QuickBooks 2004 - Online Course

This series is designed for learners who want to use QuickBooks 2004 as a business accounting system. Tasks covered include using the EasyStep Interview to set up QuickBooks; adding accounts and customers; setting up security; tracking invoices, purchases, and payments; using timesaving features; recording inventory and assets; and working with taxes, equity, and liabilities. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries.

This series is for anyone who wants to optimize their use of QuickBooks. This online course contains 7 lessons and should take approximately 33 hours to complete.

Lesson 1: Setting Up QuickBooks (5.0) hours

Setting Up QuickBooks teaches you how to enter company data, set up accounts, items, customers, and vendors, set up employees and payroll, prepare and print paychecks, and prepare and print tax forms. This course introduces QuickBooks and shows how to set up the initial accounts for a company. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Entering company data, Setting up accounts, Setting up items, customers, and vendors, Setting payroll and employee preferences, Setting up employees, Setting up employee payroll information, Setting up benefits, Entering payroll amounts, Setting up payroll, Preparing paychecks, Paying payroll taxes, Preparing W-2 and W-3 forms, and Setting and issuing 1099 forms.

Lesson 2: Adding Information and Security (4.0) hours

Adding Information and Security teaches you how to add to lists, change and remove list items, sort lists, backup files, and manage users and passwords. This course provides information on using lists in QuickBooks and keeping your files safe. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Setting general preferences, Desktop view and sorting lists, Adding accounts, Adding customers and vendors, Adding items, Using lists, Printing lists and accounting preferences, Backing up and restoring files, Closing the books and setting up the Administrator, and Administering users.

Lesson 3: Invoices, Purchases, and Payments (6.0) hours

Invoices, Purchases, and Payments teaches you how to set preferences for sales, customers, finances, send forms, purchases, and vendors, prepare invoices, make purchases, make payments, and use checking. This course shows learners how to use QuickBooks for invoices, purchases, and payments. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Setting sales and customers preferences, Invoices, Batching invoices, Charging expenses to a customer, Setting finance and send form preferences, Monthly statements and account receivables, Payments and credits, Cash and deposits, Advances, down payments, and discounts, Unpaid invoices and bad debts, Setting purchases and vendors preferences, Using purchase orders, Receiving goods and paying bills, Discounts and purchase reports, and Using checking.

Lesson 4: Timesaving Features (4.0) hours

Timesaving Features teaches you how to memorize transactions, schedule recurring transactions, set reminders, use online bank accounts, use the Internet version of QuickBooks, and set up QuickBooks Remote Access. This course introduces a number of timesaving features that can help learners simplify and enhance the work they do in QuickBooks. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Memorizing transactions, Memorized and recurring transactions, Changing and removing transactions, Using reminders, Setting online preferences, Retrieving online statements, Online payments and messages, Transferring money, and Using the QuickBooks Web site.

Lesson 5: Recording Inventory and Assets (4.0) hours

Recording Inventory and Assets teaches you how to activate inventory, add to your inventory, learn methods of valuing inventory, set up reminders to replenish your inventory, prepare inventory reports, and adjust inventory prices and quantities. This course shows learners how to track inventory and assets using QuickBooks 2004. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Setting up inventory, Adding to your inventory, Editing inventory, Inventory reporting, Adjusting inventory quantities, Reconciling bank statements, Tracking ATM withdrawals and petty cash, Credit card payments and recording deposits, Purchasing fixed assets, Accounting for depreciation, and fixed assets.

Lesson 6: Working with Taxes, Equity, and Liabilities (5.0) hours

Working with Taxes, Equity, and Liabilities teaches you how to take a discount for timely payment of taxes, describe the various federal business income tax forms, set up a draw account, enter prior period adjustments, manage retained earnings, and set up a long-term loan. This course provides an overview of the tools and forms that QuickBooks provides in order to manage taxes, equity, and liabilities. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Sales tax preferences, Charging sales tax, Tax reports and paying sales tax, Discount for early payment, Income tax forms, Assigning Tax Lines, Tax reports, Creating a tax return, Opening balance equity account, Recording Owner's draws, Prior period adjustments and retained earnings, Accounts payable and payroll tax accruals, Recording credit cards, Paying credit card accounts, Accounting for deposits or retainers, and Recording loans.

Lesson 7: Extra Features and Reports (5.0) hours

Extra Features and Reports teaches you how to set up classes and payment terms, void checks, make journal entries, set preferences, prepare reports, and customize and memorize reports. This course provides information on preparing reports in QuickBooks and other miscellaneous features. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Creating and reporting budgets, Setting up classes, Payment terms and customizing forms, Voiding checks, Journal entries and spelling preferences, Mailing labels and audit trail, Setting reports and graphs preferences, Preparing statements and balance sheets, Preparing ledger and budget reports, Preparing liability reports, Preparing accounts reports, Customizing reports, and Memorizing reports.