QuickBooks Pro 2004 Training

Multimedia CD-ROM Based Training:
With CD-ROM based training, the lectures were video taped and then digitized and presented to you in Full Motion Video, Audio, & Graphics.

System Requirements: 486/100 mhz (minimum), CD-ROM Drive,
16 MB RAM, Sound Card. Available Hard Disk Space 50 MB. Windows 95, 98, NT, ME, 2000, or Windows XP.

QuickBooks Trainer: Dan Balter is Chief Technology Officer for InfoTechnology Partners, Inc. and works as an independent consultant and trainer for corporate and government clients. Dan has authored more than 250 computer-training videos and co-authored several books.

Course Outline - QuickBooks Pro 2004 Training:

QuickBooks Training Phase I - (1 Hour 57 Minutes)
1.0 Introduction
1.1 Overview: QuickBooks vs. Quicken
1.2 Installing QuickBooks for the First Time
1.3 Starting QuickBooks & Using the QuickBooks Navigators
1.4 Starting the QuickBooks Accounting Cycle: Creating an Invoice
1.5 Purchase Orders
1.6 Writing Checks
1.7 Recording Customer Payments
1.8 QuickBooks Reports
1.9 Behind the Scenes: the QuickBooks Register & Lists
2.0 Navigation Around QuickBooks
2.1 Navigation Bar
2.2 The Shortcuts Bar
2.3 The Menu Bar & Keyboard Shortcuts
2.4 QuickBooks Help
3.0 Setting Up Your Business
3.1 Converting from QuickBooks Previous Versions
3.2 Creating a New Company
3.3 Adding Customers & Jobs
3.4 Converting from Quicken to QuickBooks

QuickBooks Training Phase II - (1 Hour 54 Minutes)
1.0 Getting Down to Business
1.1 Invoicing Customers for Accounts Receivable
1.2 Recording Cash Sales
1.3 Accounts Receivable Reports
2.0 Backing Up Your Data
2.1 Creating a QuickBooks.qbb File
2.2 How to Restore Your Data from a .qbb File
3.0 Customizing QuickBooks
3.1 Registering QuickBooks
3.2 Choosing Your Internet Connection Setup
3.3 Setting Your Own Options Via the Preferences Window
3.4 How to Work with the Shortcut Bar and Multiple Windows
3.5 How to Work with the Icon Bar
4.0 Working with Items, Accounts & Vendors
4.1 Working with the Chart of Accounts
4.2 Adding a Petty Cash Account
4.3 Work with Items for Sales/Invoicing
4.4 Working with the Vendor List

QuickBooks Training Phase III - (2 Hours 11 Minutes)
1.0 Customer Payments
1.1 How to View Open Invoice Amounts
1.2 Accounting for Reimbursable Expenses
1.3 Recording Payments Received from Customers
1.4 Recording Grouped Deposits
1.5 Recording Credit Card Payments
1.6 Recording Deposits Received from Credit Card Merchant Transactions
2.0 Entering and Paying Bills
2.1 Working with Accounts Payable
2.2 Paying Bills, Using the write Checks Window, & Printing Your Checks
2.3 Accounting for Vendor discounts
2.4 Keeping a Record of Cash Expenditures
3.0 Using Credit Cards to Pay for Business Expenses
3.1 Creating a Credit Card Account
3.2 Reconciling Your Credit Card Statement & Writing a Check for the Balance Due
4.0 Using QuickBooks Reports
4.1 Generating Profit & Loss Statements
4.2 Using the QuickZoom Feature
4.3 Customizing Reports
4.4 Memorizing & Recalling Reports
4.5 Exporting Reports to Microsoft Excel
4.6 Balance Sheet Reports & Other Reports
4.7 Column Width Adjustments
4.8 Printing Reports
4.9 Running Multiple Reports Simultaneously (Batch Processing)

QuickBooks Training Phase IV - (Approx. 2 Hours)
1.0 Password Security and Multi-User Access
1.1 Using Multi-User Mode
1.2 Setting Up Users and Access Levels
1.3 Using QuickBooks Pro and Premiere in Multi-User Mode
2.0 Classifying Your Transactions
2.1 The Class List
2.2 Using Classes in Transactions
2.3 Using Classes for Reports
2.4 Modifying the Class List
3.0 Automating QuickBooks
3.1 Memorizing Transactions
3.2 Recalling Transactions and Editing Memorized Transactions
3.3 Scheduling Transactions and Using Transaction Groups
4.0 Bank Statement Reconciliation
4.1 Reconciling Items Against Your Bank Statements
4.2 Finalizing and Printing the Reconciliation Report
5.0 QuickBooks Graphs
5.1 Income and Expense Graphs
5.2 Net Worth and Sales Graphs
5.3 Conclusion
6.0 Enhanced Features
6.1 Statement of Cash Flows Report
6.2 Integration with Microsoft Word
6.3 Synchronizing Contacts with Microsoft Outlook or ACT!

QuickBooks Training Phase V - (Approx. 2 Hours)
1.0 Time Tracking
1.1 Weekly Time Sheets and Single Activity Time Cards
1.2 QuickBooks Timer Program
1.3 How to Base Paychecks on Imported Time Sheets
1.4 Invoicing Customers for Hourly Charges Based on Time Sheet Data
2.0 Estimates
2.1 Setting Preferences and Creating Estimates
2.2 Creating a Job Estimate Template
2.3 Converting Estimates Into Invoices & Progress Invoicing
2.4 Conclusion
3.0 Contact & Task Management
3.1 Creating, Printing, Editing, & Deleting To Do List Items
3.2 Working with Customer Notes & To Do List Reminders
4.0 Accountant's Review Features
4.1 Creating an Accountant's Review Copy
4.2 Working with the Accountant's Review Copy
5.0 Customer Service Issues
5.1 Handling Customer Discounts and Down payments
5.2 Issuing Credit Memos and Refunds
5.3 Assessing Finance Charges on Overdue Invoices
6.0 Printer Settings
6.1 Report and Invoice Printer Settings
6.2 Statement and Check Printer Settings & Alignment
7.0 Internet Features
7.1 Setting Up an Internet Connection
7.2 QuickBooks Support and Online Banking Services
7.3 How to Update QuickBooks Via Internet

QuickBooks Training Phase VI - (Approx. 2 Hours)
1.0 Managing Inventory
1.1 Setting Up Inventory Tracking
1.2 Customizing Invoices and Purchase Offers
1.3 Working With Inventory Items and Multiple Price Levels
1.4 Purchase Orders & P.O. Reports
1.5 Receiving Inventory Items and Bills
1.6 Inventory Adjustments
1.7 Inventory Reports
2.0 Sales Tax Issues
2.1 Setting Up Tax Rates and Tax Codes
2.2 Setting Up Customers & Items For Sales Taxes
2.3 The Sales Tax Liability Report & Paying Sales Tax Due
3.0 Payroll Accounting
3.1 Working with Preferences and Default Settings
3.2 The Employee List Window
3.3 QuickBooks Payroll Service Options
3.4 Working With Payroll Items
3.5 Generating Paychecks
3.6 How to Void Paychecks
3.7 Payroll Reports and Analyzing Payroll Data in Microsoft Excel
3.8 How to Pay Payroll Liabilities
3.9 End of Year Reports: Forms 940, 941, and W-2

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Other Titles
QuickBooks 2008
QuickBooks 2007
QuickBooks 2006
QuickBooks 2005
QuickBooks 2004
QuickBooks 2003
QuickBooks 2002