Get Going With QuickBooks® 2009 for Windows
Course Specifications
Course number: TLR0803
Software: QuickBooks 2009 for Windows
Course Description
Delivery Method: Instructor led, group-paced, classroom-delivery learning model
with structured hands-on activities.
Hardware/Software Requirements
You will need:
- QuickBooks® 2009 for Microsoft® Windows
Performance-Based Objectives
After completing this course, you should be able to:
- Set up a company
- Work with lists
- Set up inventory
- Sell your product
- Invoice for services
- Work with bank accounts
- Process payments
- Enter and pay bills
- 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 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
- 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
- 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: 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
- Lesson 10: Using the EasyStep Interview
- Topic 10A: Using the EasyStep Interview
- Lesson 11: Using Online Banking
- Topic 11A: Setting Up an Internet Connection
- Topic 11B: Activating Online Services
- Topic 11C: Viewing, Downloading, and Matching Online Transactions
- Topic 11D: Creating Online Payments
- Topic 11E: Transferring Funds Online
- Topic 11F: Canceling Online Payments
- Topic 11G: Sending E-mail to Your Financial Institution
- Lesson 12: Sharing Files with an Accountant
- Topic 12A: Saving an Accountant’s Copy
- Topic 12B: Removing Accountant’s Copy Restrictions
- Topic 12C: Using the Accountant’s Copy File Transfer
Service
- Topic 12D: Importing an Accountant’s Changes