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QuickBooks Premier 2002 Inventory


Course Outline

Course Description
Computrain's QuickBooks Premier 2002 training modules provide comprehensive learning tools to help you fully utilize the features and benefits of this powerful QuickBooks product. We'll take you step by step through the QuickBooks setup. You'll learn how QuickBooks handles cash and credit sales, tracks customer payments, expenses and liabilities. We'll also show you how to fully take advantage of QuickBooks improved customer payment tracking. You'll also learn how to create purchase orders, track inventory, use time & billing tracking and create invoices with one click. We'll show you how to print your financial information using the QuickBooks custom reporting. All of this and more is available on 5 cd-roms; beginner, intermediate, advanced, inventory management, payroll, time tracking and special features.

Course Sets - Single User License *

(*) Please Email sales@computrainsolutions.com if you have question regarding to our multi-user licensing for this course or check our FAQ on the left menu.

Detailed Course Outlines:
Beginning ( 2Hrs 7 Mins)
1.0

Introduction

1.1

Overview of different Quickbook versions

1.2

Installing QuickBooks for the First Time

1.3

Starting QuickBooks

2.0

Setting Up Your Business

2.1

Sample Company

2.2

Converting from QuickBooks Previous Versions

2.3

Converting from Quicken to QuickBooks

2.4

Creating a Simple New Company

2.5

Easy Step Interview

3.0

Navigating Around QuickBooks

3.1

Navigation Bar

3.2

The Menu Bar & Keyboard Shortcuts

3.3

QuickBooks Help

4.0

Getting Down to Business

4.1

Behind the Scenes: the QuickBooks Register & Lists

4.2

Adding Customers & Jobs

4.3

Invoicing Customers for Accounts Receivable

4.4

Recording Cash Sales

4.5

Recording Credit Card Sales

4.6

Recording Customer Payments

4.7

Purchase Orders

4.8

Writing Checks

4.9

QuickBooks Reports

5.0

Backing Up Your Data

5.1

Creating a QuickBooks.qbb File

5.2

How to Restore Your Data from a .qbb File

Intermediate QuickBooks 2002( 1Hr 50 Mins)
1.0

Customizing QuickBooks (55:22 Mins)

1.1

Setting Your Own Options Via the Preferences Menu

2.0

Working with Items, Accounts & Vendors (18:56 Mins)

2.1

Working with the Chart of Accounts

2.2

Adding a Petty Cash Account

2.3

Working with Items for Sales/Invoicing

2.4

Working with the Vendor List

3.0

Customer Payments (16:25 Mins)

3.1

How to View Open Invoice Amounts

3.2

Accounting for Re-imbursement Expenses

3.3

Recording Payments Received from Customers

3.4

Recording Grouped Deposits

3.5

Recording Payments Received from Credit Card Companies

4.0

Entering & Paying Bills (12:21 Mins)

4.1

Working with Accounts Payable

4.2

Paying Bills, the Write Checks Window & Printing Your Checks

4.3

Keeping a Record of Cash Expenditures

5.0

Using Credit Cards to Pay for Business Expenses (7 min)

5.1

Creating a Credit Card Account

5.2

Reconciling the Account with Your Credit Card Statement

5.3

How QuickBooks will Write a Check to Pay Your Credit Card Bill

Advanced QuickBooks 2002 (1Hr 23 Mins)
1.0

Using QuickBooks Reports

1.1

Profit & Loss Statements

1.2

Balance Sheet Reports

1.3

Statement of Cash Flow's Report

1.4

Quick Zoom Feature

1.5

Customizing Reports

1.6

Column width Adjustments

1.7

Memorize, Recall & Exporting

2.0

Password Security & Multi-User Access

2.1

Establish Users & Access Levels

2.2

Using QuickBooks Pro In Multi-User Server Mode

3.0

Classifying Your Transactions

3.1

The Class List

3.2

Using Classes in Transactions & Reports

4.0

Automating QuickBooks

4.1

Memorization

4.2

Use Transaction Groups

5.0

Bank Statement Reconciliation

5.1

Reconciliation

6.0

QuickBooks Graphs

6.1

Income & Expense Graphs

7.0

Enhanced Features

7.1

Displaying Dates as 4 Digits & Printing Deposit Slips

7.2

Enhanced Printing Options

7.3

Integrating with Word

7.4

Synchronizing Contacts with MS Outlook

Inventory Management & Payroll ( 1 Hrs 48 Mins)
1.0

Managing Inventory (33 Mins)

1.1

Setup Inventory Tracking

1.2

Customize P.O.'s

1.3

Inventory Items

1.4

P.O. Reports

1.5

Receive Inventory & Bills for Inventory

1.6

Inventory Adjustments

1.7

Inventory Reports

2.0

Sales Tax Issues (11 Mins)

2.1

Set up Tax Rates & Taxing Authorities

2.2

Specify Which Items & Which Customers & Applying Sales Tax

2.3

View Sales Tax Liability Report & Pay Sales Tax

3.0

Payroll Accounting (1 hr 4 Mins)

3.1

Preferences & Setting Defaults

3.2

QuickBooks Payroll Services

3.3

Payroll Set up

3.4

The Employee List Window

3.5

Payroll Items

3.6

Setting up Balances

3.7

Generate Pay Checks

3.8

Paying Payroll Liabilities

3.9

EOY Processing Forms 940, 941, W-2 Forms

Time Tracking & Special Features (1 Hr 29 Mins)
1.0

Time Tracking

1.1

Turn on Time Tracking

1.2

Using QuickBooks Timesheets

1.3

QuickBooks Timer Program

1.4

How to Base Pay Checks on Imported Timer Time Sheets

1.5

Invoicing Customers for Hourly Charges based on Time

2.0

Estimates

2.1

Setting Preferences for Jobs & Estimates

2.2

Creating a Job Estimate Template

2.3

How to Convert Estimates Into Invoices

3.0

Contact & Task Management

3.1

Creating, Editing & Deleting to do Items

3.2

Print out the To Do List

3.3

Customer Notes

3.4

How Reminders are Created

4.0

Accountant's Review Feature

4.1

Create Accountant's Review Copy

4.2

Work with Accountant's Review Copy

4.3

How to Export & Import Accountant's Changes

5.0

Customer Service Issues

5.1

Handling Customer Discounts & Down or Pre-Payments

5.2

Credit Memo's & Refunds

5.3

How to Asses Financial Charges on Overdue Invoices

6.0

Printing & Custom Form Templates

6.1

Report Printer Settings

6.2

How to Modify & Create Forms Templates

7.0

Internet Features

7.1

Setting up an Internet Connection

7.2

Browsing Intuit's Financial Web Sites

7.3

How to Update QuickBooks Over the Internet

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