QuickBooks 2010


Topic-Level Outline

                         Days:  1

          Prerequisites:  Prerequisite or equivalent experience

                         Unit 1 :  Getting started

                               Topic A: 0  Introducing QuickBooks 2010

                               A-1:                               Starting QuickBooks and viewing a sample file

                               A-2:                               Exploring the QuickBooks desktop

                               A-3:                               Opening a company file

                               Topic B: 0  Getting help and closing QuickBooks

                         B-1:                         Accessing Live Community

                         B-2:                         Using the QuickBooks Learning Center

                         B-3:                         Using the QuickBooks Help window

                         B-4:                         Closing QuickBooks

                         Unit 2 :  Setting up a new company

                               Topic A: 0  Using the EasyStep Interview

                               A-1:                               Starting the EasyStep Interview

                               A-2:                               Entering company information and saving your file

                               A-3:                               Customizing QuickBooks for your business

                               A-4:                               Specifying a start date and bank account

                               A-5:                               Completing the EasyStep Interview

                               Topic B: 0  Using the Chart of Accounts

                         B-1:                         Exploring the Chart of Accounts

                         B-2:                         Adding credit card and income accounts

                         B-3:                         Adding an outstanding loan balance

                         B-4:                         Editing an account

                         B-5:                         Deleting an account and making an account inactive

                         B-6:                         Applying account numbers

                         Unit 3 :  Working with centers and lists

                               Topic A: 0  Managing customers, vendors, and employees

                               A-1:                               Adding a customer to the Customer Center

                               A-2:                               Creating a customer type

                               A-3:                               Adding a job

                               A-4:                               Adding a vendor with an opening balance

                               A-5:                               Creating a vendor type

                               A-6:                               Adding a note

                               A-7:                               Adding an employee to the Employee Center

                               Topic B: 0  Working with the Item List

                               B-1:                               Adding a non-inventory item

                               B-2:                               Adding an inventory item

                               B-3:                               Grouping items

                               Topic C: 0  Adding custom fields

                         C-1:                         Creating a custom field

                         Unit 4 :  Working with business forms

                               Topic A: 0  Invoices and credit memos

                               A-1:                               Preparing an invoice

                               A-2:                               Modifying an invoice

                               A-3:                               Printing an invoice

                               A-4:                               Creating and previewing a custom invoice form

                               A-5:                               Preparing a credit memo

                               Topic B: 0  Sales receipts and customer payments

                               B-1:                               Preparing and printing a sales receipt

                               B-2:                               Recording a customer payment and applying a credit

                               B-3:                               Depositing payments in your checking account

                               Topic C: 0  Purchase orders and inventory

                               C-1:                               Preparing a purchase order

                               C-2:                               Entering items into inventory

                               Topic D: 0  Finding information quickly

                         D-1:                         Using QuickFilter

                         D-2:                         Using the Find window

                         Unit 5 :  Banking and billing activities

                               Topic A: 0  Writing and printing checks

                               A-1:                               Using the Write Checks window

                               A-2:                               Writing checks from a checking account register

                               A-3:                               Printing checks

                               Topic B: 0  Managing bank account transactions

                               B-1:                               Transferring funds between accounts

                               B-2:                               Editing transactions

                               B-3:                               Voiding and deleting transactions

                               B-4:                               Reconciling a checking account

                               Topic C: 0  Entering and paying bills

                               C-1:                               Using the Enter Bills window

                               C-2:                               Entering bills in the Accounts Payable register

                               C-3:                               Paying bills

                               Topic D: 0  Introduction to payroll

                         D-1:                         Exploring the payroll service options

                         Unit 6 :  Reporting and budgeting

                               Topic A: 0  Generating reports

                               A-1:                               Using the QuickReport and QuickZoom features

                               A-2:                               Using the Report Center

                               A-3:                               Modifying a report

                               A-4:                               Memorizing a report

                               A-5:                               Printing a report

                               Topic B: 0  Using Company Snapshot

                               B-1:                               Customizing the Company Snapshot window

                               Topic C: 0  Setting up budgets

                         C-1:                         Creating a budget

                         C-2:                         Editing a budget

                         C-3:                         Viewing budget reports

                         Unit 7 :  Protecting and backing up data

                               Topic A: 0  Protecting and sharing data

                               A-1:                               Setting an administrator password

                               A-2:                               Specifying a closing date

                               A-3:                               Setting up users and passwords

                               A-4:                               Switching between single- and multi-user modes

                               A-5:                               Deleting users and removing passwords

                               Topic B: 0  Backing up data

  B-1:  Backing up your company file

  B-2:  Restoring your company file from a backup