Course Specifications
Course number: TLR0805
Course length: 1 day
Software: QuickBooks® Pro 2010
Course Description
Delivery Method: Instructor led training
Hardware/Software Requirements
Performance-Based Objectives
- Set up a company
- Work with lists
- Set up inventory
- Sell your product
- Invoice for services
- Process payments
- Work with bank accounts
- Enter and pay bills
- Memorize transactions
- Use the EasyStep Interview
- Use online banking
- Share files with an accountant
Course Content
- Lesson 1: Getting Started
- Topic 1A: Starting QuickBooks
- Topic 1B: Identifying Components of the QuickBooks
- Topic 1C: Operating Environment
- Topic 1D: Opening QuickBooks Centers
- Topic 1E: Opening Other QuickBooks Windows
- Topic 1F: Identifying Common Business Terms
- Topic 1G: Setting Up QuickBooks in Multi-User Mode
- Topic 1H: 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 Custom 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
- Lesson 5: Selling Your Product
- Topic 5A: Creating Product Invoices
- Topic 5B: Applying Credit to Invoices
- Topic 5C: E-mailing Invoices
- Topic 5D: 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: Voiding a QuickBooks Check
- Topic 8C: Using Bank Account Registers
- Topic 8D: Entering a Handwritten Check
- Topic 8E: Transferring Funds Between Accounts
- Topic 8F: 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
- Lesson 10: Memorizing Transactions
- Topic 10A: Entering a New Memorized Transaction
- Topic 10B: Editing a Memorized Transaction
- Topic 10C: Deleting a Memorized Transaction
- Topic 10D: Grouping Memorized Transactions
- Topic 10E: Using a Memorized Transaction
- Topic 10F: Printing the Memorized Transaction List
- Appendix A: Using the EasyStep Interview
- Using the EasyStep Interview
- Appendix B: Using Online Banking
- Setting Up an Internet Connection
- Activating Online Services
- Viewing, Downloading, and Matching Online Transactions
- Creating Online Payments
- Transferring Funds Online
- Canceling Online Payments
- Sending E-mail to Your Financial Institution
- Appendix C: Sharing Files with an Accountant
- Saving an Accountant's Copy
- Importing an Accountant's Changes
- Removing an Accountant's Copy Restrictions
- Using the an Accountant's Copy File Transfer Service