Intuit QuickBooks 2008 - Intermediate Course Outline

Intuit QuickBooks 2008 - Intermediate

Section 1: Managing Your Business

Lesson 1.1: Performing Basic Transactions, Part One

Setting Up Sales Tax

Opening the Check Register

Entering Details

Recording Deposits

Step-By-Step

Skill Sharpener

Lesson 1.2: Performing Basic Transactions, Part Two

Writing Checks

Using Accounts Receivable

Reconciling Accounts

Memorizing Transactions

Step-By-Step

Skill Sharpener

Lesson 1.3: Paying Bills

Entering Bills

Viewing Past Bills

Searching Bills

Paying Bills

Editing, Deleting, or Voiding a Bill

Step-By-Step

Skill Sharpener

Lesson 1.4: The Loan Manager, Part One

Preparing to Add a Loan

About the Loan Manager

Opening the Loan Manager

Adding a Loan

Step-By-Step

Skill Sharpener

Lesson 1.5: The Loan Manager, Part Two

Viewing the Payment Schedule

Editing a Loan

Using What-If Scenarios

Recording Loan Proceeds

Removing a Loan

Step-By-Step

Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Inventory, Purchase Orders, and Vendor Activities

Lesson 2.1: Working with Inventory

Adding New Inventory

Checking Inventory Status

Adjusting the Quantity on Hand

Using Build Assemblies

Step-By-Step

Skill Sharpener

Lesson 2.2: Using Purchase Orders

Customizing the Purchase Order Form

Creating a Purchase Order

Navigating Through Existing Orders

Memorizing Purchase Orders

Step-By-Step

Skill Sharpener

Lesson 2.3: Finishing Purchase Orders

Checking Your Spelling

Using Print Preview

Printing the Purchase Order

Using the E-mail Options

Step-By-Step

Skill Sharpener

Lesson 2.4: Receiving Inventory

Receiving Inventory with a Bill

Receiving Inventory Without a Bill

Entering Bills Against Inventory

Backorders and Closing Purchase Orders

Creating an Inventory Worksheet

Step-By-Step

Skill Sharpener

Lesson 2.5: Other Vendor Activities

Returning Items to a Vendor

Applying Vendor Credits

About Reimbursable Expenses

Using Vehicle Mileage

Step-By-Step

Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Working with Bank Accounts

Lesson 3.1: Getting Started

Creating a New Bank Account

Transferring Funds to the Account

Making Non-Customer Deposits

The Undeposited Funds Account

Step-By-Step

Skill Sharpener

Lesson 3.2: Petty Cash

Creating a Petty Cash Fund

Funding Petty Cash

Tracking Spending

Step-By-Step

Skill Sharpener

Lesson 3.3: Credit Cards

Understanding Credit Cards and QuickBooks

Setting up a Credit Card as a Liability Account

Setting up a Credit Card as a Vendor

Entering Charges

Paying a Credit Card

Reconciling Credit Cards

Step-By-Step

Skill Sharpener

Lesson 3.4: Working with Online Banking

About Online Banking

Applying for Online Banking

Setting up an Online Account in QuickBooks

Using QuickBooks as a Credit Card Merchant

Step-By-Step

Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Using QuickBooks Reports

Lesson 4.1: Accessing Reports

Using the Report Menu

Opening the Report Center

Understanding the Report Center

Choosing a Category

Opening a Pre-Defined Report

Step-By-Step

Skill Sharpener

Lesson 4.2: Working with Pre-Defined Reports

Choosing Dates and Columns

Changing the Sort Order

Modifying the Header

Modifying the Body

Step-By-Step

Skill Sharpener

Lesson 4.3: Finishing the Report

E-mailing the Report

Printing the Report

Exporting the Report

Memorizing the Report

Step-By-Step

Skill Sharpener

Lesson 4.4: Common Reports

Unbilled Costs by Job

Trial Balance

Balance Sheet

Profit and Loss

Statement of Cash Flow

Step-By-Step

Skill Sharpener

Lesson 4.5: Other Report Tasks

Using QuickZoom to Get Details

Accessing Memorized Reports

Setting Report Preferences

About QuickReports

Using the Learning Center

Step-By-Step

Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Index


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