QuickBooks Pro 2009

QuickBooks Pro 2009


Total Run Time: 7.8 hrs
This series will open your eyes to just how easy using QuickBooks® Pro® can be to manage, record and understand your company's finances.


  1. Learn how to create a company file and manage vendors, customers and products.
  2. Get an overview of the Company Snapshot, a new QuickBooks feature that shares all key aspects of your business in one screen.
  3. See how to enter vendors, customers, items, inventory and transactions as accurately as possible with as much detail as possible.
  4. Learn how to secure your financial files, share QuickBooks files with multiple users and back them up in order to secure your data.
  5. Discover how Centers work to provide easy access to an overview of or specific information for Vendors, Customers and Employees.

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SKU: tt_TQKBK09 Categories: , , ,


Master QuickBooks software skills, as well as learn basic accounting concepts that will allow you to use QuickBooks efficiently and accurately to manage financial information. From creating a company file to tracking products, vendors, customers, assets and liabilities, along with building customized reports, this course allows you to master QuickBooks software so you can master your business.

Work-along project files compatible with US version of QuickBooks Pro only.

Sample clip

Course outline

Chapter 1: QUICKBOOKS OVERVIEW (13 min)

  1. QuickBooks Versions
  2. Tour of the Interface
Chapter 2: THE COMPANY FILE (25 min)

  1. Opening an Existing Company
  2. Preparing to Set Up a New Company
  3. Creating a New Company File
Chapter 3: THE CHART OF ACCOUNTS (24 min)

  1. Accounting Primer
  2. Adding New Accounts
  3. Editing Accounts
  4. Displaying & Adding Account Numbers
Chapter 4: PREFERENCES & SECURITY (21 min)

  1. Customizing Preferences
  2. Security Overview
  3. Establishing Security
Chapter 5: COMPANY LISTS (17min)

  1. Working with Lists
  2. Organizing Lists
Chapter 6: IMPORTING DATA (23 min)

  1. General Import Strategies
  2. Installing the Conversion Tool
  3. Starting the Conversion Tool
  4. Importing from Microsoft® Excel®
Chapter 7: BANK ACCOUNTS (19 min)

  1. Creating & Using Accounts
  2. Writing Checks
  3. Transferring Funds between Accounts
Chapter 8: SERVICES & INVENTORY (46 min)

  1. Inventory Accounts Overview
  2. Entering Products & Services
  3. Working with the Vendor List
  4. Ordering & Receiving Products
  5. Making Inventory Adjustments
  6. Returning Items to Vendors
  7. Inventory Reports
Chapter 9: CUSTOMERS (16 min)

  1. Adding Customers
  2. Defining Jobs
  3. Adding Custom Fields
Chapter 10: RECORDING SALES (29 min)

  1. Making Cash Sales
  2. Using Estimates
  3. Working with Progressive Invoicing
  4. Sending Invoices

  1. Adjusting for Credits & Returns
  2. Creating Credit Memos
  3. Working with Finance Charges
  4. Creating Statements
Chapter 12: CUSTOM SALES FORMS (30 min)

  1. Customizing a Product Invoice
  2. Using the Layout Designer & Downloading Templates
  3. Assigning & Managing Templates
Chapter 13: ACCOUNTS RECEIVABLE (24 min)

  1. Receiving Payments
  2. Making Deposits
  3. Streamlining Payments & Deposits
  4. Viewing A/R Reports
Chapter 14: ACCOUNTS PAYABLE (16 min)

  1. Entering Bills
  2. Paying Bills
Chapter 15: SALES TAX (19 min)

  1. Setting Up Sales Tax
  2. Applying Sales Tax
  3. Determining & Paying Sales Tax
Chapter 16: MANAGING EMPLOYEE DATA (33 min)

  1. Getting Ready for Payroll
  2. Setting Up Payroll
  3. Adding Employees
  4. Creating & Using Timesheets
  5. Preparing Paychecks
  6. Paying Payroll Liabilities
Chapter 17: CREDIT CARDS (08 min)

  1. Creating Credit Card Accounts & Entering Charges
  2. Reconciling & Paying Credit Card Accounts
Chapter 18: OTHER ENTRIES (16 min)

  1. Assets & Depreciation
  2. Creating Liability & Equity Accounts
Chapter 19: ONLINE BANKING (09 min)

  1. Setting Up for Online Access
  2. Working with Online Data
Chapter 20: SHARING INFORMATION (30 min)

  1. Writing Letters
  2. Synchronizing with Microsoft® Outlook®
  3. Customizing & Sharing Reports
  4. Working with an Accountant’s Copy

  1. End of Year Activities
  2. Preparing Forms & Closing Periods
  3. Backing Up Data
  4. Cleaning Up Company Data
  5. Credits

Presenter Info

Erin A. Olsen

 Erin A. Olsen has been spreading her enthusiasm and vision for the power of desktop technology since 1994 to more than 37,000 people in seven countries. Since founding PCKeys Technology Solutions, she has authored more than 36 CBT titles, developed hundreds of courses and effectively presented to thousands. When Erin started her technology career, the PC was fairly new. Windows 3.1 was just coming out so she had to find ways to explain this new technical environment in terms non-technical people could understand. Her illustrations and explanations did and continue to do so today in fundamental to advanced topics. Erin combines her formal education in information technology and education with an emphasis in instructional design and technology (B.I.T., M.Ed.), with her technical expertise, real-world experience and understanding of adult learning to present these technical topics in an easy-to-understand, easy-to-apply and fun manner using relatable examples and analogies. Erin’s unique combination of personality and skills allow her to provide an enhanced learning experience for all that is effective, engaging and memorable.