Topic-Level Outline
Days: 1
Prerequisites: Windows 7: Basic or equivalent experience; knowledge of basic bookkeeping
principles and terminology
Unit 1: Getting started
Topic A: Introducing QuickBooks 2011
A-1: Starting QuickBooks and viewing a sample file
A-2: Exploring the QuickBooks desktop
A-3: Opening a company file
Topic B: Getting help and closing QuickBooks
B-1: Accessing Live Community
B-2: Using the QuickBooks Learning Center
B-3: Using the QuickBooks Help window
B-4: Closing QuickBooks
Unit 2: Setting up a new company
Topic A: Using the EasyStep Interview
A-1: Starting the EasyStep Interview
A-2: Entering company information and saving your file
A-3: Customizing QuickBooks for your business
A-4: Completing the EasyStep Interview
A-5: Using QuickBooks Setup and the Quick Start Center
Topic B: Using the Chart of Accounts
B-1: Exploring the Chart of Accounts
B-2: Adding credit card and income accounts
B-3: Adding an outstanding loan balance
B-4: Editing an account
B-5: Deleting an account and making an account inactive
B-6: Applying account numbers
Unit 3: Working with centers and lists
Topic A: Managing customers, vendors, and employees
A-1: Adding a customer to the Customer Center
A-2: Creating a customer type
A-3: Adding a job
A-4: Adding a vendor with an opening balance
A-5: Creating a vendor type
A-6: Adding a note
A-7: Adding an employee to the Employee Center
Topic B: Working with the Item List
B-1: Adding a non-inventory item
B-2: Adding an inventory item
B-3: Grouping items
Topic C: Adding custom fields
C-1: Creating a custom field
Unit 4: Working with business forms
Topic A: Invoices and credit memos
A-1: Preparing an invoice
A-2: Modifying an invoice
A-3: Printing an invoice
A-4: Creating and previewing a custom invoice form
A-5: Preparing a credit memo
Topic B: Sales receipts and customer payments
B-1: Preparing and printing a sales receipt
B-2: Recording a customer payment and applying a credit
B-3: Depositing payments in your checking account
Topic C: Purchase orders and inventory
C-1: Preparing a purchase order
C-2: Entering items into inventory
Topic D: Finding information quickly
D-1: Using QuickFilter
D-2: Using the Find window
Unit 5: Banking and billing activities
Topic A: Writing and printing checks
A-1: Using the Write Checks window
A-2: Writing checks from a checking account register
A-3: Printing checks
Topic B: Managing bank account transactions
B-1: Transferring funds between accounts
B-2: Editing transactions
B-3: Voiding and deleting transactions
B-4: Reconciling a checking account
Topic C: Entering and paying bills
C-1: Using the Enter Bills window
C-2: Entering bills in the Accounts Payable register
C-3: Paying bills
Topic D: Introduction to payroll
D-1: Exploring the payroll service options
Unit 6: Reporting and budgeting
Topic A: Generating reports
A-1: Using the QuickReport and QuickZoom features
A-2: Using the Report Center
A-3: Modifying a report
A-4: Memorizing a report
A-5: Printing a report
Topic B: Using Company Snapshot
B-1: Customizing the Company Snapshot window
Topic C: Setting up budgets
C-1: Creating a budget
C-2: Editing a budget
C-3: Viewing budget reports
Unit 7: Protecting and backing up data
Topic A: Protecting and sharing data
A-1: Setting an administrator password
A-2: Specifying a closing date
A-3: Setting up users and passwords
A-4: Switching between single- and multi-user modes
A-5: Deleting user accounts and removing passwords
Topic B: Backing up data
B-1: Backing up your company file
B-2: Restoring your company file from a backup