Townsville Quickbooks 2008/09


   4-Day Training Course

• Understand the terminology of accounting software
• Understand the terminology of accounting software
• Set up QuickBooks for an organisation
• Perform day-to-day activities using QuickBooks
• Produce documents such as invoices, bills and orders
• Keep records necessary for the GST
• Assistant and recurring transactions
• Keep track of inventory and contacts
• Produce common business reports such as balance sheets and profit & loss statements
• Perform management activities
• Improve productivity with QUICKBOOKS

Course Structure:

The course is organised in a series of lessons, each of which addresses a particular functional area of the product. Basic concepts are introduced first. Later materials build on these basics until the student has a sound grasp of the principles involved.

Each lesson starts with a list of learning outcomes for the lesson. Subject matter in the lesson is interspersed with practical exercises to illustrate the material covered. At the end of each lesson there is a:

• Summary of the lesson, including a list of the skills learned and important terms
• Questionnaire to test the student's understanding of the lesson
• Case study for revision or for fast students.
• The manual includes a table of contents, an index, a glossary of important terms, tips and review exercises.

Training Options:

1. One-on-One Training is available for Quickbooks in Townsville for just $495 per day.

2. Small Group Training is available for Quickbooks for just $490 for the two day course

3. On-Site Training for Small Groups is available for Businesses or Community Groups. We provide all computers etc for the training. The Costs start from $1,550 per day for upto 15 people.

For more information on your training options simply call the One-on-One Learning Centre on 1800 66 00 00

Course Times:

The four-day course will run from:

          07:45 am to 05:00 pm

What You Receive:

1. 4-Days of Instructor Led Training
2. Lunch, Morning and Afternoon Tea
3. A Quickbooks Approved Training Manual
4. A Quickbooks 2008/09 Cheat Sheet
5. A Certificate

Downloadable Brochure:

Quickbooks 4-Day Course (Avail Soon)


Other Products of Interest:

>> Quickbooks Cheat Sheet

Quickbooks Core
Small Group Training Dates:

Note: A maximum of Ten people currently attend in any of our small group courses

• Introduction to accounting and terminology
• Navigate Around QuickBooks
  Work with Help
• Create and Configure a QuickBooks
  Company File
• Create and Modify a QuickBooks Chart of
  Accounts
• Setup and Maintain Stock and service items in QuickBooks
• Create a Variety of Different Accounts andEnter their Opening Balances
• Work with and Edit Customer and Supplier Records
• Process Cash Sales in QuickBooks
• Create, Manage and Print QuickBooks Invoices
• Track and Manage Accounts Receivable
• Enter and Pay Bills in QuickBooks
• Manage Stock Levels and Create Purchase Orders
• Use QuickBooks to write checks and make payments of all kinds.
• Reconcile QuickBooks with a Bank Statement
• Produce Fully Customised QuickBooks Reports
• Calculate GST Liability and complete a Business Activity Statement using QuickBooks

Advanced Material

File Management
1. Locating The Company File
2. Verifying Data
3. Performing A Backup
4. Scheduling A Local Backup
5. Restoring A Company File from Backup
6. Copying A Company Or Backup File
7. Archiving And Condensing A Company File
8. Exporting Lists
9. Importing Lists
10. File Management Quick Reference

2. Budgets
1. A Sample Budget
2. Setting Up A Profit And Loss Budget
3. Budget Figure Entries
4. Verifying The Budget By Report
5. Editing Budget Figures
6. Copying A Budget To A New Year
7. Budgets Quick Reference

3. Petty Cash
1. Setting Up A Petty Cash Account
2. Transferring Money To The Petty Cash Account
3. Recording Petty Cash Expenses
4. Reimbursing Petty Cash
5. Reconciling The Petty Cash Account
6. Petty Cash Quick Reference

4. Fixed Assets
1. Creating A Loan Account
2. Creating A Fixed Asset Account
3. Creating An Interest Expense Account
4. Depositing A Loan
5. Using A Loan To Pay For A Fxed Asset
6. Making A Loan Repayment
7. Allocating Depreciation
8. Memorising A Combined Transaction
9. Using A memorised Asset Transaction
10. Fixed Assets Quick Reference

5. Credit Cards
1. Creating A Credit Card Account
2. Spending Using A Credit Card
3. Recording Mixed GST Spending
4. Paying Bills With A Credit Card
5. A Credit Card Statement
6. Reconciling The Credit Card Account
7. Paying A Credit Card Account
8. Credit Cards Quick Reference

6. Point Of Sales
1. Creating A Generic Customer
2. Processing A Cash Sale At The Counter
3. Adding A Credit Card
4. Making A Bank Deposit
5. Creating A Deposit Detail Report
6. A Pre-Paid Merchant Statement
7. A Merchant Statement As An Invoice
8. Entering The Merchant Service Fees
9. Counter Sales On The Bank Statement
10. Reconciling The Bank Statement
11. Point Of Sales Quick Reference

7. FAQ
1. Creating An Adjustments Item
2. Generating Credits
3. Creating A Miscellaneous Invoice
4. Handling A Small Overpayment
5. Handling A Large Overpayment
6. Writing A Refund Cheque For An Overpayment
7. Handling Small Underpayments
8. Cancelling A Cheque By Deletion
9. Voiding A Cheque
10. Locating A Bounced Cheque
11. Recording A Bounced Cheque And Charges
12. Creating A Bad Cheque Item
13. Using The Bad Cheque Item On An Invoice
14. Making Bank Accounts Distinctive
15. Creating A Standing Order
16. Recording A Reminder For A Customer
17. Sending One E-Mail With Multiple Invoices
 
8. Class Tracking
1. Activating Class Tracking
2. Creating Classes
3. Assigning Classes To Transactions
4. Assigning Classes To Items
5. Using Class Quick Reports
6. Displaying Class Columns In Reports
7. Class Tracking Quick Reference

9. Security in QuickBooks
1. Setting The Administrators Password
2. Opening A File With A Password
3. Changing Your Password
4. Creating Users
5. Using User Names
6. Checking Users' Access Levels
7. Deleting Unwanted Users
8. Turning On The Audit Trail
9. Examining An Audit Trail
10. Security In QuickBooks Quick Reference

Plus Payroll

Prerequisites:
Students should already be familiar with PCs and Windows but no experience is necessary in Accounting Practices.