Quickbooks Pro 2007 is small business accounting software. With Quickbooks, you can manage your customers, vendors, and employee accounting needs.
In this course, you can learn the basics of Quickbooks 2007 such as how to use the interface, setup your companies, use lists, work with inventory, sell your products, invoice customers, process accounts receivable, work with bank accounts, and accounts payable.
In the advanced level, you can learn additional features such as customizing Quickbooks, working with various Quickbooks accounts, creating reports, creating and use graphs, dealing with taxes, payroll, tracking jobs, writing letters, and synchronizing with client management software.
Course Outline - QuickBooks Pro 2007 Training:
QuickBooks Professional 2007 Basic
Getting Started Using QuickBooks 2007
- How to Start QuickBooks
- Exploring the QuickBooks Interface
- How to Open Additional QuickBooks Windows
- Basic Business Terminology
- How to Setup QuickBooks for Multiple Users
Setting Up Companies in QuickBooks
- How to Setup a QuickBooks company
- Working with the Chart of Accounts
- How to Enter an Opening Balance in Your Accounts
Using Lists in QuickBooks
- Working with Company Lists
- Working with Customers and Jobs Lists
- Using the Employees and Vendors List
- How to Add Customized Fields
- List Management Techniques
Working with Inventory
- How to Enter Products into Your Inventory
- How to Order Items and Products
- How to Receive Items and Products into your Inventory
- How to Pay for Inventory
- How to Make Manual Inventory Adjustments
How to Sell Your Product
- How to Create a Product Invoice
- Working with Cash Sales
- Tracking the Chart of Accounts
Invoicing for Services from QuickBooks
- How to Setup Service Items in QuickBooks
- How to Create a Service Invoice
- How to Enter Statement Charges
Processing Your Received Payments
- What to Do When You Receive Payments for Invoices
- How to Make a Deposit
Bank Accounts
- How to Write Checks from QuickBooks
- How to Enter Handwritten Checks Into Your Register
- How to Transfer Funds Between Accounts
- How to Reconcile Your Checking Accounts
Entering and Paying Bills in QuickBooks
- How to Enter Bills
- How to Pay Bills
- How to Print Checks
QuickBooks Professional 2007 Advanced
Customizing QuickBooks Forms
- Creating Invoice Templates and Logos
- Modifying Templates
- Printing Invoices
- Emailing Invoices
Working with Various QuickBooks Accounts
- Tracking Credit Card Transactions
- Working with Asset Accounts
- Working with Liability Accounts
- Exploring Equity Accounts
Creating Reports
- Creating QuickReports
- Modifying QuickReports
- Launching QuickBook’s Preset Reports
- Modifying Existing Preset Reports
- Exporting Reports to Excel spreadsheets
- Printing Reports
Creating and Using Graphs
- Creating QuickInsight Graphs
- Customizing Your QuickBooks Graphs
- Printing Your Graphs
Dealing with Sales Tax: How to Track and Pay Sales Tax
- Working with Sales Tax in QuickBooks
- Setting up Tax Rates and Tax Agencies
- Creating a Taxable Invoice
- Determining Your Sales Tax Liability
- Paying Various Tax Agencies
Using QuickBooks for Payroll
- Using QuickBooks for Payroll
Tracking Jobs
- Creating Job Estimates
- Working with Job Estimates
- Using Weekly Timesheet
- Creating Customer Invoice from Time Tracking
Writing Letters in QuickBooks
- Creating a Customer Letter
Synchronizing QuickBooks Data with Contact Management Software
- Categorizing Contact Names in MS Outlook
- Synchronizing with MS Outlook