QBPro_CertCourse2010_Section1_Module1û3

QBPro_CertCourse2010_Section1_Module1û...

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Unformatted text preview: QUICKBOOKS 2010 PROADVISOR CERTIFICATION COURSE SECTION 1 – 1 Table of Contents – Section 1: Setting up Clients Module 1 – Section Orientation ......................................................... 3 Lesson 1 – Introduction to Setting Up Clients .......................................... 3 Module 2 – Product Overview ........................................................... 4 Lesson 1 – Introduction to Product Overview .......................................... 4 Lesson 2 – Determining if QuickBooks is the Right Program f or a Client .............................................................................. 5 Lesson 3 – Choosing the Right QuickBooks Edition ............................... 7 Lesson 4 – Distinguishing between Versions and Releases ................ 29 Lesson 5 – Updating QuickBooks .......................................................... 32 Lesson 6 – Summary ............................................................................. 38 Module 3 – Addressing Client Design Issues .................................. 39 Lesson 1 – Introduction to Addressing Client Design Issues ................ 39 Lesson 2 – Identifying Stakeholder Requirements ................................ 40 Lesson 3 – Choosing between a Preset Versus Custom Chart of Accounts ............................................................................. 44 Lesson 4 – Classifying Income and Expenses for Separate Business Segments ....................................... 49 Lesson 5 – Categorizing Information using Customer, Job, and Vendor Types............................................................... 54 Lesson 6 – Tracking the Goods and Services a Company Buys and Sells .................................................................... 58 Lesson 7 – Summary ............................................................................. 65 Module 4 – Creating a New Data File .............................................. 66 Lesson 1 – Introduction to Creating a New Data File ............................ 66 Lesson 2 – Preparing to Set up a New File ........................................... 68 Lesson 3 – Setting up QuickBooks for Simultaneous Access by Multiple Users ................................................................ 74 Lesson 4 – Step 1: Creating the Data File ............................................. 78 Lesson 5 – Step 2: Completing and Modifying Lists .............................. 85 Lesson 6 – Step 3: Entering opening balances— the methods ............. 94 QUICKBOOKS 2010 PROADVISOR CERTIFICATION COURSE SECTION 1 – 2 Lesson 7 – Step 3: Entering Opening Balances— Applying the Methods ......................................................... 97 Lesson 8 – Step 4: Setting up Payroll .................................................. 113 Lesson 9 – Step 5: Entering Historical Transactions ........................... 118 Lesson 10 – Step 6: Verifying Setup .................................................... 122Lesson 10 – Step 6: Verifying Setup ....
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This note was uploaded on 08/28/2011 for the course ACC 215 taught by Professor Granillo during the Fall '11 term at Pima CC.

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QBPro_CertCourse2010_Section1_Module1û...

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