Intuit QuickBooks 2008 - Advanced Course Outline

Intuit QuickBooks 2008 - Advanced

Section 1: The Business of Doing Business

Lesson 1.1: Staying Organized

Using the To Do List

Using Reminders

Using the Alerts Manager

Customizing Icons to Daily Tasks


Skill Sharpener

Lesson 1.2: Managing A/P and A/R

Viewing A/P History

Viewing A/R History

Generating A/P Reports

Generating A/R Reports


Skill Sharpener

Lesson 1.3: Class Tracking

Understanding Class Tracking

Turning On and Setting Up Class Tracking

Using Class Tracking

Creating Reports with Class Tracking


Skill Sharpener

Lesson 1.4: Handling NSF Payments

Creating Items for NSF Checks

Recording NSF Fees

Handling Bank Charges for NSF Checks


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Estimates

Lesson 2.1: Creating Estimates

Understanding Estimates

Creating an Estimate

Customizing the Estimate

Viewing and Finding Past Estimates

Modifying Existing Estimates

Duplicating an Estimate


Skill Sharpener

Lesson 2.2: Finishing Estimates

Checking Spelling

Printing the Estimate

E‑mailing the Estimate

Creating an Estimate Letter

Deactivating an Estimate


Skill Sharpener

Lesson 2.3: Changing Estimates to Invoices

Creating an Invoice from an Estimate

Creating a Purchase Order

Estimate Reports


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Budgets, Forecasts, and Projections

Lesson 3.1: Creating a Budget

Opening the Budget Window

Creating a New Budget

Understanding the Budget

Entering Budget Amounts

Saving the Budget

Reopening the Budget


Skill Sharpener

Lesson 3.2: Creating a Forecast

Opening the Forecast Wizard

Creating a Forecast

Understanding the Forecast

Saving the Forecast

Reopening the Forecast


Skill Sharpener

Lesson 3.3: Creating a Cash Flow Projection

Opening the Cash Flow Projector Wizard

Creating a Cash Flow Projection

Understanding the Projection

Saving or Printing the Projection


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Payroll

Lesson 4.1: Configuring Payroll

About Payroll Services

Setting Payroll Preferences

Setting Employee Defaults

Adding Contractors


Skill Sharpener

Lesson 4.2: Working with Payroll

Adding Payroll Items and Accounts

Adding Employee Information

Editing the Employee Information

Marking an Employee as Active or Inactive


Skill Sharpener

Lesson 4.3: Working with Paychecks and Payroll Liabilities

Creating Paychecks

Voiding a Paycheck

Deleting a Paycheck

Tracking and Paying Payroll Liabilities


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions


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