QuickBooks Pro 2009: Getting Started

Target Audience
Expected Duration
Lesson Objectives
Course Number

QuickBooks 2009 is a flexible and robust software accounting program designed for use by small businesses to help organize and manage all areas of your company's finances. This course covers the basic aspects of the QuickBooks Pro software. It provides an overview of the QuickBooks interface and explains how to use the interface for basic operations, such as creating a company file, and adding customers, vendors, accounts, and items to a company file. It covers the basic aspects of QuickBooks Help, as well as the key aspects of centers, lists, and forms. In addition, the Customer Center, Vendor Center, and Employee Center and the methods of working with these centers are explored. Creating item lists and forms, such as invoices, sales receipts, and purchase orders are explained, and the course demonstrates methods of protecting and backing up data. The process of managing banking and billing transactions is examined and the concept of payroll is introduced. The process of creating reports and budgets is also covered.

Target Audience
Consumers and small office users with very basic accounting and accounting software skills who wish to use QuickBooks for their business purposes.

Expected Duration (hours)

Lesson Objectives

QuickBooks Pro 2009: Getting Started

  • set up a new company file
  • customize a company file
  • add customers and vendors
  • add and edit accounts
  • work with items
  • use QuickBooks Help
  • add jobs and employees
  • work with forms
  • protect data
  • set up a company
  • create business components for a company
  • write checks
  • manage bank account transactions
  • manage billing transactions
  • create reports using the QuickReport feature and interact with reports using the QuickZoom feature
  • make simple and complex changes to reports and memorize reports
  • create and edit budgets
  • manage transactions
  • manage reports
  • create and modify budgets
  • Course Number: