LearnKey Training

QuickBooks 2011 Course

QuickBooks 2011 Course

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QuickBooks 2011 Course

4 Sessions -
10 Hours of Interactive Training

LearnKey's QuickBooks Certified User course is designed to help individuals prepare for the Intuit QuickBooks Certified User exam from Certiport. In this course, you will learn how to perform essential tasks within QuickBooks, such as managing lists, items, sales, purchases, and payroll. You will also learn how to customize QuickBooks to fit your individual business needs and create reports detailing your business's financial stability. The material in this course is presented in a way that makes it very easy to understand and apply in the real world. It is recommended that a typical candidate for this course have some basic knowledge of accounting principles.

Benefits
  • Learn and understand items and list management within QuickBooks
  • Learn how to manage sales and purchases, including sales tax and employee payroll
  • Gain an understanding of accounting reports and basic accounting principles

About The Author
With an Associate’s Degree in Accounting and Bachelors in Education from Regis University, Mary Janousek combines her love for bookkeeping and accounting with her passion to teach as the leading QuickBooks consultant for one of the largest accounting firms in the state of Wyoming. With over eight years of experience working with QuickBooks and certified as a QuickBooks ProAdvisor for four years, she provides on-site consulting and training to assist both small and large businesses in setting up, customizing, and operating all QuickBooks versions to its fullest potential. In addition, Mary provides a full range of bookkeeping and accounting services for all industry types, including Retail, Construction, Manufacturing, Transportation, Agricultural, Medical, Legal, Non-Profit organizations, and many more!

Session 1

Section A: Getting Started

  • Learning Objectives
  • Converting Previous Version Data
  • Creating New Company
  • Customizing QuickBooks
  • Setting a Start Date
  • Income/Expense Accounts

Section B: QuickBooks Setup

  • Adding Bank Accounts
  • Other QuickBooks Setup Tasks
  • Customer Center: Adding Customers
  • Vender Center: Adding Vendors
  • Getting Started with Items

Section C: General Product Knowledge

  • Section Overview
  • Versions and Editions
  • QuickBooks Navigation and Backup
  • Creating a Backup
  • Automatic Backup Options
  • Restoring a Data File

Section D: Customizing QuickBooks

  • Determining Release Number/Version
  • Updating QuickBooks
  • Single-User vs. Multi-User Mode
  • QuickBooks Password Considerations
  • Setting Up Users and Passwords
  • Customizing QuickBooks Preferences

Section E: List Management

  • Using QuickBooks Lists
  • Chart of Accounts
  • Creating a New Account
  • Adding/Editing Customers
  • Adding/Editing Employees
  • Set Up Employee Taxes
  • Defining Employment Information
  • Sick/Vacation/Direct Deposit
  • Adding/Editing Vendors
  • Merging List Items
  • Deleting List Items

Session 2

Section A: Working with Items

  • Items
  • Item Types
  • Item Scenarios
  • Scenario 1: Setting Standard Pricing
  • Scenario 2: Fixed Percentage Price Level
  • Scenario 3: Per Item Price Level
  • Associating Lists: Customers

Section B: Working with Sales

  • The Sales Workflow
  • Invoice/Receipts/Statements/Memos
  • Invoicing
  • Accounts Receivable
  • Sales Receipts
  • Receiving Payments
  • Applying Credits
  • Making Deposits
  • Bounced Checks

Section C: Working with Purchases

  • Vendor Center
  • The Purchase Workflow
  • Accounts Payable/Vendor Credits
  • Inventory/Sales Tax
  • Entering Bills
  • Paying Bills
  • Payment Summary
  • Accounts Payable
  • Vendor Credits
  • Applying Vendor Credits

Section D: Working with Inventory

  • Enabling Inventory Preferences
  • Purchase Orders
  • Receive Inventory
  • Writing Checks
  • Credit Cards
  • Debit Cards

Session 3

Section A: Working with Sales Tax

  • Sales Tax Considerations
  • Setting Up Sales Tax
  • Determining Taxable Items
  • Applying Tax to Customers
  • Applying Tax to Items
  • Sales Tax Payable Register
  • Sales Tax Liability Report
  • Make Sales Tax Payments

Section B: Reconciliation

  • Beginning the Reconciliation Process
  • Marking Checks and Payments
  • Reconciliation Reports

Section C: Payroll

  • Payroll Overview
  • Payroll Service Types
  • Payroll Setup Considerations
  • Tracking Time
  • Payroll Schedules
  • Payroll Liabilities and Forms

Section D: Payroll Setup Wizard

  • Setting Up Payroll
  • Employee Benefits
  • Employee Setup
  • Company Payroll Setup
  • Year-to-Date Payroll

Session 4

Section A: Tracking Time/Running Payroll

  • Entering Time Options
  • Weekly Timesheet
  • Single Date Timesheet
  • Tracking Time via Invoicing
  • Add/Edit Payroll Schedule
  • Assign Payroll Schedules to Employees
  • Run a Payroll
  • Preview Paycheck Detail
  • Review and Create Paychecks
  • Manually Print Paychecks
  • Payroll Liabilities Report
  • Paying Payroll Liabilities
  • Prepare/Complete Payroll Forms
  • Form 941 Interview
  • Form W-2/W-3 Interview

Section B: Reports

  • QuickBooks Reports Considerations
  • Report Categories
  • Using the Report Center
  • Processing Multiple Reports
  • Export Reports to Excel
  • Customize/Modify Reports
  • Filtering Reports
  • Memorizing Reports
  • Create/Memorize a QuickReport

Section C: Basic Accounting

  • Basic Accounting Terminology
  • Financial Statements
  • Cash vs. Accrual
  • Cash/Accrual Report Basis
  • Making Journal Entries
  • Setting a Closing Date

Section D: Saving Time and Shortcuts

  • Multiple Users/Accounts
  • Adding/Granting User Access
  • Custom Fields
  • Creating Custom Fields
  • Custom Item Fields
  • Customizing Invoices
  • Invoice Templates
  • Invoice Customization
  • Previewing Changes
  • Additional Options
  • Invoice Designs Online