Course Specifications

ISBN#: 978-0-9794335-6-6
0-9794335-6-8
Item Number: GSS2010
Hours of Instruction based on users skill-set: 16-24

System Requirements
This course covers features that are in QuickBooks Pro Edition 2010, sold separately. Verify that QuickBooks 2010 software is installed on your computer. Please refer to your software installation instructions for specific hardware requirements.

QuickBooks 2010 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 2010.

What's New in this Guide

- Enhanced information about the QuickBooks layout
- Information about new QuickBooks Centers
- More information about working with bank accounts
- New information about memorizing transactions
- More information about using other QuickBooks accounts
- New information about the Fixed Asset Manager and the Loan Manager
- New procedures for working with the redesigned Report Center
- Updated information about payroll features
- More information about online banking features
- New information about using the Vehicle Mileage Tracker

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 Transaxtion,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