QuickBooks 2009 Essentials
Small businesses use QuickBooks for a wide range of financial business processes, from entering sales receipts to the preparation of basic financial statements and reports. Keeping up to date on the features and operation of QuickBooks is essential to the financial professional serving small business.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Create a new QuickBooks company.
- Design and build a chart of accounts. Modify the preset chart of accounts to suit your needs.
- Cite the major list used in QuickBooks and explain how each Center –Based list is used. Manage Center-Based and Menu-based lists.
- Open and use registers for any QuickBooks balance sheet accounts.
- Reconcile a QuickBooks checking account.
- Invoice customers.
- Create sales orders, customer statements.
- Receive payments from customers and make bank deposits.
- Write QuickBooks checks and assign amounts to specific expense accounts.
- Create asset and liability accounts in QuickBooks.
- Enter bills into QuickBooks accounts payable.
| DESIGNED FOR: | Public Accounting, Industry, Government, Non-profit |
| RECOMMENDED CPE: | Available in 6 and 8 credit hours formats |
| PREREQUISITE: | None for basic level |
| EVENT ACRONYM: | QB1 |
| LEVEL: | Beginner and Intermediate |
| NASBA SUBJECT AREA: | Technology |
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QuickBooks 2009 Extreme
Small businesses use QuickBooks for a wide range of financial business processes, from entering sales receipts to the preparation of basic financial statements and reports. Keeping up to date on the features and operation of QuickBooks is essential to the financial professional serving small business.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Create and customize QuickBooks reports and graphs.
- Set up inventory and build finished goods.
- Integrate QuickBooks data into customer correspondence (MS Word) and spreadsheets (MS Excel)
- Organize taxing agencies, track and pay sales tax.
- Understand QuickBooks payroll features and process hourly and salary payroll.
- Track time, mileage and other expense. Allocate billable time and cost to customers and job while invoicing.
- Customize QuickBooks sales forms by applying and rearranging fields, headings, fonts and images, like your organization’s logo.
- Create estimates and do progress invoicing.
- Apply QuickBooks security features.
- Set up and manage multi-user configurations.
- Explain the key data backup options and procedures. Cite the major steps involved in year end procedures.
| DESIGNED FOR: | Public Accounting, Industry, Government, Non-profit |
| RECOMMENDED CPE: | Available in 6 and 8 credit hours formats |
| PREREQUISITE: | QuickBooks Essentials or equivalent knowledge |
| EVENT ACRONYM: | QB2 |
| LEVEL: | Advanced |
| NASBA SUBJECT AREA: | Technology |
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