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Contact

Robyn Phillips 
The Center for Rural Development 
rphillips@centertech.com 
606-677-6000 

When

Monday November 19, 2012 at 9:00 AM EST
-to-
Tuesday November 20, 2012 at 5:00 PM EST


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Where

The Center for Rural Development 
2292 S. Hwy 27 Somerset, KY 42501
Somerset, KY 42501
 

 
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Quickbooks 

A basic understanding of computers and computer terminology is recommended, prior to taking any of the courses, including Quickbooks.

Day 1:

In this course, students will use the basic features of QuickBooks to record and track your business transactions.

Lesson 1: Getting Started with QuickBooks 2010

Explore the QuickBooks Interface

Access the QuickBooks Centers

Use QuickBooks Help

Lesson 2: Entering Company Details

Create a Company

Update the Chart of Accounts

Save a Copy of the Company

Lesson 3: Building QuickBooks Lists

Build Employees Lists

Build Item Lists

Build Customers and Jobs Lists

Build Vendors Lists

Modify Multiple List Entries

Manage Lists

Lesson 4: Managing Inventory

Place Purchase Orders

Record Receipt of Inventory

Make Payments

Update Inventory Manually

Lesson 5: Recording Product Sales

Create a Product Invoice

Record a Cash Sale

Prepare a Credit Memo

Track Customer Payments

Lesson 6: Creating Service Invoices

Create a Service Invoice

Record Statement Charges

Generate a Billing Statement

Lesson 7: Managing Bank Accounts

Record Deposits

Pay Using Checks

Maintain the Check Register

Transfer Funds Between Accounts

Reconcile the Accounts

Day 2:

Overview

In this course, students will examine how to use the advanced features in QuickBooks to create estimates, convert estimates into invoices, process sales tax and payroll, generate reports, review client data, and work with other applications.

 

Lesson 1: Creating Estimates

Prepare an Estimate

Convert an Estimate into an Invoice

Customize an Invoice

Lesson 2: Recording Business Assets and Liabilities

Examine the Online Banking Features

Record Credit Card Charges

Record Depreciation on Fixed Assets

Record and Calculate Loan Accounts

Lesson 3: Processing Sales Tax

Set Up Sales Tax Items

Identify Taxable Items

Apply Sales Tax to Product Sales

Pay Sales Tax

 

Lesson 4: Creating and Modifying Reports

Create and Modify a QuickReport

View Preset Reports

Display and Customize a Graph

Lesson 5: Processing Payroll Manually

Set Up QuickBooks Payroll

Add Employee Payroll Information

Process Payroll

Make Payroll Tax Payments

Track Time

Lesson 6: Examining Accuracy of Data

Create a User Profile for an External Accountant

Find and Fix Errors

Lesson 7: Integrating Other Applications with QuickBooks

Compose and Send Letters to Customers

Synchronize QuickBooks Data with Microsoft Outlook

Export Reports to Microsoft Excel

 





Lesson 4: Managing Inventory

Place Purchase Orders

Record Receipt of Inventory

Make Payments

Update Inventory Manually

Lesson 5: Recording Product Sales

Create a Product Invoice

Record a Cash Sale

Prepare a Credit Memo

Track Customer Payments

Lesson 6: Creating Service Invoices

Create a Service Invoice

Record Statement Charges

Generate a Billing Statement

Lesson 7: Managing Bank Accounts

Record Deposits

Pay Using Checks

Maintain the Check Register

Transfer Funds Between Accounts

Reconcile the Accounts