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 Courses Offered

EXCEL
QUICKBOOKS

 QuickBooks Seminar - Level 1

LEVEL 1
8am - 5pm

Lesson 1: Getting Started

  • Gaining an overview of the course and the topics to     be covered
  • Learning how QuickBooks works and how to get     around
  • Learning common business terms used by     QuickBooks

    Lesson 2: Setting up QuickBooks

  • Discussion of decisions to be made before using     QuickBooks
  • Creating a new company file with QuickBooks
  • Customizing QuickBooks with the EasyStep     interview

    Lesson 3: Working with Lists

  • Working with the chart of accounts
  • Adding customer information in QuickBooks
  • Adding vendor information in QuickBooks
  • Learning about custom fields for customer, vendors,     and items
  • Tips for managing lists in QuickBooks

    Lesson 4: Working with Bank Accounts

  • Learning how to working with bank account     registers
  • Learning features common to all QuickBooks     registers
  • Learning about entering transactions directly into     registers
  • Learning how to reconcile bank accounts in     QuickBooks

    Lesson 5: Using Other Accounts in QuickBooks

  • Introducing the other account types in QuickBooks
  • Learning how to track credit cards transactions
  • How to reconcile a credit card account in     QuickBooks
  • Discussion of the other types of asset, liability, and     equity accounts in QuickBooks

    Lesson 6: Entering Sales Information

  • Learning about the different types of sales forms in     QuickBooks
  • Learning about purchase orders and printing forms     to PDF.
  • Learning how to create invoices in QuickBooks
  • Learn the purpose of and use of the item list
  • Learn how to enter data on a sales form
  • How to memorize invoices
  • How to add new items to the item list
  • How to add price levels on the price level list
  • How to associate price levels to customer records
  • How to create invoice letters and reminder     statements

    Lesson 7: Receiving and Making Deposits

  • Learning how to record customer payments
  • Learning how to handle customer discounts, partial     payments and overpayments
  • How to record deposits in QuickBooks
  • How to record cash back from a deposit
  • Learn how to process credit card transaction in     QuickBooks

    Lesson 8: Entering and Paying Bills

  • Discuss the different ways to handle bills in     QuickBooks
  • Learn how to enter a bill in QuickBooks
  • How to pay bills in QuickBooks
  • Learn how to enter a discount for a bill from a     vendor

     

     

    •  QuickBooks Seminar - Level 2

    LEVEL 2
    8am - 3pm

    Lesson 9: Analyzing Financial Data

  • Discussion of the tools for analyzing data in     QuickBooks
  • How to create a Quick Report
  • How to add columns and reposition columns on a     report
  • Learn about the different preset reports in     QuickBooks
  • Practice creating reports and viewing them on     screen
  • Customizing report information and look
  • How to create report batches
  • How to save reports to PDF
  • How to export report to Excel and how filter reports     in Excel
  • Learn about the different report graphs in     QuickBooks
  • How to create and customize graphs

    Lesson 10: Setting up Inventory

  • Gaining an overview of what inventory will and won't     do in QuickBooks
  • Practice filing out purchase orders for inventory     items
  • Tracking the receipt of inventory items in     QuickBooks
  • Adjusting inventory in QuickBooks

    Lesson 11: Tracking and Paying Sales Taxes

  • Gaining an overview of sales taxes management in     QuickBooks
  • How to properly setup sales taxes in QuickBooks
  • How to apply sales taxes to a sale
  • How to determine sales tax liability and pay sales     tax liabilities

    Lesson 12: Doing Payroll in QuickBooks

  • Gaining an overview of managing payroll in     QuickBooks
  • Learn how to properly setup payroll in QuickBooks
  • How to set up employees for payroll in QuickBooks
  • How to set up payroll schedules
  • How to pay employees and payroll liabilities.

    Lesson 13: Estimating and Progress Invoicing

  • Learning how to create job estimates
  • Finding estimates in the company file
  • Learning how to copy estimates
  • How to create invoices from estimates
  • How to display reports on projects
  • How to update a job or project status
  • How to make estimate inactive

    Lesson 14: Tracking Time

  • Learning how to track time spent on a project
  • Learning how to invoice a customer for time worked     on a project
  • How to create report for time tracking and learning     about other project reports
  • How to pay nonemployees for time worked

    Lesson 15: Customizing Forms and Writing Letters

  • How to modify preset invoice forms
  • Designing custom invoices
  • Printing invoices
  • Learning how to prepare collection letters
  • Learning how to edit prewritten letters

    •  Excel Seminars

    The Microsoft® Office System contributes to your success by building connections between your people, information and business processes. Microsoft Office has evolved from a suite of personal productivity products to a more comprehensive and integrated system.

    Currently Offered Excel Courses:

    Excel 2003 - Level 1
    Duration:
    Instructor-led Classroom Learning - 1.00 Day(s)
    Mentored Learning - Flexible

    Overview:
    In this course, you will use Microsoft® Office Excel 2003 to manage, edit, and print data.

    Who Should Attend:
    This course is designed for persons preparing for certification as a Microsoft Office Specialist in Excel, who already have knowledge of the Microsoft Office Windows 98 (or above) operating system, and who desire to gain the skills necessary to create, edit, format, and print basic Microsoft® Office Excel 2003 worksheets.

    At Course Completion:
    You will create and edit basic Microsoft Office Excel worksheets and workbooks.
    Prerequisite(s) or equivalent knowledge:
    Windows XP (New Version) - Level 1
     
    Outline:
    Lesson 1: Getting started with Excel
    • An Overview of Excel
    • Navigate in Excel
    • Select Data
    • Enter Data
    • Save a Workbook
    • Obtain Help
    Lesson 2: Modifying a Worksheet
    • Move and Copy Data Between Cells
    • Fill Cells with Series of Data
    • Edit Cell Data
    • Enter Data
    • Insert and Delete Cells, Columns, and Rows
    • Find, Replace, and Go To Cell Data
    • Spell Check a Worksheet
    Lesson 3: Performing Calculations
    • Create Basic Formulas
    • Calculate with Functions
    • Copy Formulas and Functions
    • Create an Absolute Reference
    Lesson 4: Formatting a Worksheet
    • Change Font Size and Type
    • Add Borders and Color to Cells
    • Change Column Width and Row Height
    • Merge Cells
    TOP
    Excel 2003 - Level 2
    Duration:
    Instructor-led Classroom Learning - 1.00 Day(s)
    Mentored Learning - Flexible

    Overview:
    In this course, you will use Microsoft Office Excel 2003 to streamline and enhance your spreadsheets with templates, charts, graphics, and formulas.

    Who Should Attend:
    The target students for this course are students who desire to gain the skills necessary to create templates, sort and filter data, import and export data, analyze data, and work with Excel on the Web. In addition, this course helps prepare students who desire to prepare for the Microsoft Office Specialist exam in Excel or Module 2 and who already have knowledge of the basics of Excel, including how to create, edit, format, and print basic worksheets.

    At Course Completion:
    You will apply visual elements and advanced formulas to a worksheet to display data in various formats.
    Prerequisite(s) or equivalent knowledge:
    Excel 2003 - Level 1
     
    Outline:
    Lesson 1: Creating and Applying Templates
    • Create a Workbook from a Template
    • Create a Custom Template
    • Working with Comments
    • Create a Hyperlink
    • Use Web-based Research Tools
    Lesson 2: Creating and Modifying Charts
    • Creating a Chart
    • Format Chart Items
    • Change the Chart Type
    • Create a Diagram
    Lesson 3: Working with Graphic Objects
    • Insert Graphics
    • Create AutoShapes
    • Format Graphic Objects
    • Change the Order of Graphic Objects
    • Group Graphic Objects
    • Move, Copy, and Resize Graphic Objects
    Lesson 4: Calculating with Advanced Formulas
    • Create and Apply a Name for a Range of Cells
    • Calculate Across Worksheets
    • Calculate with Date and Time Functions
    • Calculate with Financial Functions
    • Calculate with Statistical Functions
    • Calculate with Lookup and Reference Functions
    • Calculate with Logical Functions
    Lesson 5: Sorting and Filtering Data
    • Sort Data Lists
    • Filter Data Lists
    • Create and Apply Advanced Filters
    • Calculate with Database Functions
    • Add Subtotals to a Worksheet
    Lesson 6: Using Excel with the Web
    • Export Excel Data
    • Publish a Worksheet to the Web
    • Import Data from the Web
    • Create a Web Query
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