Comprehensive QuickBooks Training

Delivery Options

• Customized Onsite Training (2 days): Request a Proposal

Class Description

Class Overview

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 process payments.
• Learn to work with bank accounts.
• Learn to enter and pay bills.
• Learn to use the EasyStep Interview.
• Learn to memorize transactions.
• Learn to customize forms.
• Learn to use other QuickBooks accounts.
• Learn to create reports.
• Learn to create graphs.
• Learn to track and pay sales tax.
• Learn to prepare payroll with QuickBooks.
• Learn to use online banking.
• Learn to share files with an accountant.
• Learn to estimate, time track, and job cost.
• Learn to write letters.

Class Outline

1. Getting Started with QuickBooks 2010
   1. Explore the QuickBooks Interface
   2. Access the QuickBooks Centers
   3. Use QuickBooks Help
2. Entering Company Details
   1. Create a Company
   2. Update the Chart of Accounts
   3. Save a Copy of the Company
3. Building QuickBooks Lists
   1. Build Employees Lists
   2. Build Item Lists
   3. Build Customers and Jobs Lists
   4. Build Vendors Lists
   5. Modify Multiple List Entries
   6. Manage Lists
4. Managing Inventory
   1. Place Purchase Orders
   2. Record Receipt of Inventory
   3. Make Payments
   4. Update Inventory Manually
5. Recording Product Sales
   1. Create a Product Invoice
   2. Record a Cash Sale
   3. Prepare a Credit Memo
   4. Track Customer Payments
6. Creating Service Invoices
   1. Create a Service Invoice
   2. Record Statement Charges
   3. Generate a Billing Statement
7. Managing Bank Accounts
   1. Record Deposits
   2. Pay Using Checks
   3. Maintain the Check Register
   4. Transfer Funds Between Accounts
   5. : Reconcile the Accounts
8. Creating Estimates
   1. Prepare an Estimate
   2. Convert an Estimate into an Invoice
   3. Customize an Invoice
9. Recording Business Assets and Liabilities
   1. Examine the Online Banking Features
   2. Record Credit Card Charges
   3. Record Depreciation on Fixed Assets
   4. Record and Calculate Loan Accounts
10. Processing Sales Tax
    1. Set Up Sales Tax Items
    2. Identify Taxable Items
    3. Apply Sales Tax to Product Sales
    4. Pay Sales Tax
11. Creating and Modifying Reports
    1. Create and Modify a QuickReport
    2. View Preset Reports
    3. Display and Customize a Graph
12. Processing Payroll Manually
    1. Set Up QuickBooks Payroll
    2. Add Employee Payroll Information
    3. Process Payroll
    4. Make Payroll Tax Payments
    5. Track Time
13. Examining Accuracy of Data
    1. Create a User Profile for an External Accountant
    2. Find and Fix Errors
14. Integrating Other Applications with QuickBooks
    1. Compose and Send Letters to Customers
    2. Synchronize QuickBooks Data with Microsoft Outlook Topic 7C: Export Reports to Microsoft Excel

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

• Onsite and Instructor-led Online course technical requirements and setup instructions.
• WebEx system requirements for Instructor-led Online delivery option.