QuickBooks for Bookkeeping Training Class

Course ID: 21202

QuickBooks for Bookkeeping Training Seminar

Class Type:
    - Can retake the class, for free, up to 3 months.
    - Free forum support for 1 year after class
    - Hands on, goal based
    - Small Classes of 4 to 9 people
    - Fast computers
    - Comfortable chairs, convenient location
    - Patient, Fun, Experienced Trainer

When you are finished with this class you will be able to:
    - Feel comfortable with the fundamentals of Quickbooks
    - Set up a Company
    - Write Checks
    - Enter invoices and Payments
    - Manage Accounts Receivable and Reporting
    - Track Expenses and Creating reports

Examples of people who will benefit greatly from this class:
    - Small Business Owners
    - Administrative or Executive Assistant positions

Materials included
    - Get Going with Quickbooks 2007, 200+ page book with files
    - Keep in Going with Quickbooks 2007, 200+ page book with files
    - Customized supplemental notes


	Agenda
	COURSE OUTLINE 1. 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 2. Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Adding Customized Fields Managing Lists 3. Setting Up Inventory Entering Products into Inventory Ordering Products Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Making Cash Sales Invoicing for Services 4. Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Entering Statement Charges Creating Billing Statements 5. Processing Payments Receiving Payments for Invoices Making Deposits Printing Statements 6. Working with Bank Accounts Writing a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts 7. Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Entering Bills Paying Bills 8. Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Tracking Credit Card Transactions Working with Asset Accounts Working with Liability Accounts Understanding Equity Accounts 9. Creating Reports Creating QuickReports Modifying QuickReports Memorizing QuickReports Running Preset Reports Modifying Preset Reports Exporting Reports to Microsoft Excel 10. Creating Graphs Basic Quickbooks Graphs Exporting to Excel 11. Payroll Posting from outside Payroll Service Capturing Payroll information Work with various third party payroll data sheets 12. Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Project Reports for Estimates Updating the Job Status Tracking Time 13. Writing Letters Basics of letter writing 14. Others Using "Other Income and Other Expense" accounts How to enter "Prepaid bills" into the system Accrual vs. Cash based accounting and how QuickBooks handles the difference General Journal entries adjusting Assets All of the above using real-life examples. There are many different versions of Quickbooks. Most versions are fundamentally the same with minor differences. We train Quickbooks 2007 Premiere. We train using the menu methodology so that users with versions 2004 to 2008 will be able to learn just as well. ?? New York Interactive Media 2008


	Audience
	Examples of people who will benefit greatly from this class: - Small Business Owners - Administrative or Executive Assistant positions


	Pre-requisites
	We require that our students have basic computer knowledge and feel comfortable using a computer. This enables the students to follow the instructor's directions.