Quickbooks 2008 (Program Details)

Soft Skills

COURSE OUTLINE
Getting Started

QuickBooks Tutorial Video Objectives
Getting Around in QuickBooks
The Home Page

Customizing Your Screen

Customizing Your Toolbars
Understanding Preferences
Other Items for Customization

Setting Up QuickBooks

The Easy Step Interview
Bypassing the Interview
QuickBooks Assistance

The Fundamentals of Accounting

Accounting Methods
The Accounting Process

Financial Statements

Balance Sheet Tutorial
Income Statement
Statement of Cash Flow

Understanding the Chart of Accounts

The Chart of Account Listing
Editing the Chart of Accounts
Merging & Exploring the Account Listing

Working With Lists

Customer & Jobs Tutorial 1
Customer & Jobs pt. 2
Employees
Vendors

Simplifying Your Banking

Using Bank Registers
Online Transactions
Transferring Between Accounts

Reconciling Your Accounts in QuickBooks

Customers & Jobs
Employees
Vendors

Setting Up Inventory

Using the Inventory Features
Entering Products into Inventory
Ordering Products

Working with Inventory

Receiving Inventory
Entering a Bill for Inventory
Taking a Physical Inventory
Inventory Adjustments

Collecting & Paying Sales Tax

Sales Tax Setup Tutorial 1
Sales Tax Setup pt. 2
Applying Tax to a Sale
Reconciling Your Sales Tax Liability
Paying Your Taxes

Jobs & Customers

Using Job Reports
Understanding the Data

Creating Estimates

Creating Estimates
Using an Estimate Report
Changing an Estimate to an Invoice

Sales Orders

Creating Sales Orders
Sales Order Fulfilment

Tracking Time in QuickBooks

Entering & Billing Time
Single Activities & Reporting

Entering Sales Receipts

Creating the Sales Receipt
How Income is Recorded

Entering Invoices in QuickBooks

Creating an Invoice
Modifications & Changes Tutorial 1
Modifications & Changes pt. 2
Tracking History

Receiving Payments

Recording Customer Payments
Handling Partial Payments
Processing Credit Card Payments

Making Deposits

Entering Deposits
Credit Card Deposits
Selecting the Right Deposit Report

Writing a Check

Entering Checks
Finding Past Information

Entering & Paying Bills

Entering Bills
Paying Bills
Tracking Bills in QuickBooks 2008

Reporting Financial Data

Displaying Reports & Graphs
Creating & Customizing Reports
Saving Report Settings

Entering Payroll

Overview of Payroll
Entering Payroll Items

QuickBooks Payroll Items

Setting Up Employees Tutorial
Running a Payroll Schedule

Payroll Taxes

Payroll Reports
Government Reporting & Forms

Customizing Forms

About QuickBooks Forms

Designing Custom Layouts for Forms

Defining Custom Fields
Customizing Invoices

The Layout Designer

Features of the Designer
Features of the Designer Continued

Integrating QuickBooks with Other Products

Exporting to Microsoft Excel
MS Word & Predesigned QuickBooks Letters

Tutorial Wrap Up

Wrap Up

About the Author

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