QuickBooks 2009 Training

QuickBooks 2009 Training Class Overview

This Quickbooks training class covers the fundamentals of using QuickBooks 2009 to track the finances of a small business. Students will learn how to set up a new company, work with lists, set up inventory, process invoices, work with bank accounts, process payments, enter and pay bills, and use online banking. In addition, students will learn how to customize forms, create reports and graphs, track and pay sales tax, handle payroll, write letters and more. In addition to QuickBooks 2009, this class will be useful to students using QuickBooks 2006, QuickBooks 2007 and QuickBooks 2008.

QuickBooks 2009 Training Class Goals

• Learn to set up a company
• Learn to work with lists
• Learn to set up inventory
• Learn to invoice for services
• Learn to work with bank accounts
• Learn to process payments
• Learn to enter and pay bills
• Learn to use the EasyStep Interview
• Learn to use online banking
• Learn to share files with an accountant
• Learn to customize forms in QuickBooks
• Learn to use other QuickBooks accounts
• Learn to create reports in QuickBooks
• Learn to create graphs in QuickBooks
• Learn to track and pay sales tax
• Learn to do payroll with QuickBooks
• Learn to estimate, time track, and job cost
• Learn to write letters in QuickBooks
• Learn to synchronize with contact management software

QuickBooks 2009 Training Class Outline

1. Getting Started
   1. Starting QuickBooks
   2. Identifying Components of the QuickBooks Operating Environment
   3. Opening QuickBooks Centers
   4. Opening Other QuickBooks Windows
   5. Identifying Common Business Terms
   6. Setting Up QuickBooks in Multi-User Mode
   7. Exiting QuickBooks
2. Setting Up a Company
   1. Creating a QuickBooks Company
   2. Using the Chart of Accounts
   3. Entering Account Opening Balances
3. Working with Lists
   1. Creating Company Lists
   2. Working with the Customers & Jobs
   3. Working with the Employees List
   4. Working with the Vendors List
   5. Adding Customized Fields
   6. Managing Lists
4. Setting Up Inventory
   1. Entering Products into Inventory
   2. Ordering Products
   3. Receiving Inventory
   4. Paying for Inventory
   5. Manually Adjusting Inventory
5. Selling Your Product
   1. Creating Product Invoices
   2. Applying Credit to Invoices
   3. E-mailing Invoices
   4. Making Cash Sales
6. Invoicing for Services
   1. Setting Up a Service Item
   2. Changing the Invoice Format
   3. Creating a Service Invoice
   4. Entering Statement Charges
   5. Creating Billing Statements
7. Processing Payments
   1. Receiving Payments for Invoices
   2. Making Deposits
   3. Printing Statements
8. Working with Bank Accounts
   1. Writing a QuickBooks Check
   2. Using Bank Account Registers
   3. Entering a Handwritten Check
   4. Transferring Funds Between Accounts
   5. Reconciling Checking Accounts
9. Entering and Paying Bills
   1. Handling Expenses
   2. Using QuickBooks for Accounts Payable
   3. Entering Bills
   4. Paying Bills
10. Using the EasyStep Interview
    1. Using the EasyStep Interview
11. Using Online Banking
    1. Setting Up an Internet Connection
    2. Activating Online Services
    3. Viewing, Downloading, and Matching Online Transactions
    4. Creating Online Payments
    5. Transferring Funds Online
    6. Canceling Online Payments
    7. Sending E-mail to Your Financial Institution
12. Sharing Files with an Accountant
    1. Saving an Accountant's Copy
    2. Removing Accountant's Copy Restrictions
    3. Using the Accountant's Copy File Transfer Service
    4. Importing an Accountant's Changes
13. Customizing Forms
    1. Creating a Custom Template
    2. Modifying a Template
    3. Printing Forms
14. Using Other QuickBooks Accounts
    1. Other QuickBooks Account Types
    2. Tracking Credit Card Transactions
    3. Working with Asset Accounts
    4. Working with Liability Accounts
    5. Understanding Equity Accounts
15. Creating Reports
    1. Creating QuickReports
    2. Modifying QuickReports
    3. Memorizing QuickReports
    4. Running Preset Reports
    5. Modifying Preset Reports
    6. Exporting Reports to Microsoft Excel
    7. Printing Reports
16. Creating Graphs
    1. Creating QuickInsight Graphs
    2. Using QuickZoom with Graphs
    3. Working with the Sales Graph
    4. Customizing Graphs
    5. Printing Graphs
17. Tracking and Paying Sales Tax
    1. Using Sales Tax in QuickBooks
    2. Setting Up Tax Rates and Agencies
    3. Indicating Who and What Gets Taxed
    4. Applying Tax to Each Sale
    5. Determining What You Owe
    6. Paying Your Tax Agencies
18. Doing Payroll with QuickBooks
    1. Using Payroll Tracking
    2. Setting Up for Payroll
    3. Setting Up Employee Payroll Information
    4. Writing a Payroll Check
    5. Printing Paycheck Stubs
    6. Tracking Your Tax Liabilities
    7. Paying Payroll Taxes
    8. Printing Forms 940 and 941
19. Estimating, Time Tracking, and Job Costing
    1. Creating Job Estimates
    2. Creating an Invoice from an Estimate
    3. Displaying Project Reports for Estimates
    4. Updating the Job Status
    5. Tracking Time
    6. Displaying Project Reports for Time Tracking
    7. Displaying Other Project Reports
20. Writing Letters
    1. Writing a QuickBooks Check
    2. Using Bank Account Registers
21. Synchronizing with Contact Management Software
    1. Categorizing Contact Names in Microsoft Outlook
    2. Synchronizing with Microsoft Outlook
    3. Changing Synchronization Settings

QuickBooks 2009 Training Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Class Technical Requirements

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