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Quickbooks

Kim Meyer, Certified Instructor

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INTRODUCTION TO QUICKBOOKS PRO 2009/2008/2007/2006 FOR WINDOWS

DAY 1         WORKING WITH LISTS

1.     Interview & Preferences

2.     Setting Up Your Chart of Accounts

3.     Entering, Editing & Deleting Accounts, Customers, Vendors, Items,          and Employees.

4.     Question and Answer Period; Review if Time Allows

 

DAY 2      DATA ENTRY / ACTIVITIES (TRANSACTIONS)

1.     Entering, Editing and Deleting Checks & Deposits in the Checkbook Register.

2.     Working with Splits and Memorized Transactions

3.     Question and Answer Period; Review if Time Allows

 

DAY 3 ACCOUNTS RECEIVABLE / ACCOUNTS PAYABLE

1.     Entering Bills & Invoices 

2.     Making and Receiving Payments

3.     Working with Reminders

4.     Question and Answer Period, Review if Time Allows

 

DAY 4    PAYROLL

1.    Setting up employees

2.    Entering timesheets

3.    Running weekly/bi-weekly payroll

4.    Printing checks

 

DAY 5    REPORTS & RECONCILIATION

1.     Reconciling your Account.

2.     Creating & Customizing Reports and Working with Filters.

3.     Graphs

4.     Question and Answer Period, Review if Time Allows

 

MISC. TOPICS IF TIME ALLOWS:

Jobs, Sub-Accounts and Sub-Items

 

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Last modified: October 17, 2003  RSAC Label