QuickBooks Pro 2004 Training on CD-ROM - Single User

Over 10 hours of instruction covering dozens of topics including…

QuickBooks vs. Quicken
Purchase Orders
Reports
Companies, Customers, & Jobs
Restoring Data
Working with Items, Accounts, & Vendors
Customer Payments
Chart of Accounts
Automating QuickBooks
Graphs
Time Tracking
Managing Inventory & Multiple Price Levels
Working with Payroll Items
Many more...

Trainer Bio: Dan Balter is the Chief Technology Officer for InfoTechnology Partners, Inc. and works as an independent consultant and trainer for both corporate and government clients. He has worked with several different network operating systems throughout his 18-year career. Dan takes pride in turning complex, technical topics into easy-to-understand concepts. He also has extensive experience in integrating tax and accounting software with PC networks, has authored over 250 training videos and co-authors several books.

Phase I

1.0 Introduction
1.1 Overview of Quickbooks
1.2 Installing QuickBooks
1.3 Starting QuickBooks
1.4 Starting the QuickBooks Account Cycle: Creating an Invoice
1.5 Purchase Orders
1.6 Writing Checks
1.7 Recording Customer Payments
1.8 QuickBooks Reports
1.9 Behind the Scenes: QuickBooks Register and Lists
2.0 Navigating around QuickBooks
2.1 Navigation Bar, Menu Bar, Keyboard Shortcuts
2.2 QuickBooks Help
3.0 Setting Up Your Business
3.1 Converting from QuickBooks Previous Versions
3.2 Creating a New Company
3.3 Adding Customers & Jobs
3.4 Converting from Quicken to QuickBooks

Phase II

1.0 Getting Down to Business
1.1 Invoicing Customers for Accounts Receivables
1.2 Recording cash sales
1.3 Accounts Receivable Reports
2.0 Backing Up Your Data
2.1 Creating a QuickBooks .qbb file
2.2 How to Restore Your Data From a .qbb file
2.3 Automatic Backup
3.0 Customizing QuickBooks
3.1 Registering QuickBooks
3.2 Choosing Your Internet Connection Setup
3.3 Setting your Own Options Via The Preferences Window
3.4 How to Work With The Shortcut Bar and Multiple Windows
3.5 How to work with the Icon Bar
4.0 Working with Items, Accounts, and Vendors
4.1 Working with the Chart of Accounts
4.2 Adding a Petty Cash Account
4.3 Working with Items for Sales and Invoicing
4.4 Working With the Vendor List
4.5 Conclusion

Phase III

1.0 Customer Payments
1.1 How to View Open Invoice Amounts
1.2 Using QuickZoom Feature
1.3 Recording Payments Received from Customers
1.4 Recording Grouped Deposits
1.5 Recording Credit Card Payments
1.6 Recording Deposits Received from Credit Card Merchant Transactions
2.0 Entering and Paying Bills
2.1 Working with Accounts Payable
2.2 Paying Bills Using the Write Checks Window and Printing Checks
2.3 Accounting for Vendor Discounts
2.4 keeping a Record of Cash Expenditures
3.0 Using Credit Cards to Pay Business Expenses
3.1 Creating a Credit Card Account
3.2 Reconciling Your Credit Card Statement and Writing Checks for Balance Due
4.0 Using QuickBooks Reports
4.1 Generating Profit and Loss Statements
4.2 Using the QuickZoom Feature
4.3 Customizing Reports
4.4 Memorizing and Recalling Reports
4.5 Exporting Reports to Microsoft Excel
4.6 Balance Sheet Reports and Other Reports
4.7 Column Width Adjustments
4.8 Printing Reports
4.9 Running Multiple Reports Simultaneously

Phase IV

1.0 Password Security and Multi-User Access
1.1 Using Multi-User Mode
1.2 Setting Up Users and Access Levels
1.3 Using QuickBooks Pro and Premiere in Multi-User Mode
2.0 Classifying Your Transactions
2.1 The Class List
2.2 Using Classes in Transactions
2.3 Using Classes for Reports
2.4 Modifying the Class List
3.0 Automating QuickBooks
3.1 Memorizing Transactions
3.2 Recalling Transactions and Editing Memorized Transactions
3.3 Scheduling Transactions and Using Transaction Groups
4.0 Bank Statement Reconciliation
4.1 Reconciling Items Against Your Bank Statements
4.2 Finalizing and Printing the Reconciliation Report
5.0 QuickBooks Graphs
5.1 Income and Expense Graphs
5.2 Net Worth and Sales Graphs
5.3 Conclusion
6.0 Enhanced Features
6.1 Statement of Cash Flows Report
6.2 Integration with Microsoft Word
6.3 Synchronizing Contacts with Microsoft Outlook or ACT!

Phase V

1.0 Time Tracking
1.1 Weekly Time Sheets and Single Activity Time Cards
1.2 QuickBooks Timer Program
1.3 How to Base Paychecks on Imported Time Sheets
1.4 Invoicing Customers for Hourly Charges Based on Time Sheet Data
2.0 Estimates
2.1 Setting Preferences and Creating Estimates
2.2 Creating a Job Estimate Template
2.3 Converting Estimates Into Invoices & Progress Invoicing
2.4 Conclusion
3.0 Contact & Task Management
3.1 Creating, Printing, Editing, & Deleting To Do List Items
3.2 Working with Customer Notes & To Do List Reminders
4.0 Accountant's Review Features
4.1 Creating an Accountant's Review Copy
4.2 Working with the Accountant's Review Copy
5.0 Customer Service Issues
5.1 Handling Customer Discounts and Down payments
5.2 Issuing Credit Memos and Refunds
5.3 Assessing Finance Charges on Overdue Invoices
6.0 Printer Settings
6.1 Report and Invoice Printer Settings
6.2 Statement and Check Printer Settings & Alignment
7.0 Internet Features
7.1 Setting Up an Internet Connection
7.2 QuickBooks Support and Online Banking Services
7.3 How to Update QuickBooks Via Internet

Phase VI

1.0 Managing Inventory
1.1 Setting Up Inventory Tracking
1.2 Customizing Invoices and Purchase Offers
1.3 Working With Inventory Items and Multiple Price Levels
1.4 Purchase Orders & P.O. Reports
1.5 Receiving Inventory Items and Bills
1.6 Inventory Adjustments
1.7 Inventory Reports
2.0 Sales Tax Issues
2.1 Setting Up Tax Rates and Tax Codes
2.2 Setting Up Customers & Items For Sales Taxes
2.3 The Sales Tax Liability Report & Paying Sales Tax Due
3.0 Payroll Accounting
3.1 Working with Preferences and Default Settings
3.2 The Employee List Window
3.3 QuickBooks Payroll Service Options
3.4 Working With Payroll Items
3.5 Generating Paychecks
3.6 How to Void Paychecks
3.7 Payroll Reports and Analyzing Payroll Data in Microsoft Excel
3.8 How to Pay Payroll Liabilities
3.9 End of Year Reports: Forms 940, 941, and W-2"