QuickBooks Pro 2008/9 - Part 1

Course Fee: $249.00
Course Time: 1 day, 9:30 am - 4:30 pm, or 2 evenings, 6pm - 9pm

• Home Window
• No Company Window and options
• Home Window
• Using Menu Bar, Icon Bar and Navigators
• Open Window List
• Navigator List and its contents
• Making General Entries – Why and How?
• Write Cheque Window – When and How?
• Backing up Company Data

• Assigning Vendor Types
• Adding a New Vendor
• Entering Bills (Vendor’s invoices)
• Entering Credits
• Generating Vendors and Payable Reports
• Dealing with Discounts
• Paying Bills
• Printing Cheques

• Remind Me & Automatically Enter options
• Creating Reminders
• My Preferences
• Company Preferences

• Assigning Customer Types
• Entering Items
• Adding a New Customer
• Entering Credit Sales
• Entering Cash Sales
• Printing Invoices
• Generating Customers and Receivable Reports
• Recording Customer Receipts

• Tracing amounts to be deposited
• Make Deposit window
• Cash Back while depositing funds

QuickBooks Pro 2008/9 - Part 2

Course Fee: $249.00
Course Time: 1 day, 9:30 am - 4:30 pm, or 2 evenings, 6pm - 9pm

• Help in Setting up Payroll
• Setting up Payroll
• Running Payroll
• Generating Reports on Payroll
• Paying Payroll Liabilities

• Help in Reconciling an Account
• Understanding Reconciliation Process
• Processing Bank Reconciliation
• Generating Reports on Reconciliation

• Understanding Easy Step Interview window
• How to setup a company 
• Understanding My and Company Preference options
• Using Typical Account in Setting up a specific company

• Understanding Forecasts and Budgets
• Entering budget figures
• Analyzing budget and actual data
• Generating Reports on Budgets

• Turning Multi-user option ON
• Setting up Users 
• Granting/Restricting access to new users

• Turning on multicurrency option
• Some multicurrency accounts
• Help on multicurrency functions

• Closing the books at year end
• Guide to close the books
• Reports to be printed before closing process

QuickBooks Pro 2008/9 - Part 3

Course Fee: $249.00
Course Time: 1 day, 9:30 am - 4:30 pm, or 2 evenings, 6pm - 9pm

Working with Fixed Assets

• Setting up Account to track Depreciation/Amortization

• Adding a Fixed Asset Item

• Fixed Asset Item Reports

• Tracking a loan with long-term liability account

• Fixed Asset’s Cost Account

• Recording payment of loan

• Entering Depreciation Transactions

• Disposing of Fixed Asset Item 

Using multiple price levels

• Creating new price levels

• Associating price levels with customers

• Using price levels on sales forms

Using Customer Statements

• Generating customer statements

• Assessing finance charges

Dealing with Customer Payments

• Applying one payment to multiple jobs

• Entering overpayments

• Handling Down/Prepayments

• Creating Duplicate Estimates

Advanced Payroll Transactions

• Recording Employee Time on a Weekly TimeSheet

• Invoicing a customer based on time

• Recording non-employee time worked 

Miscellaneous Items

• Merging and Exploring Account Listing

• Online Banking Transactions

• Collecting and Paying Sales Tax

• Using Job Reports

• Modifications and Changes – Sales Invoices

• Processing Credit Card Payments

• Government Reporting & Forms – Payroll

• Accountant’s Review and Accountant’s QB Copy

• Writing QuickBooks Letters

• Creating and Customizing Preset Reports

• Inventory