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Intuit QuickBooks 2008: Expert

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Course description+

Intuit QuickBooks 2008 Expert explores the latest update to a favorite program among accountants and business users. Whether you’re using QuickBooks for the first time, or have been using it for years, this four-level course (written by a QuickBooks ProAdvisor) will help you make the most of QuickBooks 2008’s exciting features.

Highlights of this courseware include complete coverage of the EasyStep Interview, a discussion of online banking with QuickBooks, and an overview of the Business Planner. Participants will also receive daily, weekly, monthly, quarterly, and annual checklists.

System Security

This section will explore how to manage QuickBooks data; set up QuickBooks for multiple users; import, export, back up, and restore files; and create an accountant’s copy.

Advanced Account Tasks

Next, participants will learn how to use asset, liability, and equity accounts; prepare sales tax; and wrap things up at year’s end.

Using the Business Planner

Participants will learn how to use the Business Planner to generate reports, graphs, and a business plan.

Supplemental Checklists

To conclude the course, participants will receive daily, weekly, monthly, quarterly, and annual checklists to help them keep on top of QuickBooks tasks.

As always, all of Velsoft’s courseware and accompanying training material is ready to download and is completely customizable!

Course outline+

Section 1: Working with Payroll and Time Tracking

Lesson 1.1: Payroll Reports

Overview of Reports

Employee QuickReport

Payroll Summary by Employee

Payroll Liability Report

Exporting Data to Excel


Skill Sharpener

Lesson 1.2: Time Tracking, Part 1

Turn On Time Tracking

Using Weekly Timesheets

Entering Single Activities

Viewing Unbilled Time


Skill Sharpener

Lesson 1.3: Time Tracking, Part 2

Invoicing Unbilled Time

Using Online Timesheets

Tracking Time with Outlook

Time Tracking Reports


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: System Security

Lesson 2.1: Protecting Your Data

Backing up Your Company File

Restoring Your Company File

Creating a Portable Company File

Verifying Data

Rebuilding Data

Cleaning Up Data


Skill Sharpener

Lesson 2.2: Setting up Users

Opening the User List

Creating a User

Editing a User

Deleting a User

Changing Passwords

Working in a Multi-User Environment


Skill Sharpener

Lesson 2.3: Working with Files

Importing Files

Exporting Files

Synchronizing Outlook Contacts

Converting from Another Program


Skill Sharpener

Lesson 2.4: The Accountant's Copy

About the Accountant's Copy

Creating an Accountant's Copy

Importing an Accountant's Copy

Canceling an Accountant's Copy

Converting the Accountant's Copy to a QBW File


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Advanced Account Tasks

Lesson 3.1: Asset Accounts

What is an Asset Account?

Creating an Asset Account

Purchasing a Fixed Asset

Viewing the Fixed Asset Item List

Entering Depreciation


Skill Sharpener

Lesson 3.2: Liability and Equity Accounts

Current Term vs. Long Term

Adding Liability Accounts

Recording Investments by Owners

Recording Payments to Owners

Repaying Liabilities


Skill Sharpener

Lesson 3.3: Preparing Sales Tax

Setting Sales Tax Preferences

Viewing the Tax Code List

Setting Tax Codes for Items and Customers

Using Sales Tax Reports

Adjusting Tax Due

Remitting Sales Tax


Skill Sharpener

Lesson 3.4: Year-End Activities

Preparing for Year-End

Preparing for Tax Time

Processing Payroll Forms

Paying Estimated Income Taxes

Closing the Books


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Business Plans

Lesson 4.1: Using the Business Planner

Opening the Business Planner

Understanding the Business Planner Interface

Using the Welcome Screen

Getting Help

Closing the Business Planner


Skill Sharpener

Lesson 4.2: Entering Information

Entering Company Information

Entering Income Details

Entering Expense Details

Completing the Interview


Skill Sharpener

Lesson 4.3: Viewing the Plan

Understanding the Interface

Choosing a Section

Viewing an Example

Using the Topic Guide

Writing Your Plan


Skill Sharpener

Lesson 4.4: Planner Tools

Generating Reports

Generating Graphs

Checking Your Spelling

Setting the Plan Format


Skill Sharpener

Lesson 4.5: Finishing the Plan

Using Print Preview

Printing the Business Plan

Printing the Topic Guide

Backing Up Your Plan

Restoring a Plan


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Section 5: Supplemental Checklists


What you get+

Instructor Guide

Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.

Student Manual

Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be teaching.

Sample Files

Each Velsoft courseware title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners' understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

Powerpoint Deck

Courseware from Velsoft is designed to give you everything you need for use in the classroom or workshop. This includes PowerPoint slides for classroom use, prepared for you in advance.

Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes in two pages the most important elements in each courseware title.

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No annual renewal fees

This course comes with a perpetual license which means once you purchase it you never have to pay anything ever again.



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