Course Name

Mastering Intuit QuickBooks Pro 2009

Contact Hours: 8

Course Description

This series will open your eyes to just how easy using QuickBooks® Pro® can be to manage, record and understand your company`s finances. After watching this training, you will master QuickBooks software skills, as well as learn basic accounting concepts that will allow you to use QuickBooks efficiently and accurately to manage financial information. From creating a company file to tracking products, vendors, customers, assets and liabilities, along with building customized reports, this course allows you to master QuickBooks software so you can master your business.

Outcome

By completing this course you will learn to: Create a company file and manage vendors, customers and products Get an overview of the Company Snapshot, a new QuickBooks feature that shares all key aspects of your business in one screen See how to enter vendors, customers, items, inventory and transactions as accurately as possible with as much detail as possible Secure your financial files, share QuickBooks files with multiple users and back them up in order to secure your data Discover how Centers work to provide easy access to an overview of or specific information for Vendors, Customers and Employees

Assessment

Project files are included with this course to aid in your learning. There are no exams or tests.

Outline

Chapter 1: QUICKBOOKS OVERVIEW QuickBooks Versions Tour of the Interface Chapter 2: THE COMPANY FILE Opening an Existing Company Preparing to Set Up a New Company Creating a New Company File Chapter 3: THE CHART OF ACCOUNTS Accounting Primer Adding New Accounts Editing Accounts Displaying & Adding Account Numbers Chapter 4: PREFERENCES & SECURITY Customizing Preferences Security Overview Establishing Security Chapter 5: COMPANY LISTS Working with Lists Organizing Lists Chapter 6: IMPORTING DATA General Import Strategies Installing the Conversion Tool Starting the Conversion Tool Importing from Microsoft® Excel® Chapter 7: BANK ACCOUNTS Creating & Using Accounts Writing Checks Transferring Funds between Accounts Chapter 8: SERVICES & INVENTORY Inventory Accounts Overview Entering Products & Services Working with the Vendor List Ordering & Receiving Products Making Inventory Adjustments Returning Items to Vendors Inventory Reports Chapter 9: CUSTOMERS Adding Customers Dening Jobs Adding Custom Fields Chapter 10: RECORDING SALES Making Cash Sales Using Estimates Working with Progressive Invoicing Sending Invoices Chapter 11: SALES ADJUSTMENTS & STATEMENTS Adjusting for Credits & Returns Creating Credit Memos Working with Finance Charges Creating Statements Chapter 12: CUSTOM SALES FORMS Customizing a Product Invoice Using the Layout Designer & Downloading Templates Assigning & Managing Templates Chapter 13: ACCOUNTS RECEIVABLE (24 min) Receiving Payments Making Deposits Streamlining Payments & Deposits Viewing A/R Reports Chapter 14: ACCOUNTS PAYABLE Entering Bills Paying Bills Chapter 15: SALES TAX Setting Up Sales Tax Applying Sales Tax Determining & Paying Sales Tax Chapter 16: MANAGING EMPLOYEE DATA Getting Ready for Payroll Setting Up Payroll Adding Employees Creating & Using Timesheets Preparing Paychecks Paying Payroll Liabilities Chapter 17: CREDIT CARDS Creating Credit Card Accounts & Entering Charges Reconciling & Paying Credit Card Accounts Chapter 18: OTHER ENTRIES Assets & Depreciation Creating Liability & Equity Accounts Chapter 19: ONLINE BANKING Setting Up for Online Access Working with Online Data Chapter 20: SHARING INFORMATION Writing Letters Synchronizing with Microsoft® Outlook® Customizing & Sharing Reports Working with an Accountant's Copy Chapter 21: FINALIZING YOUR ACCOUNTING End of Year Activities Preparing Forms & Closing Periods Backing Up Data Cleaning Up Company Data Credits