Description
This Intuit course covers the fundamentals of using QuickBooks 2011 to track the finances of a small business. Students will learn how to set up a new company, manage bank account transactions, maintain customer, job, and vendor information, manage inventory, generate reports, and use the Company Snapshot window. Students will also create invoices and credit memos, write and print checks, add custom fields, set up budgets, and learn how to protect and back up their data.
Course Outline
Unit 1: Getting started
Topic A: Introducing QuickBooks 2010
- A-1: Starting QuickBooks and viewing a sample file
- A-2: Exploring the QuickBooks desktop
- A-3: Opening a company file
Topic B: Getting help and closing QuickBooks
- B-1: Accessing Live Community
- B-2: Using the QuickBooks Learning Center
- B-3: Using the QuickBooks Help window
- B-4: Closing QuickBooks
Unit 2: Setting up a new company
Topic A: Using the EasyStep Interview
- A-1: Starting the EasyStep Interview
- A-2: Entering company information and saving your file
- A-3: Customizing QuickBooks for your business
- A-4: Specifying a start date and bank account
- A-5: Completing the EasyStep Interview
Topic B: Using the Chart of Accounts
- B-1: Exploring the Chart of Accounts
- B-2: Adding credit card and income accounts
- B-3: Adding an outstanding loan balance
- B-4: Editing an account
- B-5: Deleting an account and making an account inactive
- B-6: Applying account numbers
Unit 3: Working with centers and lists
Topic A: Managing customers, vendors, and employees
- A-1: Adding a customer to the Customer Center
- A-2: Creating a customer type
- A-3: Adding a job
- A-4: Adding a vendor with an opening balance
- A-5: Creating a vendor type
- A-6: Adding a note
- A-7: Adding an employee to the Employee Center
Topic B: Working with the Item List
- B-1: Adding a non-inventory item
- B-2: Adding an inventory item
- B-3: Grouping items
Topic C: Adding custom fields
- C-1: Creating a custom field
Unit 4: Working with business forms
Topic A: Invoices and credit memos
- A-1: Preparing an invoice
- A-2: Modifying an invoice
- A-3: Printing an invoice
- A-4: Creating and previewing a custom invoice form
- A-5: Preparing a credit memo
Topic B: Sales receipts and customer payments
- B-1: Preparing and printing a sales receipt
- B-2: Recording a customer payment and applying a credit
- B-3: Depositing payments in your checking account
Topic C: Purchase orders and inventory
- C-1: Preparing a purchase order
- C-2: Entering items into inventory
Topic D: Finding information quickly
- D-1: Using QuickFilter
- D-2: Using the Find window
Unit 5: Banking and billing activities
Topic A: Writing and printing checks
- A-1: Using the Write Checks window
- A-2: Writing checks from a checking account register
- A-3: Printing checks
Topic B: Managing bank account transactions
- B-1: Transferring funds between accounts
- B-2: Editing transactions
- B-3: Voiding and deleting transactions
- B-4: Reconciling a checking account
Topic C: Entering and paying bills
- C-1: Using the Enter Bills window
- C-2: Entering bills in the Accounts Payable register
- C-3: Paying bills
Topic D: Introduction to payroll
- D-1: Exploring the payroll service options
Unit 6: Reporting and budgeting
Topic A: Generating reports
- A-1: Using the QuickReport and QuickZoom features
- A-2: Using the Report Center
- A-3: Modifying a report
- A-4: Memorizing a report
- A-5: Printing a report
Topic B: Using Company Snapshot
- B-1: Customizing the Company Snapshot window
Topic C: Setting up budgets
- C-1: Creating a budget
- C-2: Editing a budget
- C-3: Viewing budget reports
Unit 7: Protecting and backing up data
Topic A: Protecting and sharing data
- A-1: Setting an administrator password
- A-2: (Optional) Specifying a closing date
- A-3: Setting up users and passwords
- A-4: Switching between single- and multi-user modes
- A-5: Deleting users and removing passwords
Topic B: Backing up data
- B-1: Backing up your company file
- B-2: Restoring your company file from a backup
Prerequisites