donna kay maryville university of saint louis computer accounting with quickbooks 2011 chapter 13
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Donna KayMaryville University of Saint Louis
COMPUTER ACCOUNTING WITH
QUICKBOOKS 2011
CHAPTER 13
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CHAPTER 13 OVERVIEW
QuickBooks in the Real World Authentic Project Milestones
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QUICKBOOKSLIVE CONSULTING PROJECT Opportunity to apply knowledge and skills Role of QuickBooks consultant Opportunity for realistic, valuable
professional experience Enhance your resume
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LIVE PROJECT
Project management framework Guides you through development of an accounting system
Divides the project into milestones for system development
Can be used with various types of organizations
Customize the system to meet the specific needs of entrepreneur or not-for-profit
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GETTING STARTED
Identify QuickBooks project Gather project information Complete the User Requirements
Checklist Begin project proposal
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Proposal
Cover letter
Executive summary
Proposal report
Overview
Scope
Responsibilities
Cost/ benefit analysis
Timeline
Recommendation
COMPUTER ACCOUNTING WITH QUICKBOOKS 2011
MILESTONE 1
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MILESTONE 2
Company Setup Chart of Accounts
Create Review Approval
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MILESTONE 3
Create lists Customer list Vendor list Employee list Item list Payroll information (if applicable)
Approval
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MILESTONE 4
Memorized Transactions Cash sales Credit sales Purchase order
Enter sample data Approval Modify (if needed)
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MILESTONE 5
Memorized reports Which reports?
Review Chapters 4-7 Communicate options with client
Create reports Approval
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MILESTONE 6
Documentation History Client Instructions
How to back up How to use transactions How to use reports
Training materials Year-end Guide
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Possible outline:
History and Overview
Demonstration
Examples
Cost/Benefit
Summary
Question & Answer
MILESTONE 7
Presentation
Complete project
Present to class
Present to client
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TO LEARN MORE …
COMPUTER ACCOUNTING WITH QUICKBOOKS 2011
Turn to Chapter 13
Visit the Online Learning Centerwww.mhhe.com/kay2011
Visit the Student Blogwww.myquickbooks.me