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Phase I - (1 Hour 57 Minutes)
Introduction, Overview: QuickBooks vs. Quicken, Installing QuickBooks for the First Time, Starting QuickBooks & Using the QuickBooks Navigators, Starting the QuickBooks Accounting Cycle: Creating an Invoice, Purchase Orders, Writing Checks, Recording Customer Payments, QuickBooks Reports, Behind the Scenes: the QuickBooks Register & Lists, Navigation Around QuickBooks , Navigation Bar, The Shortcuts Bar, The Menu Bar & Keyboard Shortcuts, QuickBooks Help, Setting Up Your Business, Converting from QuickBooks Previous Versions, Creating a New Company, Adding Customers & Jobs, Converting from Quicken to QuickBooks
Phase II - (1 Hour 54 Minutes)
Getting Down to Business, Invoicing Customers for Accounts
Receivable, Recording Cash Sales, Accounts Receivable Reports,
Backing Up Your Data, Creating a QuickBooks.qbb File, How
to Restore Your Data from a .qbb File, Customizing QuickBooks,
Registering QuickBooks, Choosing Your Internet Connection
Setup, Setting Your Own Options Via the Preferences Window ,
How to Work with the Shortcut Bar and Multiple Windows, How
to Work with the Icon Bar, Working with Items, Accounts &
Vendors, Working with the Chart of Accounts, Adding a Petty
Cash Account, Work with Items for Sales/Invoicing , Working
with the Vendor List
Phase III - (2 Hours 11 Minutes)
Customer Payments, How to View Open Invoice Amounts, Accounting
for Reimbursable Expenses, Recording Payments Received from
Customers, Recording Grouped Deposits, Recording Credit Card
Payments , Recording Deposits Received from Credit Card
Merchant Transactions, Entering and Paying Bills, Working
with Accounts Payable, Paying Bills, Using the write Checks
Window, & Printing Your Checks, Accounting for Vendor
discounts, Keeping a Record of Cash Expenditures, Using Credit
Cards to Pay for Business Expenses, Creating a Credit Card
Account, Reconciling Your Credit Card Statement & Writing
a Check for the Balance Due, Using QuickBooks Reports, Generating
Profit & Loss Statements, Using the QuickZoom Feature,
Customizing Reports, Memorizing & Recalling Reports, Exporting
Reports to Microsoft Excel, Balance Sheet Reports & Other
Reports, Column Width Adjustments, Printing Reports, Running
Multiple Reports Simultaneously(Batch Processing)
Phase IV - (1 Hours 37 Minutes)
Password Security & Multi-User Access, Using Multi-User
Mode, Setting Up Users & Access Levels , Using QuickBooks
Pro/Premiere In Multi-User Mode, Classifying Your Transactions,
The Class List, Using Classes for Reports, Modifying The Class
List, Automating QuickBooks, Memorizing Transactions, Recalling
Transactions & Editing Memorized Transactions, Scheduling
Transactions and Using Transaction Groups, Bank Statement
Reconciliation, Reconciling Items Against Your Bank Statement ,
Finalizing and Printing The Reconciliation Report , QuickBooks
Graphs, Income & Expense Graphs, Net Worth Graphs, Sales
Graphs, Enhanced Features, Statement of Cash Flows Report,
Integration with Microsoft Word, Synchronizing Contacts with
Microsoft Outlook or Act
Phase V - (2 Hours)
Time Tracking, Weekly Time Sheets and Single Activity Time
Sheets, QuickBooks Timer Program, How to Base Paychecks on
Imported Timer Time Sheets, Invoicing Customers for Hourly
Charges based on Time Sheet Data, Estimates, Setting Preferences
& Creating Estimates, Creating a Job Estimate Template,
Converting Estimates Into Invoices & Progress Invoicing,
Contact & Task Management, Creating, Editing, Printing,
& Deleting To Do List Items, Working with Customer Notes
& To Do List Reminders, Accountant’s Review Feature, Creating
an Accountant’s Review Copy, Working with the Accountant’s
Review Copy, Customer Service Issues, Handling Customer Discounts
& Down payments, Issuing Credit Memos & Refunds, Assessing
Finance Charges on Overdue Invoices, Printer Settings, Report
Printer Settings & Invoice Printer Settings, Statement
Printer Settings, Check Printer Settings & Alignment
Phase VI - (2 Hours)
Managing Inventory, Setting Up Inventory Tracking, Customizing
Invoices and PO’s rs, Working with Inventory Items and Multiple
Price Levels, Purchase Orders and PO Reports, Receiving Inventory
and Bills, Inventory Adjustments, Inventory Reports, Sales
Tax Issues, Setting Up Tax Rates & Codes, Setting Up Customers
& Taxes, The Sales Tax Liability Report & Paying Sales
Tax Due, Payroll Accounting, Working with Preferences &
Default Settings, The Employee List Window, QuickBooks Payroll
Service Opts, Working with Payroll Items, Generating Paychecks,
How to Void Paychecks, Payroll Reports & Analyzing Payroll
Data in Microsoft Excel, How to Pay Payroll Liabilities, End
of Year Reports: Forms 940,941, and W-2
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