How To Take This Class

Course Overview

In this Quickbooks 2009 Training course, first-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2009.

Course Prerequisites

Students should have some computer experience.

Course Audience

This course is designed for students who are new to using Quickbooks 2009 or those who may have used a previous version of Quickbooks and quickly want to learn the new features of this version.

What You'll Learn

Upon successful completion of this course, students will be able to:
  • Identify components of the Quickbooks environment.
  • Set up a company.
  • Add customers and employees.
  • Manage products in inventory.
  • Create and manage invoices.
  • Process payments.
  • Manage checking accounts.
  • Manage expenses.
  • Use online banking.

Course Duration

2 Days

Course Outline

  1. Getting Started
    • Starting QuickBooks
    • Identifying Components of the QuickBooks Operating Environment
    • Opening QuickBooks Centers
    • Opening Other QuickBooks Windows
    • Identifying Common Business Terms
    • Setting Up QuickBooks in Multi-user Mode
    • Exiting QuickBooks
  2. Setting Up a Company
    • Creating a QuickBooks Company
    • Using the Chart of Accounts
    • Entering Account Opening Balances
  3. Working with Lists
    • Creating Company Lists
    • Working with the Customer: Job List
    • Working with the Employee List
    • Working with the Vendor List
    • Adding Customized Fields
    • Managing Lists
  4. Setting Up Inventory
    • Entering Products into Inventory
    • Ordering Products
    • Receiving Inventory
    • Paying for Inventory
    • Manually Adjusting Inventory
  5. Selling Your Product
    • Creating Invoices
    • Making Cash Sales
  6. Invoicing for Services
    • Setting Up a Service Item
    • Changing the Invoice Format
    • Creating a Service Invoice
    • Entering Statement Charges
    • Creating Billing Statements
    • Processing Payments
    • Receiving Payments for Invoices
    • Making Deposits
    • Printing Statements
  7. Working with Bank Accounts
    • Writing a QuickBooks Check
    • Using Bank Account Registers
    • Entering a Handwritten Check
    • Transferring Funds Between Accounts
    • Reconciling Checking Accounts
  8. Entering and Paying Bills
    • Handling Expenses
    • Using QuickBooks for Accounts Payable
    • Entering Bills
    • Paying Bills
  9. Using the EasyStep Interview
    • Using the EasyStep Interview
  10. Using Online Banking
    • Setting Up an Internet Connection
    • Activating Accounts
    • Reading Online Statements
    • Creating Online Payments
    • Submitting Online Payments
    • Transferring Funds Online
    • Canceling Online Payments
    • Sending E-mail to Your Financial Institution