifying Preset Reports,Exporting Reports to Microsoft Excel,Printing Reports

Creating Graphs
Creating QuickInsight Graphs,Using QuickZoom with Graphs,Working with the Sales Graph,Customizing Graphs,Printing Graphs

Tracking and Paying Sales Tax
Using Sales Tax in Quickbooks,Setting Up Tax Rates and Agencies,Determining What You Owe,Paying Your Tax Agencies

Doing Payroll with QuickBooks
Using Payroll Tracking,Setting Up for Payroll,Setting Up Employee Payroll Information,Writing a Payroll Check,Printing Paycheck Stubs,Tracking Your Tax Liabilities,Paying Payroll Taxes,Printing Forms 940 and 941

Using the EasyStep Interview
Using the EasyStep Interview

Using Online Banking
Setting up an Internet Connection,Activating Accounts,Reading Online Statements,Creating Online Payments,Submitting Online Payments,Transferring Funds Online,Canceling Online Payments,Sending E-mail to Your Financial Institution

Estimating, Time Tracking, and Job Costing
Creating Job Estimates,Creating an Invoice from an Estimate,Displaying Project Reports for Estimates,Updating the Job Status,Tracking Time,Displaying Project Reports for Time Tracking,Displaying Other Project Reports

Writing Letters
Using the Letters and Envelopes Wizard,Customizing Letter Templates

Synchronizing with Contact Management Software
Categorize Contact Names In Microsoft,Outlook or ACT!,Synchronizing With Microsoft Outlook or ACT!,Changing Synchronization Settings