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QuickBooks Pro 2003

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. As a co-founder and Vice President of Makau Corporation Matt currently develops course curriculum and provides product training seminars for Intuit, Microsoft, Novell, and Hewlett Packard.
Course Outlines
Level 1
1.0 Course Introduction
1.1 What is expected from the course
1.2 Assumptions
1.3 What can QuickBooks do for my company
2.0 Installing QuickBooks For the First Time
2.1 Install from the disk
3.0 Setting Up your Business
3.1 Introduction
3.2 The EasyStep Interview – Setting up your company
3.3 Changing company info after the easy step interview
3.4 Working with the Chart of Accounts
3.5 Working with the Customer: Job List
3.6 Working with the Vendor List
4.0 Navigating in QuickBooks
4.1 Open Windows List
4.2 The Navigators
4.3 The ICON Bar
4.4 The Menu Bar & Keyboard Shortcuts
4.5 QuickBooks Help
5.0 Accounts Payable
5.1 Definition/Business Impact
5.2 Entering bills
5.3 Unpaid bills report
5.4 Paying bills
5.5 Pay by Check
5.6 Keys to Success for A/P
6.0 Accounts Receivable
6.1 Creating/Sending an Invoice
6.2 Introduction to Items
6.3 Open Invoices Report
6.4 Receiving Customer Payments
6.5 Depositing Funds
7.0 QuickBooks Reports
7.1 Reports and their impact on the business
7.2 Memorized Reports
7.3 Report Finder
7.4 Balance Sheet
7.5 Profit & Loss Statement
8.0 System Backup
8.1 Importance of backing up your company data
8.2 Creating a File Backup
Level 2
1.0 Customizing the Interface
1.1 Tour of the QuickBooks Interface
1.2 Editing the Icon Bar
1.3 Using and Editing the Shortcuts Bar
1.4 Changing Account Colors
2.0 Sharing Access to Files
2.1 Setting up the QuickBooks Administrator
2.2 Setting up Additional Users
2.3 Working in Multi-user mode
3.0 Working With Lists
3.1 Introduction
3.2 Types of Lists
3.3 Vendors Lists and Customer Lists
3.4 Employee List and Other Names Lists
3.5 Moving Names From Other Names List
3.6 Sorting lists
3.7 Deleting lists
3.8 Making Lists Inactive
3.9 Merging lists
3.10 Renaming lists
4.0 Working with Bank Accounts
4.1 Account Registers
4.2 Finding Transactions
4.3 Navigating the Register
4.4 Printing the Check Register
4.5 Entering Company Checks for Debit Card and Petty Cash Transactions
4.6 Debit Card Transactions
4.7 Petty Cash Transactions
5.0 Other Types of Accounts
5.1 Understanding Other Account Types
5.2 Setting up Credit Card Accounts
5.3 Credit Card Transactions
5.4 Reconciling Credit Card Account
6.0 Items, Invoices, and Sales Receipts
6.1 Working with Items
6.2 Sales Tax Items
6.3 Inventory Parts
6.4 Non-inventory Parts
6.5 Group Items
6.6 Creating Invoices using items
6.7 Creating a Sales Receipt
6.8 Reports: Sales By Item Report
6.9 Cost tracking
7.0 Receiving Payments
7.1 Recording customer payments
7.2 Overpayments
7.3 Underpayments
7.4 Applying Credits to Invoices
7.5 Refunds
7.6 Quick Reports
7.7 Issuing Credits
7.8 Issuing a Refund Check
8.0 Making Deposits
8.1 Depositing a Single Payment
8.2 Depositing a Group of Payments
Level 3
1.0 Items & Inventory
1.1 Enabling Inventory and Purchase Orders
1.2 Expenses vs. Items
1.3 Reports: Sales by Item Summary
1.4 Inventory Limitations
1.5 Unconventional Inventory Adjustments – Quantity on Hand
1.6 Unconventional Inventory Adjustments – Value Adjustments
2.0 Purchase Orders
2.1 Introduction
2.2 Creating Purchase Orders
2.3 Receiving items against purchase orders
2.4 Entering bills against purchase orders
3.0 Advanced Payments and Purchases
3.1 Purchasing and Financing Fixed Assets
3.2 Loan Payments
3.3 Reports: Balance Sheet and Profit & Loss Statement
3.4 Memorizing Loan Payments
3.5 Reports: Memorized Transaction List
3.6 Lines of Credit
3.7 Vendor Prepayments
4.0 Estimates and Invoicing
4.1 Enabling Estimating and Invoicing
4.2 Creating an Estimate
4.3 Report: Job Estimates vs. Actuals
4.4 Creating Invoices From Estimates
4.5 Progress Invoicing
4.6 Report: Job Progress Invoicing vs. Estimates
4.7 Invoicing for Time and Cost
5.0 Advanced Estimates & Invoicing
5.1 Fixed Price Estimates
5.2 Change Orders
5.3 Invoicing Via the Monthly Statement
5.4 Multiple Tax Rates
6.0 Reconcile Bank Accounts
6.1 Reconciling the Account
6.2 Report: Missing Checks
6.3 Entering Missing Checks
6.4 Entering Missing Debit Card Transactions
6.5 Voiding Checks
6.6 Returned Customer Checks
6.7 Reconciliation Detail Reports
7.0 Employee Reimbursements
7.1 Setting up A Reimbursement Account
7.2 Entering Reimbursements
7.3 Issuing a Reimbursement Check
8.0 Backup/Restore
8.1 File Backup
8.2 File Restore
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