Course Specifications

ISBN#: 978-0-9794335-4-2
0-9794335-4-1
Item Number: SBK29W
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 2008.

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 Product 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
Using 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