QuickBooks/Pro 2002 Training

Course Outline - QuickBooks 2002 Training

Time: Approx 2 hours training per video

Phase I - (1 Hour 57 Minutes)

1.0 Introduction
1.1 Overview: QuickBooks vs. Quicken
1.2 Installing QuickBooks for the First Time
1.3 Starting QuickBooks & Using the QuickBooks Navigators
1.4 Starting the QuickBooks Accounting Cycle: Creating an Invoice
1.5 Purchase Orders
1.6 Writing Checks
1.7 Recording Customer Payments
1.8 QuickBooks Reports
1.9 Behind the Scenes: the QuickBooks Register & Lists
2.0 Navigation Around QuickBooks
2.1 Navigation Bar
2.2 The Shortcuts Bar
2.3 The Menu Bar & Keyboard Shortcuts
2.4 QuickBooks Help
3.0 Setting Up Your Business
3.1 Converting from QuickBooks Previous Versions
3.2 Creating a New Company
3.3 Adding Customers & Jobs
3.4 Converting from Quicken to QuickBooks

Phase II - (1 Hour 54 Minutes)

1.0 Getting Down to Business
1.1 Invoicing Customers for Accounts Receivable
1.2 Recording Cash Sales
1.3 Accounts Receivable Reports
2.0 Backing Up Your Data
2.1 Creating a QuickBooks.qbb File
2.2 How to Restore Your Data from a .qbb File
3.0 Customizing QuickBooks
3.1 Registering QuickBooks
3.2 Choosing Your Internet Connection Setup
3.3 Setting Your Own Options Via the Preferences Window
3.4 How to Work with the Shortcut Bar and Multiple Windows
3.5 How to Work with the Icon Bar
4.0 Working with Items, Accounts & Vendors
4.1 Working with the Chart of Accounts
4.2 Adding a Petty Cash Account
4.3 Work with Items for Sales/Invoicing
4.4 Working with the Vendor List

Phase III - (2 Hours 11 Minutes)

1.0 Customer Payments
1.1 How to View Open Invoice Amounts
1.2 Accounting for Reimbursable Expenses
1.3 Recording Payments Received from Customers
1.4 Recording Grouped Deposits
1.5 Recording Credit Card Payments
1.6 Recording Deposits Received from Credit Card Merchant Transactions
2.0 Entering and Paying Bills
2.1 Working with Accounts Payable
2.2 Paying Bills, Using the write Checks Window, & Printing Your Checks
2.3 Accounting for Vendor discounts
2.4 Keeping a Record of Cash Expenditures
3.0 Using Credit Cards to Pay for Business Expenses
3.1 Creating a Credit Card Account
3.2 Reconciling Your Credit Card Statement & Writing a Check for the Balance Due
4.0 Using QuickBooks Reports
4.1 Generating Profit & Loss Statements
4.2 Using the QuickZoom Feature
4.3 Customizing Reports
4.4 Memorizing & Recalling Reports
4.5 Exporting Reports to Microsoft Excel
4.6 Balance Sheet Reports & Other Reports
4.7 Column Width Adjustments
4.8 Printing Reports
4.9 Running Multiple Reports Simultaneously(Batch Processing)

Phase IV - (1 Hours 37 Minutes)

1.0 Password Security & Multi-User Access
1.1 Using Multi-User Mode
1.2 Setting Up Users & Access Levels
1.3 Using QuickBooks Pro/Premiere In Multi-User Mode
2.0 Classifying Your Transactions
2.1 The Class List
2.2 Using Classes for Reports
2.4 Modifying The Class List
3.0 Automating QuickBooks
3.1 Memorizing Transactions
3.2 Recalling Transactions & Editing Memorized Transactions
3.3 Scheduling Transactions and Using Transaction Groups
4.0 Bank Statement Reconciliation
4.1 Reconciling Items Against Your Bank Statement
4.2 Finalizing and Printing The Reconciliation Report
5.0 QuickBooks Graphs
5.1 Income & Expense Graphs
5.2 Net Worth Graphs
5.3 Sales Graphs
6.0 Enhanced Features
6.1 Statement of Cash Flows Report
6.2 Integration with Microsoft Word
6.3 Synchronizing Contacts with Microsoft Outlook or Act

Phase V - (2 Hours)

1.0 Time Tracking
1.1 Weekly Time Sheets and Single Activity Time Sheets
1.2 QuickBooks Timer Program
1.3 How to Base Paychecks on Imported Timer Time Sheets
1.4 Invoicing Customers for Hourly Charges based on Time Sheet Data
2.0 Estimates
2.1 Setting Preferences & Creating Estimates
2.2 Creating a Job Estimate Template
2.3 Converting Estimates Into Invoices & Progress Invoicing
3.0 Contact & Task Management
3.1 Creating, Editing, Printing, & Deleting To Do List Items
3.2 Working with Customer Notes & To Do List Reminders
4.0 Accountant's Review Feature
4.1 Creating an Accountant's Review Copy
4.2 Working with the Accountant's Review Copy
5.0 Customer Service Issues
5.1 Handling Customer Discounts & Down payments
5.2 Issuing Credit Memos & Refunds
5.3 Assessing Finance Charges on Overdue Invoices
6.0 Printer Settings
6.1 Report Printer Settings & Invoice Printer Settings
6.2 Statement Printer Settings
6.3 Check Printer Settings & Alignment

Phase VI - (2 Hours)

1.0 Managing Inventory
1.1 Setting Up Inventory Tracking
1.2 Customizing Invoices and PO's
1.3 Working with Inventory Items and Multiple Price Levels
1.4 Purchase Orders and PO Reports
1.5 Receiving Inventory and Bills
1.6 Inventory Adjustments
1.7 Inventory Reports
2.0 Sales Tax Issues
2.1 Setting Up Tax Rates & Codes
2.2 Setting Up Customers & Taxes
2.3 The Sales Tax Liability Report & Paying Sales Tax Due
3.0 Payroll Accounting
3.1 Working with Preferences & Default Settings
3.2 The Employee List Window
3.3 QuickBooks Payroll Service Options
3.4 Working with Payroll Items
3.5 Generating Paychecks
3.6 How to Void Paychecks
3.7 Payroll Reports & Analyzing Payroll Data in Microsoft Excel
3.8 How to Pay Payroll Liabilities
3.9 End of Year Reports: Forms 940,941, and W-2

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Other Titles
QuickBooks 2008
QuickBooks 2007
QuickBooks 2006
QuickBooks 2005
QuickBooks 2004
QuickBooks 2003
QuickBooks 2002