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QuickBooks 2008
Beginner to Intermediate User
3-day
6PM to 9PM
$400 +tax
This QuickBooks class (9 Hours) is designed to introduce students to the
QuickBooks Accounting fundamentals and real-world application of the QuickBooks
business software. Students will be able to set-up a company file, create
and edit chart of accounts, set-up customers and vendors.
This course content will also include invoicing, receiving deposits, entering
and paying bills, as well as bank statement reconciliation and introduction
to reports.
By the end of the class, students will have gained
confidence and knowledge to be able to work with QuickBooks in an effective
and meaningful way.
Curriculum outline based on the VTRC Custom Guide
QuickBooks 2008.
Integrating QuickBooks with other products
QuickStart Tips
Switching to a different edition
Introducing QuickBooks
Getting around in QuickBooks
All the accounting you need to know
Exiting QuickBooks
Moving between company files
Creating a QuickBooks company
Entering company info
Customizing QuickBooks for your business
Setting up your business accounting
Completing company file setup
Getting help while using QuickBooks
Closing the company file
Lesson objectives
Supporting materials
Instructor preparation
To start this lesson
Using QuickBooks lists
Editing the chart of accounts
Working with the Customers & Jobs list
Working with the Employee Center
Working with the Vendor Center
Adding custom fields
Managing lists
Writing a QuickBooks check
Using bank account registers
Entering a handwritten check
Transferring money between accounts
Reconciling checking accounts
Other account types in QuickBooks
Tracking credit card transactions
Working with asset accounts
Working with liability accounts
Understanding equity accounts
Using sales forms in QuickBooks
Filling in a sales form
Memorizing a sale
Entering a new service item
Using multiple price levels
Reminding customers of overdue payments
Processing sales orders
Tracking backorders
Recording customer payments
Making deposits
Handling bills in QuickBooks
Using QuickBooks for accounts payable
Entering bills
Paying bills
Reports and graphs help you understand your business
Creating QuickReports
Creating and customizing preset reports
Saving report settings
Printing reports
Exporting reports to Microsoft Excel
Creating QuickInsight graphs
Turning on the inventory feature
Entering products into inventory
Ordering products
Receiving inventory
Entering a bill for inventory
Manually adjusting inventory
Tracking finished goods
Using units of measure
Overview of sales tax in QuickBooks
Setting up your tax rates and agencies
Applying tax to each sale
Determining what you owe
Paying your tax agencies
Overview of payroll tracking
Setting up for payroll
Setting up employee payroll information
Running a payroll schedule
Tracking your tax liabilities
Paying payroll taxes
Creating jobs and estimates
Writing an estimate
Creating multiple estimates
Creating an invoice from an estimate
Displaying reports for estimates
Updating job status
Tracking time and mileage
Invoicing a customer for time and mileage
Displaying project reports for time tracking
Paying nonemployees for time worked
About QuickBooks forms
Customizing invoices
Designing custom layouts for forms
Using QuickBooks Letters
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