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Introduction to QuickBooks 2009


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

The presentation provides an introduction to setup 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

Published in Business , Economy & Finance
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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&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&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 This webinar is a copyright by NR Computer Learning Center. Thanks for your time and have a great day.


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