Series will be held over three weeks (September 1, 8 and 15)
2010 QuickBooks Training Course Outline
Session One- Overview –
- Basic bookkeeping
- Navigating the Quick Books menu
- Setting preferences
- Enabling the features you need
- Configuring the way QuickBooks works
- Personal preferences vs. Company preferences
- Memorized Transactions
- Chart of Accounts
- Design planning
- Creating Accounts
- Manipulating Accounts
- Lists – An Overview
- Types of Lists
- Creating and Manipulating Lists
- Importance of Class Lists
Session Two
- Accounts Receivable
- Creating an Invoice
- Methods of delivery
- Recording a Pledge
- Receiving Revenue
- Payment on Invoice/Pledge
- Unexpected Revenue
- Making Bank Deposits
- Accounts Payable
- Entering Bills
- Paying Bills
- Writing Checks
- Voiding entries
- Bank Accounts
- Transfers between accounts
- Entering credit card charges
- Reconciliations
Session Three
- Budgets
- From scratch or last year’s activities
- Shortcuts
- Overall budgets, customer budgets, class budgets
- Reports
- Year End Activities
- Journal Entries
- Audit preparation
- Locking transactions and year-end backups
- Reports
- Customize vs. Standard
- Memorize
- Form 990 assistance
- Exporting
- Accountant’s review copy
