Course Specifications

ISBN#: 978-0-9831088-0-1 Item Number: GSS2011 Hours of Instruction based on users skill-set: 16-24 System Requirements This course covers features that are in QuickBooks Pro Edition 2011, sold separately. Verify that QuickBooks 2011 software is installed on your computer. Please refer to your software installation instructions for specific hardware requirements. QuickBooks 2011 software and a Windows XP, Windows Vista, Windows Server 2003, Windows Server 2008, or Windows 7 operating system. Refer to the QuickBooks 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 2011.

What's New in this Guide

- The Quick Start Center - The Customer Snapshot view - Keyword search functionality - At-a-glance views of customer and vendor transactions - Batch invoicing - Paid Date stamping - The Collections Center - Webmail integration - The Balance Sheet by Class report - Enhanced Bank Reconciliation lesson - Improved Fixed Asset lesson

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 Product Invoices, Applying Credit to Invoices, E-mailing 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, Voiding 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 Memorizing Transactions Entering a New Memorized Transaction, Editing a Memorized Transactions, Deleting a Memorized Transaction, Grouping Memorized Transactions, Using a Memorized Transaction, Printing the Memorized Transaction List Customizing Forms Creating a Custom Template, Modifying a Template, Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types, Working with Credit Card Transactions, Working with Fixed Asset Accounts, Working with Long-Term Liability Accounts, Using the Loan Manager, 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, Indicating Who and What Gets Taxed, Applying Tax to Each Sale, Determining What You Owe, Paying Your Tax Agencies Preparing 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, Viewing, Downloading and Matching Online Transactions, Creating Online Payments, Submitting Online Payments, Transferring Funds Online, Canceling Online Payments, Sending E-mail to Your Financial Institution 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 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, Tracking Vehicle Mileage, Displaying Vehicle Mileage Reports, Displaying Other Project Reports Writing Letters Using the Letters and Envelopes Wizard, Customizing Letter Templates