Synopsis
QuickBooks®: Online Banking and Budgets shows how to manage online banking create and track budgets and use existing information to create forecast reports in QuickBooks.

Audience
This course is for anyone who requires a business accounting program and wants to get the most out of using QuickBooks.

Time
4 hours

Product Code: QBKC10

After completing QuickBooks®: Online Banking and Budgets the user should be able to:

Choose an online bank and open an account
Manage online transactions
Create a budget
View budget reports
Create a forecast


Investigating Online Banking

Common questions about online banking
Undertaking preliminary steps
Preparing an activated account
Setting up an Internet connection


Setting Up an Online Account

Using the Online Banking Setup Interview
Exploring your options
Using a start-up kit


Using the Online Banking Center

Going online with new accounts
Retrieving QuickStatements
Matching accounts with online statements
Looking up an account's identification


Managing Online Transactions

Making online payments
Sending and editing payments
Transferring between accounts online
Obtaining a report of online transactions


Budgeting

Creating a budget
Getting through the first year
Creating budget overview reports
Creating budget versus actual reports


Forecasting

Understanding the types of forecasting
Forecasting with a sales report
Printing a sales report


Creating Forecasts

Building a cash receipts forecast
Using a cash outflow for inventory forecast
Employing a cash outflow forecast
Working with a cash flow forecast


This course has the following features:

Exercises that allow users to practice in QuickBooks 6.0
A file containing the text of the exercises
Simulations that allow users to practice course skills even if they don't have access to QuickBooks 6.0
A glossary
A Skill Assessment


QuickBooks®: The First Time in QuickBooks® (QBKC01)
QuickBooks®: Setting Up Accounting (QBKC02)
QuickBooks®: Entering Historical Data (QBKC03)
QuickBooks®: Managing Accounts and Lists (QBKC04)
QuickBooks®: Invoices and Sales Tax (QBKC05)
QuickBooks®: Paying Bills (QBKC06)
QuickBooks®: Managing Assets and Reports (QBKC07)
QuickBooks®: Paying Employees (QBKC08)
QuickBooks®: Managing Taxes (QBKC09)


QuickBooks® is a registered trademark of Intuit Inc.


 


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