1/2 Day Course

Keep Going with QuickBooks 2007: For Windows

Course Objective:

This training guide is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each guide is written to assume the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version

Prerequisites

A basic understanding of the computer operating system you are using is recommended. As well as completion of Get Going with QuickBooks 2007: For Windows.

Course Content

Lesson 1: Customizing Forms

• 1A: Create a Custom Template
• 1B: Modify a Template
• 1C: Print an Invoice

Lesson 2: Using QuickBooks Accounts

• 2A: Track Credit Card Transactions
• 2B: Work with Asset Accounts
• 2C: Work with Liability Accounts
• 2D: Understand Equity Accounts

Lesson 3: Creating Reports

• 3A: Create QuickReports
• 3B: Modify QuickReports
• 3C: Memorize QuickReports
• 3D: Run Preset Reports
• 3E: Modify Preset Reports
• 3F: Export Reports to Microsoft Excel
• 3G: Print Reports

Lesson 4: Creating Graphs

• 4A: Create QuickInsight Graphs
• 4B: Customize Graphs
• 4C: Print Graphs

Lesson 5: Tracking and Paying Sales Tax

• 5A: Use Sales Tax in QuickBooks
• 5B: Set Up Tax Rates and Agencies
• 5C: Determine the Sales Tax Liability
• 5D: Pay the Tax Agencies

Lesson 6: Doing Payroll with QuickBooks

• 6A: Use Payroll Tracking
• 6B: Set Up for Payroll
• 6C: Set Up Employee Payroll Information
• 6D: Write a Payroll Check
• 6E: Track Tax Liabilities
• 6F: Pay Payroll Taxes

Lesson 7: Keeping Track of the Job

• 7A: Create Job Estimates
• 7B: Work with Estimates
• 7C: Track the Time

Lesson 8: Writing Letters

• 8A: Use the Letters and Envelopes Wizard

Lesson 9: Synchronizing with Contact Management Software

• 9A: Categorize Contact Names in Microsoft Outlook
• 9B: Synchronizing with Microsoft Outlook

For more information on Acumen Classes
Please contact Deb Wagnon 314.333.3330
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1750 South Brentwood Blvd.
Suite 200
Saint Louis, MO 63119