SALESFORCE LEVEL 1
Upon successful completion of this course, students will be able to:
explore the QuickBooks interface and access the QuickBooks centers available in QuickBooks 2010 to familiarize yourself with the application.
set up a company and update the Chart of Accounts using the EasyStep Interview Wizard feature.
build and manage lists using the options available in the QuickBooks centers.
manage inventory using the options in the Vendor Center.
record a product sale in QuickBooks using the options in the Customer Center.
create invoice for services using the options in the Vendors Center.
work with bank accounts using the options provided in the Banking section of the QuickBooks interface.
Lesson 1: Creating Estimates
Topic 1A: Prepare an Estimate
Topic 1B: Convert an Estimate into an Invoice
Topic 1C: Customize an Invoice
Lesson 2: Recording Business Assets and Liabilities
Topic 2A: Examine the Online Banking Features
Topic 2B: Record Credit Card Charges
Topic 2C: Record Depreciation on Fixed Assets
Topic 2D: Record and Calculate Loan Accounts
Lesson 3: Processing Sales Tax
Topic 3A: Set Up Sales Tax Items
Topic 3B: Identify Taxable Items
Topic 3C: Apply Sales Tax to Product Sales
Topic 3D: Pay Sales Tax
Lesson 4: Creating and Modifying Reports
Topic 4A: Create and Modify a QuickReport
Topic 4B: View Preset Reports
Topic 4C: Display and Customize a Graph
Lesson 5: Processing Payroll Manually
Topic 5A: Set Up QuickBooks Payroll
Topic 5B: Add Employee Payroll Information
Topic 5C: Process Payroll
Topic 5D: Make Payroll Tax Payments
Topic 5E: Track Time
Lesson 6: Examining Accuracy of Data
Topic 6A: Create a User Profile for an External Accountant
Topic 6B: Find and Fix Errors
Lesson 7: Integrating Other Applications with QuickBooks
Topic 7A: Compose and Send Letters to Customers
Topic 7B: Synchronize QuickBooks Data with Microsoft Outlook
Topic 7C: Export Reports to Microsoft Excel
Convenience and Quality instruction is our goal at John Mason Institute.
Live in person instructor at our classroom or remote instruction in the traditional classroom style
Remote one on one instruction for your convenience with our top quality teachers.
Instruction with a very flexible schedule
Do you need a class date and time not on the schedule or prefer the instruction be done at your location? Then please contact us and we work very hard to meet your needs.