RKG Logo training-ITBiz
RKG Logo
Home Courses Fees Schedule REGISTER NOW Corporate Training Locations
Microsoft Office Tools
Adobe Acrobat Courses
SharePoint Training
Microsoft Dynamics
Social Media Courses
Project Management
Application Devp Tools
Oracle Developer Tools
Data Warehouse & BI
Data Base & System Admin
Programming Languages
Reporting Tools
Networking & Security
Web Technologies
Medical Records
Business Skills
ERP Training
Corporate Training On-Site
Quick Books
Quick Books
Quick Books - Level 1 and 2
Software Version QuickBooks 2007\2008 for Windows
Course Duration 2 Days for the complete course
Course Type Class Room and Instructor-Led On-Line (E-Learning) Hands-On Training
Course Overview This course is designed to use QuickBooks to best meet the needs of your business. The main objective is also to introduce to more of QuickBooks’s features and give an opportunity for hands-on practice. You will learn about how to create reports and graphs and use forms and other QuickBooks accounts. You will examine how to track and pay sales tax using QuickBooks, and also how to do payroll with QuickBooks. By the time you complete the course, you will have a good idea of how an accounting software package can save time and help organize business finances. You will examine some of the more advanced features of QuickBooks to help meet the needs of your business.
Intended Audience for this course This course is designed for a person with no prior knowledge of how to use QuickBooks or someone familiar with the software who wants to learn new features and functionality of this version. This course is also designed for Office Staff, End Users, Office Secretaries, Analysts, IT management and Staff, Business Analysts, Functional Implementers, Project Managers, Students and also those who want to use this Software for managing and organizing their business finances and accounts.
Course Topics
Level 1
Lesson 1: Getting Started

    Topic 1A: Starting QuickBooks
    Topic 1B: Identifying Components of the QuickBooks Operating Environment
    Topic 1C: Opening QuickBooks Centers
    Topic 1D: Opening Other QuickBooks Windows
    Topic 1E: Identifying Common Business Terms
    Topic 1F: Setting Up QuickBooks in Multi-User Mode
    Topic 1G: Exiting QuickBooks

Lesson 2: Setting Up a Company

    Topic 2A: Creating a QuickBooks Company
    Topic 2B: Using the Chart of Accounts
    Topic 2C: Entering Account Opening Balances

Lesson 3: Working with Lists

    Topic 3A: Creating Company Lists
    Topic 3B: Working with the Customers & Jobs List
    Topic 3C: Working with the Employees List
    Topic 3D: Working with the Vendors List
    Topic 3E: Adding Customized Fields
    Topic 3F: Managing Lists

Lesson 4: Setting Up Inventory

    Topic 4A: Entering Products into Inventory
    Topic 4B: Ordering Products
    Topic 4C: Receiving Inventory
    Topic 4D: Paying for Inventory
    Topic 4E: Manually Adjusting Inventory

Lesson 5: Selling Your Product

    Topic 5A: Creating Product Invoices
    Topic 5B: Making Cash Sales

Lesson 6: Invoicing for Services

    Topic 6A: Setting Up a Service Item
    Topic 6B: Changing the Invoice Format
    Topic 6C: Creating a Service Invoice
    Topic 6D: Entering Statement Charges
    Topic 6E: Creating Billing Statements

Lesson 7: Processing Payments

    Topic 7A: Receiving Payments for Invoices
    Topic 7B: Making Deposits
    Topic 7C: Printing Statements

Lesson 8: Working with Bank Accounts

    Topic 8A: Writing a QuickBooks Check
    Topic 8B: Using Bank Account Registers
    Topic 8C: Entering a Handwritten Check
    Topic 8D: Transferring Funds Between Accounts
    Topic 8E: Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills

    Topic 9A: Handling Expenses
    Topic 9B: Using QuickBooks for Accounts Payable
    Topic 9C: Entering Bills
    Topic 9D: Paying Bills

Appendix A: Using the EasyStep Interview

    Topic AA: Using the EasyStep Interview

Appendix B: Using Online Banking

    Topic BA: Setting Up an Internet Connection
    Topic BB: Activating Accounts
    Topic BC: Reading Online Statements
    Topic BD: Creating Online Payments
    Topic BE: Transferring Funds Online
    Topic BF: Canceling Online Payments
    Topic BG: Sending E-mail to Your Financial Institution

Level 2
Lesson 1: Customizing Forms

    Topic 1A: Create a Custom Template
    Topic 1B: Modify a Template
    Topic 1C: Print an Invoice

Lesson 2: Using QuickBooks Accounts

    Topic 2A: Track Credit Card Transactions
    Topic 2B: Work with Asset Accounts
    Topic 2C: Work with Liability Accounts
    Topic 2D: Understand Equity Accounts

Lesson 3: Creating Reports

    Topic 3A: Create QuickReports
    Topic 3B: Modify QuickReports
    Topic 3C: Memorize QuickReports
    Topic 3D: Run Preset Reports
    Topic 3E: Modify Preset Reports
    Topic 3F: Export Reports to Microsoft Excel
    Topic 3G: Print Reports

Lesson 4: Creating Graphs

    Topic 4A: Create Quick Insight Graphs
    Topic 4B: Customize Graphs
    Topic 4C: Print Graphs

Lesson 5: Tracking and Paying Sales Tax

    Topic 5A: Use Sales Tax in QuickBooks
    Topic 5B: Set Up Tax Rates and Agencies
    Topic 5C: Determine the Sales Tax Liability
    Topic 5D: Pay the Tax Agencies

Lesson 6: Doing Payroll with QuickBooks

    Topic 6A: Use Payroll Tracking
    Topic 6B: Set Up for Payroll
    Topic 6C: Set Up Employee Payroll Information
    Topic 6D: Write a Payroll Check
    Topic 6E: Track Tax Liabilities
    Topic 6F: Pay Payroll Taxes

Lesson 7: Keeping Track of the Job

    Topic 7A: Create Job Estimates
    Topic 7B: Work with Estimates
    Topic 7C: Track the Time

Lesson 8: Writing Letters

    Topic 8A: Use the Letters and Envelopes Wizard

Lesson 9: Synchronizing with Contact Management Software

    Topic 9A: Categorize Contact Names in Microsoft Outlook
    Topic 9B: Synchronizing with Microsoft Outlook

Enroll Online   

Live Chat
Enroll Online
Enroll By Fax
Fee & Schedule
Send Message
Follow us on .....
For further information call 949-387-3772 or FAX 949-681-8247 or email to info@SONUtraining.com
SONU Training is the training wing of RKG Technologies Inc
Disclaimer: RKG Technologies is not linked with Microsoft, Oracle, Adobe, IBM or any other software company we provide training
Copyright © 2004 RKG Technologies Inc. All rights reserved.