Course number:084745
Software: QuickBooks® Pro 2007 for Windows
Course length: 1.0 day(s)
Course Objective: This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.
Delivery Method: Instructor led, group-paced,
classroom-delivery learning model with structured hands-on activities.
This training guide does not include software. Please refer to your software installation instructions for specific hardware requirements. Before using this guide, verify that the software is installed on your computer. This training guide works with the following application:
Upon successful completion of this course, students will be able to:
You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.
Lesson 1: Getting Started
Topic 1A: Starting QuickBooks
Topic 1B: Identifying Components of the QuickBooks Operating Environment
Topic 1C: Opening QuickBooks Centers
Topic 1D: Opening Other QuickBooks Windows
Topic 1E: Identifying Common Business Terms
Topic 1F: Setting Up QuickBooks in Multi-User Mode
Topic 1G: Exiting QuickBooks
Lesson 2: Setting Up a Company
Topic 2A: Creating a QuickBooks Company
Topic 2B: Using the Chart of Accounts
Topic 2C: Entering Account Opening Balances
Lesson 3: Working with Lists
Topic 3A: Creating Company Lists
Topic 3B: Working with the Customers & Jobs List
Topic 3C: Working with the Employees List
Topic 3D: Working with the Vendors List
Topic 3E: Adding Customized Fields
Topic 3F: Managing Lists
Lesson 4: Setting Up Inventory
Topic 4A: Entering Products into Inventory
Topic 4B: Ordering Products
Topic 4C: Receiving Inventory
Topic 4D: Paying for Inventory
Topic 4E: Manually Adjusting Inventory
Topic 5A: Creating Product Invoices
Topic 5B: Making Cash Sales
Lesson 6: Invoicing for Services
Topic 6A: Setting Up a Service Item
Topic 6B: Changing the Invoice Format
Topic 6C: Creating a Service Invoice
Topic 6D: Entering Statement Charges
Topic 6E: Creating Billing Statements
Lesson 7: Processing Payments
Topic 7A: Receiving Payments for Invoices
Topic 7B: Making Deposits
Topic 7C: Printing Statements
Lesson 8: Working with Bank Accounts
Topic 8A: Writing a QuickBooks Check
Topic 8B: Using Bank Account Registers
Topic 8C: Entering a Handwritten Check
Topic 8D: Transferring Funds Between Accounts
Topic 8E: Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills
Topic 9A: Handling Expenses
Topic 9B: Using QuickBooks for Accounts Payable
Topic 9C: Entering Bills
Topic 9D: Paying Bills
Topic AA: Using the EasyStep Interview
Topic BA: Setting Up an Internet Connection
Topic BB: Activating Accounts
Topic BC: Reading Online Statements
Topic BD: Creating Online Payments
Topic BE: Transferring Funds Online
Topic BF: Canceling Online Payments
Topic BG: Sending E-mail to Your Financial Institution