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Course Outline - QuickBooks Pro 2008 Training: Approx. 4 hrs. of training on 2 CDs or DVDs
QUICKBOOKS 2008 - LEVEL 1
1.0 Getting Started
1.1 Starting QuickBooks 1.2 Exploring the Interface and Centers 1.3 Open Additional QuickBooks Windows 1.4 Set Up QuickBooks for Multiple Users 1.5 Navigating Multi-User Mode Lab
2.0 Working with QuickBooks
2.1 Set Up a Company 2.2 Working with the Chart of Accounts 2.3 Entering an Open Balance 2.4 Working with Lists 2.5 List Management Techniques 2.6 Using the Vendors Center 2.7 Using the Employees Center 2.8 Customizing Fields Lab
3.0 Managing Inventory
3.1 Entering Products in Inventory 3.2 Ordering Items and Inventory 3.3 Receiving Items and Inventory 3.4 Paying for Inventory 3.5 Adjusting Inventory Manually Lab
4.0 Tracking Basics
4.1 Creating a Product Invoice 4.2 Creating a Sales Receipt 4.3 Tracking the Chart of Accounts Lab
5.0 Working with Services
5.1 Setting Up Service Items 5.2 Creating a Service Invoice 5.3 Entering Statement Charges 5.4 Managing Billing Statements Lab
6.0 Banking Tasks
6.1 Receiving Payments 6.2 Making a Deposit 6.3 Writing Checks from QuickBooks 6.4 Entering Manually Written Checks 6.5 Transferring Funds 6.6 Reconciling Accounts 6.7 Printing Checks Lab
7.0 Managing Bills
7.1 Entering Bills 7.2 Paying Bills Lab
QUICKBOOKS 2008 - LEVEL 2
1.0 Managing Invoices
1.1 Creating a Customer Invoice from Time Tracking 1.2 Creating Invoice Templates 1.3 Modifying Templates 1.4 Emailing Invoices 1.5 Printing Invoices Lab
2.0 Working with Taxes
2.1 Setting up Tax Rates and Agencies 2.2 Managing Sales Tax 2.3 Determining Sales Tax Liability 2.4 Paying Sales Tax 2.5 Creating a Taxable Invoice Lab
3.0 Estimating
3.1 Creating Job Estimates 3.2 Working with Estimates Lab
4.0 Managing Payroll
4.1 Reviewing Payroll Preferences 4.2 Setting Up Employee for Salary, Temp, or 1099 4.3 Setting Up Payroll Information 4.4 Setting Up Payroll Deductions 4.5 Recording the Entries 4.6 Setting Up 1099 Preferences 4.7 Reviewing QuickBooks Payroll Services (online) 4.8 Managing Weekly Timesheets Lab
5.0 Managing Graphs
5.1 Creating QuickInsight Graphs 5.2 Customizing Graphs 5.3 Printing Graphs Lab
6.0 Microsoft Office Integration
6.1 Creating a Customer Letter 6.2 Categorizing Contacts in MS Outlook 6.3 Synchronizing with MS Outlook Lab
7.0 Managing Reports
7.1 Launching Preset Reports 7.2 Modifying Preset Reports 7.3 Creating QuickReports 7.4 Modifying QuickReports 7.5 Exporting Reports 7.6 Printing Reports Lab
8.0 Managing Accounts
8.1 Working with Asset Accounts 8.2 Working with Liability Accounts 8.3 Working with Equity Accounts 8.4 Tracking Credit Card Transaction Lab
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