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QuickBooks Basic | Level 1 | Course Info...

Course Duration: 1 Day | Class Time: 9am - 4:30pm | Class Size: 6 Students Max

Training Room Location: Level 1, Opp. Reg. Hosp. Barracks Street Sunyani

Course Materials: As part of the course you will receive many useful resources and learning links to compliment your training and help you stay on track after your course.

Certificates: All students receive a certificate of achievement on completion of their course.

After Course Support: On completion of your course you will be eligible for free email and phone support*, to aid you in the development of your new skills.

FREE Course Resit: We offer you the chance to come back in the future and resit your course for FREE*, so if you want to polish your skills further or just recap on a few things this is a great option.

What you need to bring: Nothing. We supply a PC computer for you to use with all software already installed and have note pads, pens etc in the training room. If you think it would be beneficial to bring some samples of your work that would be great but not essential.

 

Cost: GH¢ ?? +GST

 

 

 

 

 

 

About Our QuickBooks Basic / Intermediate Level 1 Course

Aims of the course

This course aims to introduce people with little or no understanding of the QuickBooks software to the basic and intermediate features of the package.

Course Objectives

On completion of the course students should understand and be able to accomplish basic operations associated with creating, formatting and finishing a QuickBooks processing document ready for distribution. They should also be able to use some of the more advanced QuickBooks Professional applications including:

• Getting Started : Introduction

• Quickly into QuickBooks

• Daily Entry Tasks

• Stuff You Do from Time to Time.

How the course is run

This instructor-led course has a hands-on approach, with plenty of opportunity for students to practise the new skills they learn at the computer.

Pre-requisites

Students attending the course should preferably have a basic understanding of the Windows environment and use of the keyboard and mouse.

 

 

 

COURSE DATES - SYD	MAY	JUN	JUL	AUG	SEP	OCT
QuickBooks Basic/Intermediate Level 1	call	call	call	call	call	call
QuickBooks Basic/Intermediate Level 2	call	call	call	call	call	call
QuickBooks Basic/Intermediate Level 3	call	call	call	call	call	call

 

 

Course Outline

Getting Started : Introduction

• About QuickBooks

• About This Course

• What You Should Not Ignore (Unless You’re a Masochist)

• Three Foolish Assumptions

• How This course Is Organized

• Part I: Quickly into QuickBooks

• Part II: Daily Entry Tasks

• Part III: Stuff You Do from Time to Time

• Part IV: Housekeeping Chores

• Part V: The Part of Tens

• Part VI: Final Part : Conclution

• Conventions Used in This Course

• What You Can Safely Ignore

Quickly into QuickBooks

QuickBooks: The Heart of Your Business

• Why QuickBooks?

• Why you need an accounting system

• What QuickBooks does

• What Explains QuickBooks’ Popularity?

• What’s Next, Dude?

• How to Succeed with QuickBooks

• Budget wisely, Grasshopper

• Don’t focus on features

• Outsource payroll

• Get professional help

• Use both the profit and loss statement and the balance sheet

The Big Setup

• Getting Ready for the QuickBooks Setup

• The big decision

• The trial balance of the century

• The mother of all scavenger hunts

• Stepping through the QuickBooks Setup

• Starting QuickBooks

• Using the Express Setup

• The Rest of the Story

• Should You Get Your Accountant’s Help?

Populating QuickBooks Lists

• The Magic and Mystery of Items

• Adding items you might include on invoices

• Creating other wacky items for invoices

• Editing items

• Adding Employees to Your Employee List

• Customers Are Your Business

• It’s Just a Job

• Adding Vendors to Your Vendor List

• The Other Lists

• The Fixed Asset list

• The Price Level list

• The Billing Rate Levels list

• The Sales Tax Code list

• The Class list

• The Other Names list

• The Sales Rep list

• Customer, Vendor, and Job Types list

• The Terms list

• The Customer Message list

• The Payment Method list

• The Ship Via list

• The Vehicle list
  The Memorized Transaction list

• The Reminders list

• Organizing Lists

• Printing Lists

• Exporting List Items to Your Word Processor

• Dealing with the Chart of Accounts List

• Describing customer balances

• Describing vendor balances

• Camouflaging some accounting goofiness

• Supplying the missing numbers

• Checking your work one more time

Daily Entry Tasks

Creating Invoices and Credit Memos

• Making Sure That You’re Ready to Invoice Customers

• Preparing an Invoice

• Fixing Invoice Mistakes

• If the invoice is still displayed onscreen

• If the invoice isn’t displayed onscreen

• Deleting an invoice

• Preparing a Credit Memo

• Fixing Credit Memo Mistakes

• History Lessons

• Printing Invoices and Credit Memos

• Loading the forms into the printer

• Setting up the invoice printer

• Printing invoices and credit memos as you create them

• Printing invoices in a batch

• Printing credit memos in a batch

• Sending Invoices and Credit Memos via E-Mail

• Customizing Your Invoices and Credit Memos

Reeling In the Dough

• Recording a Sales Receipt

• Printing a Sales Receipt

• Special Tips for Retailers

• Correcting Sales Receipt Mistakes

• Recording Customer Payments

• Correcting Mistakes in Customer Payments Entries

• Making Bank Deposits

• Improving Your Cash Inflow

• Tracking what your customers owe

• Assessing finance charges

• Dealing with deposits

Paying the Bills

• Pay Now or Pay Later?

• Recording Your Bills by Writing Checks

• The slow way to write checks

• The fast way to write checks

• Recording Your Bills the Accounts Payable Way

• Recording your bills

• Entering your bills the fast way

• Deleting a bill

• Remind me to pay that bill, will you?

• Paying Your Bills

• Tracking Vehicle Mileage

• Paying Sales Tax

• A Quick Word on the Vendor Center Window

Inventory Magic

• Setting Up Inventory Items

• When You Buy Stuff

• Recording items that you pay for upfront

• Recording items that don’t come with a bill

• Paying for items when you get the bill

• Recording items and paying the bill all at once

• When You Sell Stuff

• How Purchase Orders Work

• Customizing a purchase order form

• Filling out a purchase order

• Checking up on purchase orders

• Receiving purchase order items

• Assembling a Product

• Identifying the components

• Building the assembly

• Time for a Reality Check

• Dealing with Multiple Inventory Locations

• Manually keep separate inventory-by-location counts

• Use different item numbers for different locations

• Upgrade to QuickBooks Enterprise Solutions

• The Lazy Person’s Approach to Inventory

• How periodic inventory systems work in QuickBooks

• The good and bad of a periodic inventory

Keeping Your Checkbook

• Writing Checks

• Writing checks from the Write Checks window

• Writing checks from the register

• Changing a check that you’ve written

• Packing more checks into the register

• Depositing Money into a Checking Account

• Recording simple deposits

• Depositing income from customers

• Transferring Money between Accounts

• Setting up a second bank account

• Recording deposits into the new account

• About the other half of the transfer

• Changing a transfer that you’ve already entered

• Working with Multiple Currencies

• To Delete or to Void?

• Handling NSF Checks from Customers

• The Big Register Phenomenon

• Moving through a big register

• Finding that darn transaction

Paying with Plastic

• Tracking Business Credit Cards
  Setting up a credit card account

• Selecting a credit card account so that you can use it

• Entering Credit Card Transactions

• Recording a credit card charge

• Changing charges that you’ve already entered

• Reconciling Your Credit Card Statement and Paying the Bill

• So What about Debit Cards?

• So What about Customer Credit Cards?

Stuff You Do from Time to Time

Printing Checks

• Getting the Printer Ready
  Printing a Check

• A few words about printing checks

• Printing a check as you write it

• Printing checks by the bushel

• What if I make a mistake?

• Oh where, oh where do unprinted checks go?

• Printing a Checking Register

Payroll

• Getting Ready to Do Payroll without Help from QuickBooks

• Doing Taxes the Right Way

• Getting an employer ID number

• Signing up for EFTPS

• Employees and employers do their part

• Getting Ready to Do Payroll with QuickBooks

• Paying Your Employees

• Paying Payroll Liabilities

• Paying tax liabilities if you use the

• full-meal-deal Payroll service

• Paying tax liabilities if you don’t use

• the full-meal-deal Payroll service

• Paying other nontax liabilities

• Preparing Quarterly Payroll Tax Returns

• Using the QuickBooks full-meal-deal Payroll service

• Using the other QuickBooks Payroll services

• Filing Annual Returns and Wage Statements

• Using the QuickBooks full-meal-deal Payroll service

• Using the QuickBooks economy Payroll services

• The State Wants Some Money, Too

Building the Perfect Budget

• Is This a Game You Want to Play?

• All Joking Aside: Some Basic Budgeting Tips

• A Budgeting Secret You Won’t Learn in College

• Setting Up a Secret Plan

• Adjusting a Secret Plan

• Forecasting Profits and Losses

• Projecting Cash Flows

• Using the Business Planner Tools

Online with QuickBooks

• Doing the Electronic Banking Thing

• So what’s the commotion about?

• A handful of reasons not to bank online

• Making sense of online banking

• Signing up for the service241

• Making an online payment

• Transferring money electronically

• Changing instructions

• Transmitting instructions

• Message in a bottle

• A Quick Review of the Other Online Opportunities