quickbooks pro 2007 credit customer sales tax

Using QuickBooks lists Editing the Chart of Accounts Working with the Customer, Vendor and Employee Centers Adding custom fields Managing lists Introducing the new Lead Center Instructor Notes: Mention/show all the lists – let them know that the process to add new, edit, make inactive, etc.

Note that you will be going through the EasyStep Interview which is more comprehensive and provides a good overview of the various features available in QB.

Also, I want to know how much they know about QuickBooks – have they never seen it, used it a little or been using it for several years.Ĭreating a QuickBooks Company Entering company info Customizing QuickBooks for your business Setting up your business accounting Completing the company file set up Closing the company file Instructor Notes: Mention the Express Start feature that is available. I ask them to indicate their type of business too – this helps me tailor examples when possible. Lesson 10: Setting up Inventory Lesson 11: Tracking and Paying Sales Taxes Lesson 12: Doing Payroll with QuickBooks Lesson 13: Estimating and Progress Invoicing Lesson 14: Tracking Time Lesson 15:Ĝustomizing Forms and Writing QuickBooks Letters Lesson 16: Multi-CurrencyĬourse intro Introducing QuickBooks Getting around in QuickBooks All the accounting you need to know Getting help while using QuickBooks Exiting QuickBooks Moving between company files Instructor Notes: You may want to have people briefly introduce themselves. Then, you can let them know the other lessons are included in the handouts for them to study on their own if they want to learn more.Ĥ Agenda Lesson 9: Analyzing Financial Data

However, you may want to leave all of them on the agenda slide and highlight the lessons you will be covering. Lesson 3: Working with Lists Lesson 4: Working with Bank Accounts Lesson 5: Using other Accounts in QuickBooks Lesson 6: Entering Sales Information Lesson 7: Receiving Payments and Making Deposits Lesson 8: Entering and Paying Bills Instructor NOTE: You may or may not cover all 16 lessons in your seminar. Hit a couple of important comments along with your firm name and how to contact you.ģ Agenda Lesson 1: Getting Started Lesson 2: Setting up QuickBooks 2 Your Presenter Pat Hartley, MBA Accounting on the GO!Ī Member of Intuit’s Trainer/Writer Network Advanced Certified QuickBooks ProAdvisor and Certified QuickBooks Enterprise ProAdvisor NOTE: Replace all with info about yourself - remember to keep it brief.

Quickbooks pro 2007 credit customer sales tax