QuickBooks® Pro 2011 for Windows

Course length: 2 days

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,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.

Courseware includes a 140 day one time use trial CD that students can install on their personal equipment.

Course Objectives

Lesson 1: Getting started

• Introducing QuickBooks
• Getting around in QuickBooks
• All the accounting you need to know
• Getting help while using QuickBooks
• Exiting QuickBooks
• Moving between company files

Lesson 2: Setting up QuickBooks

• Creating a QuickBooks company
• Entering company info
• Customizing QuickBooks for your business
• Setting up your business accounting
• Completing company file setup
• Closing the company file

Lesson 3: Working with lists

• To start this lesson
• Using QuickBooks lists
• Editing the chart of accounts
• Working with the Customers & Jobs list
• Working with the Employee Center
• Working with the Vendor Center
• Adding custom fields
• Managing lists

Lesson 4: Working with bank accounts

• To start this lesson
• Writing a QuickBooks check
• Using bank account registers
• Entering a handwritten check
• Transferring money between accounts
• Reconciling checking accounts

Lesson 5: Using other accounts in QuickBooks

• To start this lesson
• Other account types in QuickBooks
• Tracking credit card transactions
• Working with asset accounts
• Working with liability accounts
• Understanding equity accounts

Lesson 6: Entering sales information

• Using sales forms in QuickBooks
• Filling in a sales form
• Memorizing a sale
• Entering a new service item
• Using multiple price levels
• Reminding customers of overdue payments
• Processing sales orders
• Tracking backorders

Lesson 7: Receiving payments and making deposits

• To start this lesson
• Recording customer payments
• Making deposits

Lesson 8: Entering and paying bills

• To start this lesson
• Handling bills in QuickBooks
• Using QuickBooks for accounts payable
• Entering bills
• Paying bills

Lesson 9: Analyzing financial data

• Reports and graphs help you understand your business
• Creating QuickReports
• Creating and customizing preset reports
• Saving report settings
• Printing reports
• Exporting reports to Microsoft Excel
• Creating QuickInsight graphs

Lesson 10: Setting up inventory

• To start this lesson
• Turning on the inventory feature
• Entering products into inventory
• Ordering products
• Receiving inventory
• Entering a bill for inventory
• Manually adjusting inventory
• Tracking finished goods
• Using units of measure

Lesson 11: Tracking and paying sales tax

• To start this lesson
• Overview of sales tax in QuickBooks
• Setting up your tax rates and agencies
• Applying tax to each sale
• Determining what you owe
• Paying your tax agencies

Lesson 12: Doing payroll with QuickBooks

• To start this lesson
• Overview of payroll tracking
• Setting up for payroll
• Setting up employee payroll information
• Running a payroll schedule
• Tracking your tax liabilities
• Paying payroll taxes

Lesson 13: Estimating and progress invoicing

• Creating jobs and estimates
• Writing an estimate
• Creating multiple estimates
• Creating an invoice from an estimate
• Displaying reports for estimates
• Updating job status

Lesson 14: Tracking time

• Tracking time and mileage
• Invoicing a customer for time and mileage
• Displaying project reports for time tracking
• Paying nonemployees for time worked

Lesson 15: Customizing forms & writing QuickBooks Letters 419

• About QuickBooks forms
• Customizing invoices
• Designing custom layouts for forms
• Customizing the design for all your forms
• Using QuickBooks Letters