QuickBooks and QuickBooks Pro 2 by pengxuebo

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									                                         QuickBooks and QuickBooks Pro 2009



Lesson 1: Getting started
Lesson objectives 10
Supporting materials 10
Instructor preparation 10
Course introduction 10
Introducing QuickBooks 11
Getting around in QuickBooks 14
All the accounting you need to know 23
Exiting QuickBooks 29
Moving between company files 29

Lesson 2: Setting up QuickBooks 31
Lesson objectives 33
Supporting materials 33
Instructor preparation 33
Creating a QuickBooks company 33
Entering company info 35
Customizing QuickBooks for your business 40
Setting up your business accounting 46
Completing company file setup 52
Getting help while using QuickBooks 62
Closing the company file 64

Lesson 3: Working with lists 65
Lesson objectives 66
Supporting materials 66
Instructor preparation 66
To start this lesson 66
Using QuickBooks lists 67
Editing the chart of accounts 68
Working with the Customers & Jobs list 72
Working with the Employee Center 79
Working with the Vendor Center 83
Adding custom fields 87
Managing lists 93

Lesson 4: Working with bank accounts
Lesson objectives 106
Supporting materials 106
Instructor preparation 106
To start this lesson 106
Writing a QuickBooks check 107
Using bank account registers 110
Entering a handwritten check 112
Transferring money between accounts 115
Reconciling checking accounts 117


 trainfargo.com                               p. 1              701-231-6900
Lesson 5: Using other accounts in QuickBooks
Lesson objectives 126
Supporting materials 126
Instructor preparation 126
To start this lesson 126
Other account types in QuickBooks 127
Tracking credit card transactions 127
Working with asset accounts 135
Working with liability accounts 142
Understanding equity accounts 150

Lesson 6: Entering sales information
Lesson objectives 152
Supporting materials 152
Instructor preparation 152
To start this lesson 153
Using sales forms in QuickBooks 153
Filling in a sales form 157
Memorizing a sale 162
Entering a new service item 163
Using multiple price levels 166
Reminding customers of overdue payments 172
Processing sales orders 177
Tracking backorders 179
Tableofcontents
Lesson 7: Receiving payments and making deposits
Lesson objectives 190
Supporting materials 190
Instructor preparation 190
To start this lesson 190
Recording customer payments 191
Making deposits 202

Lesson 8: Entering and paying bills
Lesson objectives 210
Supporting materials 210
Instructor preparation 210
To start this lesson 210
Handling bills in QuickBooks 211
Using QuickBooks for accounts payable 211
Entering bills 212
Paying bills 215

Lesson 9: Analyzing financial data
Lesson objectives 224
Supporting materials 224
Instructor preparation 224
To start this lesson 224
Reports and graphs help you understand your business 225
Creating QuickReports 226
Creating and customizing preset reports 232
Saving report settings 241
Printing reports 244
Exporting reports to Microsoft Excel 245
Creating QuickInsight graphs 251




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Lesson 10: Setting up inventory
Lesson objectives 261
Supporting materials 261
Instructor preparation 261
To start this lesson 262
Turning on the inventory feature 262
Entering products into inventory 263
Ordering products 266
Receiving inventory 268
Entering a bill for inventory 270
Manually adjusting inventory 273
Tracking finished goods 275
Using units of measure 286

Lesson 11: Tracking and paying sales tax
Lesson objectives 300
Supporting materials 300
Instructor preparation 300
To start this lesson 300
Overview of sales tax in QuickBooks 301
Setting up your tax rates and agencies 302
Applying tax to each sale 308
Determining what you owe 311
Paying your tax agencies 314

Lesson 12: Doing payroll with QuickBooks
Lesson objectives 318
Supporting materials 318
Instructor preparation 318
To start this lesson 318
Overview of payroll tracking 319
Setting up for payroll 321
Setting up employee payroll information 323
Running a payroll schedule 340
Tracking your tax liabilities 344
Paying payroll taxes 347

Lesson 13: Estimating and progress invoicing
Lesson objectives 354
Supporting materials 354
Instructor preparation 354
To start this lesson 354
Creating jobs and estimates 355
Writing an estimate 360
Creating multiple estimates 362
Creating an invoice from an estimate 365
Displaying reports for estimates 368
Updating job status 370

Lesson 14: Tracking time
Lesson objectives 374
Supporting materials 374
Instructor preparation 374
To start this lesson 374
Tracking time and mileage 375
Invoicing a customer for time and mileage 381
Displaying project reports for time tracking 389
Paying nonemployees for time worked 391

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Tableofcontents
Lesson 15: Customizing forms & writing QuickBooks Letters
Lesson objectives 398
Supporting materials 398
Instructor preparation 398
To start this lesson 398
About QuickBooks forms 399
Customizing invoices 399
Designing custom layouts for forms 408
Using QuickBooks Letters 415




 trainfargo.com                          p. 4               701-231-6900

								
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