Keep Going With QuickBooks® 2009 for Windows
Course Specifications
Course number: TLR0804
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:
- Customize forms
- Use other QuickBooks accounts
- Create reports
- Create graphs
- Track and pay sales tax
- Do payroll with QuickBooks
- Estimate, time track, and job cost
- Write letters
- Synchronize with contact management software
Course Content
- Lesson 1: Customizing Forms
- Topic 1A: Creating a Custom Template
- Topic 1B: Modifying a Template
- Topic 1C: Printing Forms
- Lesson 2: Using Other QuickBooks Accounts
- Topic 2A: Other QuickBooks Account Types
- Topic 2B: Tracking Credit Card Transactions
- Topic 2C: Working with Asset Accounts
- Topic 2D: Working with Liability Accounts
- Topic 2E: Understanding Equity Accounts
- Lesson 3: Creating Reports
- Topic 3A: Creating QuickReports
- Topic 3B: Modifying QuickReports
- Topic 3C: Memorizing QuickReports
- Topic 3D: Running Preset Reports
- Topic 3E: Modifying Preset Reports
- Topic 3F: Exporting Reports to Microsoft Excel
- Topic 3G: Printing Reports
- Lesson 4: Creating Graphs
- Topic 4A: Creating QuickInsight Graphs
- Topic 4B: Using QuickZoom with Graphs
- Topic 4C: Working with the Sales Graph
- Topic 4D: Customizing Graphs
- Topic 4E: Printing Graphs
- Lesson 5: Tracking and Paying Sales Tax
- Topic 5A: Using Sales Tax in QuickBooks
- Topic 5B: Setting Up Tax Rates and Agencies
- Topic 5C: Indicating Who and What Gets Taxed
- Topic 5D: Applying Tax to Each Sale
- Topic 5E: Determining What You Owe
- Topic 5F: Paying Your Tax Agencies
- Lesson 6: Doing Payroll with QuickBooks
- Topic 6A: Using Payroll Tracking
- Topic 6B: Setting Up for Payroll
- Topic 6C: Setting Up Employee Payroll Information
- Topic 6D: Writing a Payroll Check
- Topic 6E: Printing Paycheck Stubs
- Topic 6F: Tracking Your Tax Liabilities
- Topic 6G: Paying Payroll Taxes
- Topic 6H: Printing Forms 940 and 941
- Lesson 7: Estimating, Time Tracking, and Job Costing
- Topic 7A: Creating Job Estimates
- Topic 7B: Creating an Invoice from an Estimate
- Topic 7C: Displaying Project Reports for Estimates
- Topic 7D: Updating the Job Status
- Topic 7E: Tracking Time
- Topic 7F: Displaying Project Reports for Time Tracking
- Topic 7G: Displaying Other Project Reports
- Lesson 8: Writing Letters
- Topic 8A: Writing a QuickBooks Check
- Topic 8B: Using Bank Account Registers
- Lesson 9: Synchronizing with Contact Management Software
- Topic 9A: Categorizing Contact Names in Microsoft Outlook
- Topic 9B: Synchronizing with Microsoft Outlook
- Topic 9C: Changing Synchronization Settings