QuickBooks® 2010 for Windows: Advanced

Course Specifications

Course number: 084748
Course length: 1.0 day(s)

Course Description

Course Objective: You 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.

Target Student: This course is designed for users or accounting professionals who want to employ the advanced productivity and creative features of QuickBooks 2010.

Prerequisites: To ensure successful completion of QuickBooks 2010, students need to have a basic understanding of the computer operating system. It is highly recommended that students take the QuickBooks® 2010 for Windows: Introduction course, or have equivalent knowledge.

Hardware Requirements

For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware requirements.

Software Requirements

Each computer requires the following software:

Course Objectives

Upon successful completion of this course, students will be able to:

Course Content

Lesson 1: Creating Estimates

Topic 1A: Prepare an Estimate
Topic 1B: Convert an Estimate into an Invoice
Topic 1C: Customize an Invoice
Lesson 2: Recording Business Assets and Liabilities

Topic 2A: Examine the Online Banking Features
Topic 2B: Record Credit Card Charges
Topic 2C: Record Depreciation on Fixed Assets
Topic 2D: Record and Calculate Loan Accounts
Lesson 3: Processing Sales Tax

Topic 3A: Set Up Sales Tax Items
Topic 3B: Identify Taxable Items
Topic 3C: Apply Sales Tax to Product Sales
Topic 3D: Pay Sales Tax
Lesson 4: Creating and Modifying Reports

Topic 4A: Create and Modify a QuickReport
Topic 4B: View Preset Reports
Topic 4C: Display and Customize a Graph
Lesson 5: Processing Payroll Manually

Topic 5A: Set Up QuickBooks Payroll
Topic 5B: Add Employee Payroll Information
Topic 5C: Process Payroll
Topic 5D: Make Payroll Tax Payments
Topic 5E: Track Time
Lesson 6: Examining Accuracy of Data

Topic 6A: Create a User Profile for an External Accountant
Topic 6B: Find and Fix Errors
Lesson 7: Integrating Other Applications with QuickBooks

Topic 7A: Compose and Send Letters to Customers
Topic 7B: Synchronize QuickBooks Data with Microsoft Outlook
Topic 7C: Export Reports to Microsoft Excel