Overview: Students will learn how to set up a QuickBooks
company; enter account opening balances; create and customize company lists; set
up inventory; sell products; invoice for services; process customer payments;
work with bank accounts, enter and pay bills; set up an internet connection; and
use online services.
Lesson
1: Getting Started
Course Introduction
Using the Navigator
Setting up QuickBooks on a Network
Learning Common Business Terms
Exiting QuickBooks
Lesson 2: Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts
Entering Account Opening Balances
Lesson 3: Working with Lists
Creating Company Lists
Working with the Customer:Job List
Working with the Employee List
Working with the Vendor List
Adding Customized Fields
Managing Lists
Lesson 4: Setting up Inventory
Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Lesson 5: Selling Your Products
Creating Invoices
Making Cash Sales
Lesson 6: Invoicing for Services
Setting Up a Service Item
Changing the Invoice
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements
Lesson 7: Payment Processing
Receiving Payments for Invoices
Making Deposits
Printing Statements
Lesson 8: Working with Bank Accounts
Writing a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Money between Accounts
Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Overview: Students will learn how to customize forms; work with credit card transactions, work with Asset, Liability and Equity accounts; create and customize reports and graphs; track and pay sales tax; manage payroll, complete job estimates, time tracking and costing; and create customized letters and forms.
Lesson
1: Customizing Forms
Customizing an Invoice
Modifying a Purchase Order Template
Printing Invoices
Lesson 2: Using QuickBooks’ Other Accounts
QuickBooks’ Other Account Types
Tracking Credit Card Transactions
Working with Asset Accounts
Working with Liability Accounts
Understanding Equity Accounts
Lesson 3: Creating Reports
Creating QuickReports
Customizing QuickBooks
Memorizing QuickReports
Running Preset Reports
Customizing Preset Reports
Memorizing Report Settings
Exporting a Report to Microsoft Excel
Printing Reports
Lesson 4: Creating Graphs
Creating QuickInsight Graphs
Creating a New Graph
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
Lesson 5: Tracking and Paying Sales Tax
Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Determining What You Owe
Lesson 6: Doing Payroll with QuickBooks
Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Printing Forms 940 and 941
Discuss the phases of the Project Management Life Cycle and a project manager's role in each phase.
List and discuss basic project success criteria and common reasons for project failure.
Discuss techniques for setting up a strong project team.
List and discuss elements of a Risk Management Plan.
Discuss techniques for planning and sequencing project activities, including the Work Breakdown Structure and the Network Logic Diagram.
Identify the Critical Path for completing a project on schedule.
List and discuss the cost elements that should be included in a project budget.
Discuss techniques for controlling for deviation from budgets and schedules.
Discuss key elements of project management communications and reporting tools.
Discuss key activities of project close-out.
Topic 1A: What is a Project?
Topic 1B: The Project Management Life Cycle
Topic 1C: The
Role of the Project
Manager
Topic 2A: The Meaning of Success
Topic 2B: What Happens in the Initiation Phase?
Topic 2C: Project Definition and Scope
Topic 2D: Putting Together a Statement of Work
Topic 2E: The
Project Charter
Topic 3A: The Teamwork Challenge
Topic 3B: Selecting Team Members
Topic 3C: The
Team Charter
Topic 4A:
Project Risk
Topic 5A: The Work Breakdown Structure
Topic 5B: Work
Package Sequencing
Topic 6A: The Scheduling Process
Topic 6B: Time
Estimates
Topic 7A: What is a Budget?
Topic 7B: Creating a Preliminary Budget
Topic 7C: Budget
and Schedule
Balancing
Topic 8A: Moving the Project Forward
Topic 8B: Monitoring for Project Progress
Topic 8C: Earned Value Analysis
Topic 8D:
Getting Back on
Track
Topic 9A: Communications Overview
Topic 9B: Project Performance Reports
Topic 9C:
Project Change
Requests
Topic 10A: Elements of Close-out
Topic 10B: Evaluation of People and Projects
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Upon successful completion of this course, students will be able to:
create a project plan file and enter task information.
create a work breakdown structure by organizing tasks and setting task relationships.
assign project resources.
finalize the project plan file.
Topic 1A: Create a Project File
Topic 1B: Create and Assign a Project Calendar
Topic 1C: Add Tasks to the Project File
Topic 1D: Add a Project Summary Task
Topic 1E: Add a Recurring Task
Topic 1F: Enter
Task Duration
Estimates
Topic 2A: Outline Tasks
Topic 2B: Link Dependent Tasks
Topic 2C: Identify Deliverables in the Project File
Topic 2D: Constrain Tasks
Topic 2E: Set a
Task Deadline
Topic 3A: Create Resources
Topic 3B: Create a Resource Calendar
Topic 3C: Assign Resources
Topic 3D: Assign Additional Resources to a Task
Topic 3E:
Resolve Resource
Conflicts
Topic 4A: View the Critical Path
Topic 4B: Shorten the Project Duration
Topic 4C: Set a Baseline
Topic 4D: Display Project Summary Information
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Upon successful completion of this course, students will be able to:
exchange project schedule data with other applications.
update a project schedule.
create custom reports.
re-use existing project schedule information.
Topic 1A: Import a Task List from an Excel File into a New Project Schedule
Topic 1B: Create a Custom Import Map
Topic 1C: Export Project Cost Data into Excel
Topic 1D: Copy a Picture into a Word Document
Topic 1E: Save
Project
Information as a Web
Page
Topic 2A: Enter Task Progress Information
Topic 2B: View Task Progress
Topic 2C: Split a Task
Topic 2D: Reschedule a Task
Topic 2E: Filter Tasks in a Project Schedule
Topic 2F: Save an Interim Project Schedule
Topic 2G: Create a Custom Table
Topic 2H: Add Custom Columns to a Table
Topic 2I:
Hyperlink Documents
to Tasks
Topic 3A: Create a Custom Report
Topic 3B: Modify a Custom Report's Header and Footer
Topic 3C: Add a Picture to a Report
Topic 3D: Modify a Custom Report's Margins
Topic 3E: Print
a Custom Report
Topic 4A: Create a Project Schedule Template
Topic 4B: Create a Custom Combination View
Topic 4C: Make Custom Views Available to Other Project Plans
Topic 4D: Share Resources
Topic 4E: Create a Master Project Schedule
Upon successful completion of this course, students will be able to:
create simple and freeform shapes.
create logos using simple shapes.
create logos using custom paths.
enhance logo text.
manipulate body type.
create an advertisement.
organize creative assets using Adobe® Bridge.
Topic 1A: Create a New Document
Topic 1B: Customize the Workspace
Topic 1C: Draw Basic Shapes with the Shape Tools
Topic 1D: Draw
Basic Freeform
Shapes with the
Pencil Tool
Topic 2A: Format Objects
Topic 2B: Manipulate Objects
Topic 2C: Insert
Type
Topic 3A: Draw Paths with the Pen Tool
Topic 3B: Modify Existing Shapes
Topic 3C: Duplicate Objects
Topic 3D: Apply
Graphic Styles
Topic 4A: Apply Gradients to Type
Topic 4B: Flow Type on a Path
Topic 4C: Apply
an Envelope to Type
Topic 5A: Import Body Type
Topic 5B: Format Type with Styles
Topic 5C: Find and Replace Text
Topic 5D: Fix Spelling Errors
Topic 5E: Insert
Typographic
Characters
Topic 6A: Import a Graphic
Topic 6B: Align Objects
Topic 6C: Apply Spot Colors
Topic 6D: Wrap Text
Topic 6E: Export
a File
Topic 7A: Customize the Adobe Bridge Workspace
Topic 7B: Append
Metadata to Assets