Author : | L. Keith Jordan, CPA |
Course Length : | Pages: 70 ||| Review Questions: 50 ||| Final Exam Questions: 50 |
CPE Credits : | 9.5 |
IRS Credits : | 0 |
Price : | $85.45 |
Passing Score : | 70% |
Course Type: | NASBA QAS - Text - NASBA Registry |
Technical Designation: | Technical |
Primary Subject-Field Of Study: | Specialized Knowledge - Specialized Knowledge for Course Id 282 |
Description : |
This QuickBooks course for CPAs covers the more basic aspects of QuickBooks Pro 2009, teaching the student how to:
• Work with preferences, items, lists, and forms • Work with the Fixed Asset Item List • Create purchase orders, accounts payable transactions, and automated and manual checks • Create customer invoices, and receive payments and make deposits • Process payroll transactions and create payroll checks • Modify forms to create a customized appearance • Create journal entries and understand when they are needed • Reconcile bank accounts • Create, modify, and export reports • Maintain QuickBooks company data files. |
Usage Rank : | 10000 |
Release : | 2009 |
Version : | 1.0 |
Prerequisites : | None |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed |
Additional Links : |
Intuit Releases QuickBooks 2009 R14
|
Advance Preparation : | None |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE) |
Revision Date : | 01-Mar-2024 |
NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Approved Audience : | NASBA QAS - Text - NASBA Registry - 282 |
Keywords : | Specialized Knowledge and Applications, QuickBooks, Pro, 2009, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives
• use QuickBooks to set up a new company file; • identify basic elements of the QuickBooks Home page, define the role of lists and forms, and specify preference settings; • identify features of the Chart of Accounts list, distinguish between accounts and subaccounts, locate non-posting accounts and contrast them to posting accounts; • demonstrate how to classify and organize the Items list; • describe QuickBooks payroll features and recommend from alternatives, employ user-defined fields to customize information, and demonstrate how to setup payroll information in QuickBooks; • identify the basic elements of modifiable QuickBooks forms, and demonstrate how to use form options to modify and design these forms so that they better meet the needs of the enterprise; • illustrate how to enter transactions in QuickBooks, use QuickBooks Fixed Asset control features, and demonstrate how to memorize and print transactions in QuickBooks; • explain how to use the QuickBooks bank reconciliation feature, describe the options available, and determine the best approach for entering credit card transactions into QuickBooks; and • utilize reports and graphs features available in QuickBooks, demonstrate how to export report data, and describe QuickBooks file maintenance utilities. Chapter 1
• evaluate for whom QuickBooks is best designed and suited and calculate candidate company file size to determine if QuickBooks meets company needs. Chapter 2
Chapter 3
• specify Preferences settings. Chapter 4
• distinguish between an account and a subaccount when viewing the Chart of Accounts list, locate non-posting accounts on the Chart of Accounts list and contrast non-posting accounts to posting accounts. Chapter 5
• demonstrate how to set up and organize Items and Item Groups Chapter 6
• demonstrate how to set up payroll information in QuickBooks to use basic payroll features and employ user-defined fields to customize captured information. Chapter 7
• use available form options to design and modify QuickBooks forms to better meet the needs of the enterprise. Chapter 8
• utilize features available in QuickBooks Pro to control Fixed Assets, and demonstrate how to memorize and print or batch print transactions. Chapter 9
• determine the best approach for entering credit card transactions into QuickBooks. Chapter 10
• describe QuickBooks utilities related to file maintenance, such as making backups. |
Course Contents : | Chapter 1 An Overview Chapter 2 Getting Started Chapter 3 The Basics Chapter 4 Chart of Accounts Chapter 5 The Items List Chapter 6 Payroll Chapter 7 Forms Chapter 8 Recording Transactions Chapter 9 Reconciliations Chapter 10 Analysis and Maintenance |