Cosmic
QuickBooks Training

QuickBook CoursesRegister

Training Schedule - 3 days

Lesson 1: Getting Started

Topic 1A: Starting QuickBooks
Topic 1B: Identifying Components of the QuickBooks Operating Environment
Topic 1C: Opening QuickBooks Centers
Topic 1D: Opening Other QuickBooks Windows
Topic 1E: Identifying Common Business Terms
Topic 1F: Setting Up QuickBooks in Multi-User Mode
Topic 1G: Exiting QuickBooks

Lesson 2: Setting Up a Company

Topic 2A: Creating a QuickBooks Company
Topic 2B: Using the Chart of Accounts
Topic 2C: Entering Account Opening Balances

Lesson 3: Working with Lists

Topic 3A: Creating Company Lists
Topic 3B: Working with the Customers & Jobs List
Topic 3C: Working with the Employees List
Topic 3D: Working with the Vendors List
Topic 3E: Adding Customized Fields
Topic 3F: Managing Lists

Lesson 4: Invoicing for Services

Topic 4A: Setting Up a Service Item
Topic 4B: Changing the Invoice Format
Topic 4C: Creating a Service Invoice
Topic 4D: Entering Statement Charges
Topic 4E: Creating Billing Statements

Lesson 5: Processing Payments

Topic 5A: Receiving Payments for Invoices
Topic 5B: Making Deposits
Topic 5C: Printing Statements

Lesson 6: Working with Bank Accounts

Topic 6A: Writing a QuickBooks Check
Topic 6B: Using Bank Account Registers
Topic 6C: Entering a Handwritten Check
Topic 6D: Transferring Funds Between Accounts
Topic 6E: Reconciling Checking Accounts

Lesson 7: Entering and Paying Bills

Topic 7A: Handling Expenses
Topic 7B: Using QuickBooks for Accounts Payable
Topic 7C: Entering Bills
Topic 7D: Paying Bills

Lesson 8: Employees Center Overview

Topic 8A: Manual Payroll Setup
Topic 8B: Payroll Items
Topic 8C: Pay Employees & Pay Checks
Topic 8D: Payroll Liabilities
Topic 8E: Payroll Forms
Topic 8F: Reports

Lesson 9: New In QuickBooks 2014

Topic 9A: Navigation Features are darker and monochromatic so they are not distracting
Topic 9B: The ribbon in a transaction window
Topic 9C: Menu entry selected is highlighted with a green background
Topic 9D: Button related to work are blue, green or yellow
Topic 9E: Left Icon Bar
Topic 9F: Ribbon - appear in most of Quick book transactions
Topic 9G: A Panel that contains buttons and drop down menus that let you access the programs features
Topic 9H: More Contact Info Fields on Customer,Vendor and Employees
Topic 9I: Multiple Notes for Each name
Topic 9J: Color Schemes for Each Company File
Topic 9K: Online banking now changed to Bank Feed
                 a) Use rules to teach how to automatically handle your recurring transactions
                 b) Click to display the transactions that need your attention
                 c) Click to see transactions that were modified by renaming rules
                 d) Click to view transactions that quickbboks matched automatically
                 e) Click to view the transactions you have already processed
Topic 9L: Improved bounced check handling
Topic 9M: In Transaction bar window of customer and vendor sent Email tab added
Topic 9N: Powerful New Email Capabilities: You can now add multiple attachments, customize email templates to include customer job info, and see prior email conversation
Topic 9O: See who's paid you and who hasn't: The new Income tracker shows all your income producing transactions in one spot, including overdue invoices so you can remind customers to pay up
Training Schedule - 10 days

Prerequisites

You can successfully complete this training guide without any prior software knowledge or computer experience.
A basic understanding of the computer operating system you are using is recommended.

Lesson 1: Getting Started

Topic 1A: Starting QuickBooks
Topic 1B: Identifying Components of the QuickBooks Operating Environment
Topic 1C: Opening QuickBooks Centers
Topic 1D: Opening Other QuickBooks Windows
Topic 1E: Identifying Common Business Terms
Topic 1F: Setting Up QuickBooks in Multi-User Mode
Topic 1G: Exiting QuickBooks

Lesson 2: Setting Up a Company

Topic 2A: Creating a QuickBooks Company
Topic 2B: Using the Chart of Accounts
Topic 2C: Entering Account Opening Balances

Lesson 3: Working with Lists

Topic 3A: Creating Company Lists
Topic 3B: Working with the Customers & Jobs List
Topic 3C: Working with the Employees List
Topic 3D: Working with the Vendors List
Topic 3E: Adding Customized Fields
Topic 3F: Managing Lists

Lesson 4: Setting Up Inventory

Topic 4A: Entering Products into Inventory
Topic 4B: Ordering Products
Topic 4C: Receiving Inventory
Topic 4D: Paying for Inventory
Topic 4E: Manually Adjusting Inventory

Lesson 5: Selling Your Product

Topic 5A: Creating Product Invoices
Topic 5B: Making Cash Sales

Lesson 6: Invoicing for Services

Topic 6A: Setting Up a Service Item
Topic 6B: Changing the Invoice Format
Topic 6C: Creating a Service Invoice
Topic 6D: Entering Statement Charges
Topic 6E: Creating Billing Statements

Lesson 7: Processing Payments

Topic 7A: Receiving Payments for Invoices
Topic 7B: Making Deposits
Topic 7C: Printing Statements

Lesson 8: Working with Bank Accounts

Topic 8A: Writing a QuickBooks Check
Topic 8B: Using Bank Account Registers
Topic 8C: Entering a Handwritten Check
Topic 8D: Transferring Funds Between Accounts
Topic 8E: Reconciling Checking Accounts

Lesson 9: Entering and Paying Bills

Topic 9A: Handling Expenses
Topic 9B: Using QuickBooks for Accounts Payable
Topic 9C: Entering Bills
Topic 9D: Paying Bills

Lesson 10: New In QuickBooks 2014

Topic 10A: Navigation Features are darker and monochromatic so they are not distracting
Topic 10B: The ribbon in a transaction window
Topic 10C: Menu entry selected is highlighted with a green background
Topic 10D: Button related to work are blue, green or yellow
Topic 10E: Left Icon Bar
Topic 10F: Ribbon - appear in most of Quick book transactions
Topic 10G: A Panel that contains buttons and drop down menus that let you access the programs features
Topic 10H: More Contact Info Fields on Customer,Vendor and Employees
Topic 10I: Multiple Notes for Each name
Topic 10J: Color Schemes for Each Company File
Topic 10K: Online banking now changed to Bank Feed
                   a) Use rules to teach how to automatically handle your recurring transactions
                   b) Click to display the transactions that need your attention
                   c) Click to see transactions that were modified by renaming rules
                   d) Click to view transactions that quickbboks matched automatically
                   e) Click to view the transactions you have already processed
Topic 10L: Improved bounced check handling
Topic 10M: In Transaction bar window of customer and vendor sent Email tab added
Topic 10N: Powerful New Email Capabilities: You can now add multiple attachments, customize email templates to include customer job info, and see prior email conversation
Topic 10O: See who's paid you and who hasn't: The new Income tracker shows all your income producing transactions in one spot, including overdue invoices so you can remind customers to pay up

Appendix A: Using the Easy Step Interview

Topic AA: Using the Easy Step Interview

Appendix B: Using Online Banking

Topic BA: Setting Up an Internet Connection
Topic BB: Activating Accounts
Topic BC: Reading Online Statements
Topic BD: Creating Online Payments
Topic BE: Transferring Funds Online
Topic BF: Canceling Online Payments
Topic BG: Sending E-mail to Your Financial Institution

Training Schedule - 30 days

Prerequisites

You can successfully complete this training guide without any prior software knowledge or computer experience.
A basic understanding of the computer operating system you are using is recommended.

Lesson 1: Getting Started

Topic 1A: Starting QuickBooks
Topic 1B: Identifying Components of the QuickBooks Operating Environment
Topic 1C: Opening QuickBooks Centers
Topic 1D: Opening Other QuickBooks Windows
Topic 1E: Identifying Common Business Terms
Topic 1F: Setting Up QuickBooks in Multi-User Mode
Topic 1G: Exiting QuickBooks

Lesson 2: Setting Up a Company

Topic 2A: Creating a QuickBooks Company
Topic 2B: Using the Chart of Accounts
Topic 2C: Entering Account Opening Balances

Lesson 3: Working with Lists

Topic 3A: Creating Company Lists
Topic 3B: Working with the Customers & Jobs List
Topic 3C: Working with the Employees List
Topic 3D: Working with the Vendors List
Topic 3E: Adding Customized Fields
Topic 3F: Managing Lists

Lesson 4: Setting Up Inventory

Topic 4A: Entering Products into Inventory
Topic 4B: Ordering Products
Topic 4C: Receiving Inventory
Topic 4D: Paying for Inventory
Topic 4E: Manually Adjusting Inventory

Lesson 5: Selling Your Product

Topic 5A: Creating Product Invoices
Topic 5B: Making Cash Sales

Lesson 6: Invoicing for Services

Topic 6A: Setting Up a Service Item
Topic 6B: Changing the Invoice Format
Topic 6C: Creating a Service Invoice
Topic 6D: Entering Statement Charges
Topic 6E: Creating Billing Statements
Topic 6F: Creating Credit Memos
Topic 6G: Applying Credits
Topic 6H: Accounting Bounced Checks

Lesson 7: Processing Payments

Topic 7A: Receiving Payments for Invoices
Topic 7B: Making Deposits
Topic 7C: Printing Statements

Lesson 8: Working with Bank Accounts

Topic 8A: Writing a QuickBooks Check
Topic 8B: Using Bank Account Registers
Topic 8C: Entering a Handwritten Check
Topic 8D: Transferring Funds between Accounts
Topic 8F: Reconciling Checking Accounts
Topic 8G: Reconciliation Discrepancy

Lesson 9: Entering and Paying Bills

Topic 9A: Handling Expenses
Topic 9B: Using QuickBooks for Accounts Payable
Topic 9C: Entering Bills
Topic 9D: Paying Bills
Topic 9E: Posting Debit Memos
Topic 9F: Applying Credits

Lesson 10: Preparing Financial Reports

Topic 10A: General Ledger Reconciliation
Topic 10B: Prepare Adjusted Trial Balance
Topic 10C: Weekly Cash Flow Reports
Topic 10D: Weekly Financial Statements
Topic 10E: Monthly Financial Statements

Lesson 11: New In QuickBooks 2014

Topic 11A: Navigation Features are darker and monochromatic so they are not distracting
Topic 11B: The ribbon in a transaction window
Topic 11C: Menu entry selected is highlighted with a green background
Topic 11D: Button related to work are blue, green or yellow
Topic 11E: Left Icon Bar
Topic 11F: Ribbon - appear in most of Quick book transactions
Topic 11G: A Panel that contains buttons and drop down menus that let you access the programs features
Topic 11H: More Contact Info Fields on Customer,Vendor and Employees
Topic 11I: Multiple Notes for Each name
Topic 11J: Color Schemes for Each Company File
Topic 11K: Online banking now changed to Bank Feed
                   a) Use rules to teach how to automatically handle your recurring transactions
                   b) Click to display the transactions that need your attention
                   c) Click to see transactions that were modified by renaming rules
                   d) Click to view transactions that quickbboks matched automatically
                   e) Click to view the transactions you have already processed
Topic 11L: Improved bounced check handling
Topic 11M: In Transaction bar window of customer and vendor sent Email tab added
Topic 11N: Powerful New Email Capabilities: You can now add multiple attachments, customize email templates to include customer job info, and see prior email conversation
Topic 11O: See who's paid you and who hasn't: The new Income tracker shows all your income producing transactions in one spot, including overdue invoices so you can remind customers to pay up

Appendix A: Using the Easy Step Interview

Topic AA: Using the Easy Step Interview

Appendix B: Using Online Banking

Topic BA: Setting Up an Internet Connection
Topic BB: Activating Accounts
Topic BC: Reading Online Statements
Topic BD: Creating Online Payments
Topic BE: Transferring Funds Online
Topic BF: Canceling Online Payments
Topic BG: Sending E-mail to Your Financial Institution
10days - Accounting Training

Prerequisites


DAY Topic: Practice Exam PPT NOTES
1 The Accounting Equation: GAAP Principles Drill GAAP    
2 Financial Statements : P & L, Balance Sheet, Statement of Cashflow Drill Financial Statements Done Drills should be one through out that day creating transactions and financial reports
3 Bookkeeping Drill Debits Credits and JE    
4 Excel Drill Excel    
5 Accounting Software: QuickBooks overview Drill      
6 QuickBooks: Work with Customers Drill      
7 QuickBooks: Work with Customers Drill Practice Exam 1    
8 QuickBooks: Work with Vendors Drill Practice Exam 2    
9 QuickBooks: Reports, Payroll, Year End Drill Practice Exam 3    
10 BPO/KPO: how to make it work Drill