Course Descriptions

1. NEW TO QUICKBOOKS
2. WORKING WITH QUICKBOOKS
3. PROGRESSING WITH QUICKBOOKS
4. INDUSTRY SPECIFIC – SERVICE BASED
5. INDUSTRY SPECIFIC – PRODUCT BASED

1. NEW TO QUICKBOOKS:
Information Covered:

• Basic bookkeeping knowledge overview
• Navigational understanding/accessing and customizing views and drop-downs
• Module understanding
• Basic transaction and keyboard functions
• Basic interview set-up
• Opening a company/restoring/backing up
• Printing functions
• Sending functions
• Setting up users/user level access
• Using QuickBooks Help
• Discussing tools available from Intuit and other sources to help you
• Q & A

Prerequisite:

• Experience on QuickBooks minimal, between 0-6 months
• Experience on other accounting software minimal, between 0-6 months
• Limited experience on desktops/notebooks
• Basic understanding of accounting concepts

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2. WORKING WITH QUICKBOOKS:
Information Covered:

• Editing functions, including merges
• Overview of shortcuts
• List features, development and organization (emphasis on memorized transaction list and class list)
• Preparing letters and forms
• Development of Customer Profile
• Development of Vendor Profile
• Basic reports overview (customizing, memorizing, use of filters)
• Banking overview
• Customizing templates
• Overview of user/company preferences

Prerequisite:

• Experience on QuickBooks, used regularly, between 6-18 months
• Experience on other accounting software, used regularly, between 6-18 months
• Regular use and experience on desktops/notebooks as well as desktops
• More advanced understanding of accounting concepts, preferably including prior work experience in an area of finance or accounting

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3. PROGRESSING WITH QUICKBOOKS:
Information Covered:

• Overview of utilities, including basic exporting/importing and when to use
• Shipping manager
• Budgeting features
• Customer related transactions (includes Revenue Cycle) – ie: Estimates, Invoices
• Vendor related transactions (includes Expense Cycle) – ie: Purchase Orders, Bills
• Development of Employee Center, with overview on Payroll
• Sales Tax Manager
• Dealing with credit cards, and discussing alternatives
• Loan manager
• Advanced reporting (specific customizations)
• Advanced banking (includes quick tips and shortcuts and bank reconciliation)

Prerequisite:

• Experience on QuickBooks, used regularly, at least 18 months and over
• Experience on other accounting software, used regularly, at least 18 months and over
• Regular use and experience on desktops/notebooks as well as desktops
• Very advanced understanding of accounting concepts, preferably including prior work experience in an area of finance or accounting
• Understanding of journal entries preferable, but not mandatory

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4. INDUSTRY SPECIFIC – SERVICE BASED:
Information Covered:

• Overview of courses “Working with QuickBooks” and “Progressing with QuickBooks”
• Specific concentration on “service based” situations
• Development of Chart of Accounts around service based industries
• Development of Items List around service based industries (includes Progress Invoicing)
• Understanding Job Costing, including dealing with time/expenses
• Development of Payroll around service based industry
• Advanced journal entries, including bad debt treatment and barters
• Q & A

Prerequisite:

• Experience on QuickBooks, used regularly, at least 18 months and over
• Experience on other accounting software, used regularly, at least 18 months and over
• Regular use and experience on desktops/notebooks as well as desktops
• Very advanced understanding of accounting concepts, preferably including prior work experience in an area of finance or accounting
• Understanding of journal entries preferable, but not mandatory
• Must have used or be using the modulated, industry specific QuickBooks Premier product or equivalent

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5. INDUSTRY SPECIFIC – PRODUCT BASED:
Information Covered:

• Overview of courses “Working with QuickBooks” and “Progressing with QuickBooks”
• Specific concentration on “product based” situations
• Development of Chart of Accounts around product based industries
• Development of Items List around product based industries (includes Inventory Cycle)
• Sales Order & Fulfillment Cycle
• Development of Payroll around product based industry
• Advanced journal entries, including bad debt treatment and barters
• Q & A

Prerequisite:

• Experience on QuickBooks, used regularly, at least 18 months and over
• Experience on other accounting software, used regularly, at least 18 months and over
• Regular use and experience on desktops/notebooks as well as desktops
• Very advanced understanding of accounting concepts, preferably including prior work experience in an area of finance or accounting
• Understanding of journal entries preferable, but not mandatory
• Must have used or be using the modulated, industry specific QuickBooks Premier product or equivalent

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