How To Take This Class

Course Overview

In this Quickbooks 2010 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 2010.

Course Prerequisites

Students should have some computer experience.

Course Audience

This course is designed for students who are new to using Quickbooks 2010 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.
  • Create reports and graphs.
  • Track sales tax.
  • Create and manage job estimates.
  • Manage payroll.
  • Sychronize data with contact management software.

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
  7. Processing Payments
    • Receiving Payments for Invoices
    • Making Deposits
    • Printing Statements
  8. Working with Bank Accounts
    • Writing a QuickBooks Check
    • Using Bank Account Registers
    • Entering a Handwritten Check
    • Transferring Funds Between Accounts
    • Reconciling Checking Accounts
  9. Entering and Paying Bills
    • Handling Expenses
    • Using QuickBooks for Accounts Payable
    • Entering Bills
    • Paying Bills
  10. Customizing Forms
    • Creating a Custom Template
    • Modifying a Template
    • Printing Forms
  11. Using Other QuickBooks Accounts
    • Other QuickBooks Account Types
    • Tracking Credit Card Transactions
    • Working with Asset Accounts
    • Working with Liability Accounts
    • Understanding Equity Accounts
  12. Creating Reports
    • Creating QuickReports
    • Modifying QuickReports
    • Memorizing QuickReports
    • Running Preset Reports
    • Modifying Preset Reports
    • Exporting Reports to Microsoft Excel
    • Printing Reports
  13. Creating Graphs
    • Creating QuickInsight Graphs
    • Using QuickZoom with Graphs
    • Working with the Sales Graph
    • Customizing Graphs
    • Printing Graphs
  14. Tracking and Paying Sales Tax
    • Using Sales Tax in Quickbooks
    • Setting Up Tax Rates and Agencies
    • Determining What You Owe
    • Paying Your Tax Agencies
  15. Doing Payroll with QuickBooks
    • Using Payroll Tracking
    • Setting Up for Payroll
    • Setting Up Employee Payroll Information
    • Writing a Payroll Check
    • Printing Paycheck Stubs
    • Tracking Your Tax Liabilities
    • Paying Payroll Taxes
    • Printing Forms 940 and 941
  16. 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
  17. Estimating, Time Tracking, and Job Costing
    • Creating Job Estimates
    • Creating an Invoice from an Estimate
    • Displaying Project Reports for Estimates
    • Updating the Job Status
    • Tracking Time
    • Displaying Project Reports for Time Tracking
    • Displaying Other Project Reports
  18. Writing Letters
    • Using the Letters and Envelopes Wizard
    • Customizing Letter Templates
  19. Synchronizing with Contact Management Software
    • Categorize Contact Names In Microsoft
    • Outlook or ACT!
    • Synchronizing With Microsoft Outlook or ACT!
    • Changing Synchronization Settings