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QuickBooks 2009 - Fundamentals |
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Class length: 1 day
Class Objectives
This course 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, manage bank account transactions, maintain customer, job, and vendor information, manage inventory, generate reports, and use the Company Snapshot window. Students will also create invoices and credit memos, write and print checks, add custom fields, set up budgets, and learn how to protect and back up their data.
Class Outline
Unit 1: Getting started
Topic A: Introducing QuickBooks 2009
Topic B: Getting help and closing QuickBooks
Unit 2: Setting up a new company
Topic A: Using the EasyStep Interview
Topic B: Using the Chart of Accounts
Unit 3: Working with centers and lists
Topic A: Managing customers, vendors, and employees
Topic B: Working with the Item List
Topic C: Adding custom fields
Unit 4: Working with business forms
Topic A: Invoices and credit memos
Topic B: Sales receipts and customer payments
Topic C: Purchase orders and inventory
Topic D: Finding information quickly
Unit 5: Banking and billing activities
Topic A: Writing and printing checks
Topic B: Managing bank account transactions
Topic C: Entering and paying bills
Topic D: Introduction to payroll
Unit 6: Reporting and budgeting
Topic A: Generating reports
Topic B: Using Company Snapshot
Topic C: Setting up budgets
Unit 7: Protecting and backing up data
Topic A: Protecting and sharing data
Topic B: Backing up data
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