- GS-35F-0556S
- Toll Free 877.932.8228
Introduction to QuickBooks 2009 Training
Delivery Options
- Customized Onsite Training (1 day): Request a Proposal
Class Description
Class Overview
This Quickbooks training class covers the fundamentals of using QuickBooks 2009 to track the finances of a small business. Students will learn how to set up a new company, work with lists, set up inventory, process invoices, work with bank accounts, process payments, enter and pay bills, and use online banking.
Class Goals
- Learn to set up a company
- Learn to work with lists
- Learn to set up inventory
- Learn to sell your product
- Learn to invoice for services
- Learn to work with bank accounts
- Learn to process payments
- Learn to enter and pay bills
- Learn to use the EasyStep Interview
- Learn to use online banking
- Learn to share files with an accountant
Class Outline
- Getting Started
- Starting QuickBooks
- Identifying Components of the QuickBooks Operating Environment
- Opening QuickBooks Centers
- Opening Other QuickBooks Windows
- Identifying Common Business Terms
- Setting Up QuickBooks in Multi-User Mode
- Exiting QuickBooks
- Setting Up a Company
- Creating a QuickBooks Company
- Using the Chart of Accounts
- Entering Account Opening Balances
- Working with Lists
- Creating Company Lists
- Working with the Customers & Jobs
- Working with the Employees List
- Working with the Vendors List
- Adding Customized Fields
- Managing Lists
- Setting Up Inventory
- Entering Products into Inventory
- Ordering Products
- Receiving Inventory
- Paying for Inventory
- Manually Adjusting Inventory
- Selling Your Product
- Creating Product Invoices
- Applying Credit to Invoices
- E-mailing Invoices
- Making Cash Sales
- Invoicing for Services
- Setting Up a Service Item
- Changing the Invoice Format
- Creating a Service Invoice
- Entering Statement Charges
- Creating Billing Statements
- Processing Payments
- Receiving Payments for Invoices
- Making Deposits
- Printing Statements
- Working with Bank Accounts
- Writing a QuickBooks Check
- Using Bank Account Registers
- Entering a Handwritten Check
- Transferring Funds Between Accounts
- Reconciling Checking Accounts
- Entering and Paying Bills
- Handling Expenses
- Using QuickBooks for Accounts Payable
- Entering Bills
- Paying Bills
- Using the EasyStep Interview
- Using the EasyStep Interview
- 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
- Sharing Files with an Accountant
- Saving an Accountant's Copy
- Removing Accountant's Copy Restrictions
- Using the Accountant's Copy File Transfer Service
- Importing an Accountant's Changes
Class Materials
All students receive a course manual or book and all the class examples.
Students in private onsite classes will also receive:
Technical Requirements
Our computer technical requirements and setup process is easy, with support just a click away.
Like a class you would go to, but you don't have to go anywhere. More...
The trainer comes to you and delivers a class customized for your team. More...
Our least expensive option. You proceed through the course entirely at your own pace. More...
