Get Going With Quickbooks 2010

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Get Going with QuickBooks® 2010 for Windows

Course Specifications

Course number: TLR0805
Course length: 1 day
Software: QuickBooks® Pro 2010
Course Description
Delivery Method: Instructor led training

Course Description

Performance-Based Objectives

•Set up a company
•Work with lists
•Set up inventory
•Sell your product
•Invoice for services
•Process payments
•Work with bank accounts
•Enter and pay bills
•Memorize transactions
•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
Topic 1C: Operating Environment
Topic 1D: Opening QuickBooks Centers
Topic 1E: Opening Other QuickBooks Windows
Topic 1F: Identifying Common Business Terms
Topic 1G: Setting Up QuickBooks in Multi-User Mode
Topic 1H: 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 List
Topic 3C: Working with the Employees List
Topic 3D: Working with the Vendors List
Topic 3E: Adding Custom 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: Voiding a QuickBooks Check
Topic 8C: Using Bank Account Registers
Topic 8D: Entering a Handwritten Check
Topic 8E: Transferring Funds Between Accounts
Topic 8F: 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: Memorizing Transactions
Topic 10A: Entering a New Memorized Transaction
Topic 10B: Editing a Memorized Transaction
Topic 10C: Deleting a Memorized Transaction
Topic 10D: Grouping Memorized Transactions
Topic 10E: Using a Memorized Transaction
Topic 10F: Printing the Memorized Transaction List

Appendix A: Using the EasyStep Interview
Using the EasyStep Interview

Appendix B: 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

Appendix C: Sharing Files with an Accountant
Saving an Accountant's Copy
Importing an Accountant's Changes
Removing an Accountant's Copy Restrictions
Using the an Accountant's Copy File Transfer Service

For more information on Acumen Classes
Please contact Deb Wagnon 314.333.3330
or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

1750 South Brentwood Blvd.
Suite 200
Saint Louis, MO 63119