Introduction to QuickBooks <br />Webinar ID: 321-842-275<br />Use microphone or <br />Dial: 312-878-0222<br />Access Code:...
NR Computer Learning Center<br /><ul><li>Established in 2002
Located in Orange, California
Provide workshops/webinars related to Small & Medium size Businesses (SMB):
QuickBooks & Microsoft Excel
Online Marketing / Social media
Website Design
Security Awareness
Basic Computer
Networking
Project Management
and more</li></ul>www.nrclc.com<br />
NR Computer Learning Center<br /><ul><li>Corporate Training
Online and Onsite Training
Provide Test Preparation Classes, Software and Courseware
Authorized Testing Center for Certiport, Pearson and Prometric
Partners</li></li></ul><li>Webinar Logistics<br />Sound<br />Questions<br />
SunitaMehrotra<br /><ul><li>Over 15 years of experience in IT and Financial Industries.
Specialized in Financial Management and Taxation for Small businesses
Certified QuickBooks ProAdvisor
Education: MSCS, BSCS, MCAS Excel 2007</li></li></ul><li>Overview<br /><ul><li>Starting a QuickBooks
Using the QuickBooks
Understanding the basic features and functionalities of QuickBooks 2008
Understanding the difference between Vendor, Customers, Employees, Company and Banking Information.
Setting up Company Information
Opening and closing the QuickBooks files</li></li></ul><li>QuickBooks 2008<br />Electronic accounting system is used for:<...
Keep track of bank accounts, billing cycles, and inventory
Prepare and print checks
Automate transactions
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Introduction to QuickBooks 2008

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The presentation provides an introduction to setting up and using QuickBooks 2009 to manage Vendors, Customers, Employee, Company and Banking information.

The topics include: Starting QuickBooks, Using the QuickBooks, the basic features and functionalities of QuickBooks 2008, the difference between Vendors, Customers, Employees, Company and Banking Information, Setting up the company information and Opening/Closing the QuickBooks file

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  • Good morning, good evening or good afternoon depending of where you are in the world? Welcome to today’s webinar. Sunita will be presenting an “Introduction to QuickBooks 2008” brought to you by NR Computer Learning Center. My name Vazi Okhandiar and I am your coordinator today.
  • NR Computer Learning Center located is Southern California has been providing computer training since 2002. We specialize in providing computer services to Small and Medium size companies. We have weekly webinar and workshops in the area of QuickBooks, Microsoft Excel, Online Marketing, Website Design, Security Awareness, Basic Computer, Networking, Project Management.
  • I would like to make few announcements before we begin.Sound: This is a streaming audio event. Make sure that sound on your PC is turned on.Questions: Type your questions using the “Ask a Question” Text box.We encourage everyone to participate in our interactive Question and Answer session at the end of the event. Please feel free to present question any time by typing the question under “Questions” text area on the right panel and then clicking on the submit button.Now on to the presentation.Sunita Mehrotra to present “Introduction to QuickBooks”.
  • Sunita has over 15 years of experience in software development and providing IT training with specialization in Financial Industry. She has been involved in providing training and setting and operating of financial system for small business for the over five years. She is also. Her area of specialization include financial management and accounting practices for small businesses.  She has worked for H&amp;R Block, Superior National Insurance Group, William M. Mercer, Applied Information for Marketing (AIM) and TCAM. She has a Master’s in Computer Science and Mathematics. She is certified in Taxation, Accounting and Financial Planning. She is also Certified in Microsoft Excel 2007 and QuickBooks ProAdvisor.
  • And with that is the close of my presentation and I will pass it back to Vazi. Here is my contact information and feel free to contact me if you have any question. I will stay on the line for 15 minute to answer any question you may have. And Vazi back to you.Vazi:Al right. Thanksto Sunita for providing informative presentation. As a reminder, to participate in Q&amp;A, just type your question in the text box, located on the right panel, and then click on the submit button. And now we will start with the first question to Sunita, “ How…”
  • So that concludes the days event. For those of you who did not get their questions answered, one of our expert will send response via email. For more information, please visit our website. The information is open before you. Thanks for attending today’s webinar on “Introduction to Quick Books” by Sunita Mehrotra brought to you by NR Computer Learning Center. Please note that, within 24 hours you will receive an email with link to today’s presentation and additionally you can view today’s even by visiting www.nrclc.com/events. This webinar is a copyright by NR Computer Learning Center. Thanks for your time and have a great day.
  • Introduction to QuickBooks 2008

    1. 1. Introduction to QuickBooks <br />Webinar ID: 321-842-275<br />Use microphone or <br />Dial: 312-878-0222<br />Access Code: 665-028-153<br /> Feb 18, 2010<br />NR Computer Learning Center<br />2100 W. Orangewood, Suite 110<br />Orange, CA 92868<br />www.nrclc.com<br />(714) 505-3475<br />
    2. 2. NR Computer Learning Center<br /><ul><li>Established in 2002
    3. 3. Located in Orange, California
    4. 4. Provide workshops/webinars related to Small & Medium size Businesses (SMB):
    5. 5. QuickBooks & Microsoft Excel
    6. 6. Online Marketing / Social media
    7. 7. Website Design
    8. 8. Security Awareness
    9. 9. Basic Computer
    10. 10. Networking
    11. 11. Project Management
    12. 12. and more</li></ul>www.nrclc.com<br />
    13. 13. NR Computer Learning Center<br /><ul><li>Corporate Training
    14. 14. Online and Onsite Training
    15. 15. Provide Test Preparation Classes, Software and Courseware
    16. 16. Authorized Testing Center for Certiport, Pearson and Prometric
    17. 17. Partners</li></li></ul><li>Webinar Logistics<br />Sound<br />Questions<br />
    18. 18. SunitaMehrotra<br /><ul><li>Over 15 years of experience in IT and Financial Industries.
    19. 19. Specialized in Financial Management and Taxation for Small businesses
    20. 20. Certified QuickBooks ProAdvisor
    21. 21. Education: MSCS, BSCS, MCAS Excel 2007</li></li></ul><li>Overview<br /><ul><li>Starting a QuickBooks
    22. 22. Using the QuickBooks
    23. 23. Understanding the basic features and functionalities of QuickBooks 2008
    24. 24. Understanding the difference between Vendor, Customers, Employees, Company and Banking Information.
    25. 25. Setting up Company Information
    26. 26. Opening and closing the QuickBooks files</li></li></ul><li>QuickBooks 2008<br />Electronic accounting system is used for:<br /><ul><li>Organize and monitor company finances
    27. 27. Keep track of bank accounts, billing cycles, and inventory
    28. 28. Prepare and print checks
    29. 29. Automate transactions
    30. 30. Create budgets
    31. 31. Generate reports and graphs</li></li></ul><li>QuickBooks Comparison<br />http://quickbooks.intuit.com/product/accounting-software/quickbooks-comparison-chart.jsp<br />Simple Start Free: http://quickbooks.intuit.com/qb/products/common/direct_download/email.jsp<br />
    32. 32. Starting QuickBooks<br />To start QuickBooks, double click the QuickBooks icon on the desktop<br />
    33. 33. Creating A Company<br />QB comes with 2 sample files<br />Click the icon to open an existing company<br />Click the icon to create a New Company<br />When creating a company use EasyStep Interview <br />
    34. 34. Company Information<br /><ul><li>List of information for setting new company in QuickBooks
    35. 35. Started Date
    36. 36. Company Contact Information
    37. 37. Industry (Chart of Account)
    38. 38. Bank Statement (Balance)
    39. 39. EIN Number
    40. 40. Preferences</li></li></ul><li>Chart of Accounts<br /><ul><li>Is a complete list of business accounts </li></ul> and their balances<br /><ul><li> Is used for tracking flow of money
    41. 41. Can be customizes according to the </li></ul> company<br />
    42. 42. The QuickBooks desktop<br />Toolbar<br />Company<br />Vendor<br />Customer<br />Banking<br />Employees<br />
    43. 43. Toolbar<br />Title Bar<br />Menu Bar<br />Icon Bar<br />Navigation Bar<br />
    44. 44. Navigation Bar<br />Home<br />Customer Center<br />Vendor Center<br />Employee Center<br />Report Center<br />Online Banking<br />Help<br />
    45. 45. Icon Bar<br />Help<br />Reminder<br />Search<br />Invoice<br />Item<br />Find<br />Check<br />Feedback<br />Services<br />Bill<br />Register<br />Payroll<br />Account<br />Credit Cards<br />
    46. 46. The QuickBooks desktop<br />Company<br />Vendor<br />Customer<br />Banking<br />Employees<br />
    47. 47. Five Controls<br /><ul><li>Company
    48. 48. Employees
    49. 49. Vendors
    50. 50. Customers
    51. 51. Banking</li></li></ul><li>Company<br />Chart of Accounts<br />Build Assemblies<br />Items & Services<br />Adjust Quantity On Hand<br />Marketing Tools<br />
    52. 52. Employees<br />Payroll Center<br />Enter Time<br />Pay Employees<br />Pay Liabilities<br />Process Payroll Forms<br />
    53. 53. Vendors<br />Purchase Orders<br />Receive Inventory<br />Enter Bills Against Inventory<br />Enter Bills<br />Pay Bills<br />Manage Sales Tax<br />
    54. 54. Customers<br />Sales Orders<br />Estimates<br />Create Invoices<br />Statement Charges<br />Finance Charges<br />Statements<br />Receive Payments<br />Create Sales Receipts<br />Refunds & Credits<br />
    55. 55. Banking<br />Record Deposits<br />Reconcile<br />Write Checks<br />Check Registry<br />Print Checks<br />Enter Credit Card Charges<br />
    56. 56. QuickBooks Learning Center<br />To start QuickBooks Learning Center, by clicking Help from Menu bar and then selecting QuickBooks Learning Center.<br />
    57. 57. Context-sensitive help<br /><ul><li>Choose Help
    58. 58. QuickBooks Help
    59. 59. Press F1</li></li></ul><li>QuickBooks files<br /><ul><li>Only one company file can be open at a time
    60. 60. QuickBooks files are continuously updated as you work
    61. 61. There’s no Save command under File menu instead there is a save button to save the transaction. </li></li></ul><li>Opening a company file<br />To open, select window Explorer and then select the file or click on the QuickBooks Icon.<br />
    62. 62. Summary<br /><ul><li>How to Start QuickBooks
    63. 63. How to View a sample file
    64. 64. How to Navigate on the QuickBooks desktop
    65. 65. How to open an existing company file
    66. 66. How to use the Help system
    67. 67. How to close QuickBooks</li></li></ul><li>Q & ASunita Mehrotra: sunita@nrclc.com<br />
    68. 68. NR Computer Learning Center2100 W. Orangewood, Suite 110Orange, CA 92868www.nrclc.com714-505-3475<br />SunitaMehrotra: sunita@nrclc.com<br />VaziOkhandiar: vazi@nrclc.com<br />For information on future event, please visit www.nrclc.com/events<br />

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