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QuickBooks Pro 2003

Print Version

Learn how to efficiently set up your own accounts and manage your business. Learn inventory management, sales tax issues, task management, classifying transactions, bank statement reconciliation, and more.


3 levels - 145 training modules

 

Available Options

QuickBooks Pro 2003 - Set of 3 (Individual License)
Makau Course Cover - Box Shot  
CD-ROMs$149.00Add To Cart
QuickBooks Pro 2003 - Set of 3 (Library License)
Makau Course Cover - Box Shot  
CD-ROMs, e-Study Guides$298.00Add To Cart
QuickBooks Pro 2003 - Set of 3 (1 Year Access)
Makau Course Cover - Box Shot  
1 YR ONLINE, e-Study Guides$149.00Add To Cart

Course Instructor: Matt Harward

Matt Harward has been training and consulting on computer software and hardware for over 10 years. He has been an official corporate presenter for Novell, HP, IBM, Compaq, and Lucent Technologies. He is formally certified on several networking and business applications. Matt has trained thousands of end user customers, channel partners, and corporate teams on dozens of products from Intuit, Microsoft, Corel, Novell, HP, Compaq, IBM, SCO and others. Matt currently develops course curriculum and provides product training seminars for Intuit, Microsoft, Novell, Hewlett Packard, and Makau.

Course Outline

Beginning
Course Introduction
  • What is expected from the course
  • Assumptions
  • What can QuickBooks do for my company
Installing QuickBooks For the First Time
  • Install from the disk
Setting Up your Business
  • Introduction
  • The EasyStep Interview Setting up your company
  • Changing company info after the easy step interview
  • Working with the Chart of Accounts
  • Working with the Customer: Job List
  • Working with the Vendor List
Navigating in QuickBooks
  • Open Windows List
  • The Navigators
  • The ICON Bar
  • The Menu Bar & Keyboard Shortcuts
  • QuickBooks Help
Accounts Payable
  • Definition/Business Impact
  • Entering bills
  • Unpaid bills report
  • Paying bills
  • Pay by Check
  • Keys to Success for A/P
Accounts Receivable
  • Creating/Sending an Invoice
  • Introduction to Items
  • Open Invoices Report
  • Receiving Customer Payments
  • Depositing Funds
QuickBooks Reports
  • Reports and their impact on the business
  • Memorized Reports
  • Report Finder
  • Balance Sheet
  • Profit & Loss Statement
System Backup
  • Importance of backing up your company data
  • Creating a File Backup
    Course Review
Intermediate
Customizing the Interface
  • Tour of the QuickBooks Interface
  • Editing the Icon Bar
  • Using and Editing the Shortcuts Bar
  • Changing Account Colors
Sharing Access to Files
  • Setting up the QuickBooks Administrator
  • Setting up Additional Users
  • Working in Multi-user mode
Working With Lists
  • Introduction
  • Types of Lists
  • Vendors Lists and Customer Lists
  • Employee List and Other Names Lists
  • Moving Names From Other Names List
  • Sorting lists
  • Deleting lists
  • Making Lists Inactive
  • Merging lists
  • Renaming lists
Working with Bank Accounts
  • Account Registers
  • Finding Transactions
  • Navigating the Register
  • Printing the Check Register
  • Entering Company Checks for Debit Card and Petty Cash Transactions
  • Debit Card Transactions
  • Petty Cash Transactions
Other Types of Accounts
  • Understanding Other Account Types
  • Setting up Credit Card Accounts
  • Credit Card Transactions
  • Reconciling Credit Card Account
Items, Invoices, and Sales Receipts
  • Working with Items
  • Sales Tax Items
  • Inventory Parts
  • Non-inventory Parts
  • Group Items
  • Creating Invoices using items
  • Creating a Sales Receipt
  • Reports: Sales By Item Report
  • Cost tracking
Receiving Payments
  • Recording customer payments
  • Overpayments
  • Underpayments
  • Applying Credits to Invoices
  • Refunds
  • Quick Reports
  • Issuing Credits
  • Issuing a Refund Check
Making Deposits
  • Depositing a Single Payment
  • Depositing a Group of Payments
Advanced
Items & Inventory
  • Enabling Inventory and Purchase Orders
  • Expenses vs. Items
  • Reports: Sales by Item Summary
  • Inventory Limitations
  • Unconventional Inventory Adjustments Quantity on Hand
  • Unconventional Inventory Adjustments Value Adjustments
Purchase Orders
  • Introduction
  • Creating Purchase Orders
  • Receiving items against purchase orders
  • Entering bills against purchase orders
Advanced Payments and Purchases
  • Purchasing and Financing Fixed Assets
  • Loan Payments
  • Reports: Balance Sheet and Profit & Loss Statement
  • Memorizing Loan Payments
  • Reports: Memorized Transaction List
  • Lines of Credit
  • Vendor Prepayments
Estimates and Invoicing
  • Enabling Estimating and Invoicing
  • Creating an Estimate
  • Report: Job Estimates vs. Actuals
  • Creating Invoices From Estimates
  • Progress Invoicing
  • Report: Job Progress Invoicing vs. Estimates
  • Invoicing for Time and Cost
Advanced Estimates & Invoicing
  • Fixed Price Estimates
  • Change Orders
  • Invoicing Via the Monthly Statement
  • Multiple Tax Rates
Reconcile Bank Accounts
  • Reconciling the Account
  • Report: Missing Checks
  • Entering Missing Checks
  • Entering Missing Debit Card Transactions
  • Voiding Checks
  • Returned Customer Checks
  • Reconciliation Detail Reports
Employee Reimbursements
  • Setting up A Reimbursement Account
  • Entering Reimbursements
  • Issuing a Reimbursement Check
Backup/Restore
  • File Backup
  • File Restore