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  • Finance and Accounting Training

    accountingInterSource offers live instructor-led courses on the most useful and important finance and accounting subjects, including Accounting, Budgeting, Finance, Microsoft Excel and Quickbooks.

    These live classes are offered via a Web interface.

  • About Finance and Accounting

    Accountancy is a branch of mathematical science that is useful in discovering the causes of success and failure in business. The principles of accountancy are applied to business entities in three divisions of practical art, named accounting, bookkeeping, and auditing.

    Corporate finance is an area of finance dealing with financial decisions business enterprises make and the tools and analysis used to make these decisions. The primary goal of corporate finance is to maximize corporate value while managing the firm's financial risks.

    Although it is in principle different from managerial finance which studies the financial decisions of all firms, rather than corporations alone, the main concepts in the study of corporate finance are applicable to the financial problems of all kinds of firms.

    Managerial finance is an interdisciplinary approach that borrows from both managerial accounting and corporate finance. Sound financial management creates value and organisational agility through the allocation of scarce resources amongst competing business opportunities. It is an aid to the implementation and monitoring of business strategies and helps achieve business objectives.


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  • Course Details Finance and Accounting

    Classes are offered via a live web conference. For detailed course outlines and scheduled classes, please see below.

    Online classes are never cancelled due to low enrollment. The instructors who teach our online classes are no less than outstanding, and each has years of practical and training experience.

    InterSource clients are active globally. Live web courses are priced in US dollars, and run during Eastern Standard Time (New York) business hours. We also run live web conference classes during European business hours, which can be invoiced in local currencies. For further information please contact us on +41 (22) 958 0114.

Introduction to Quickbooks 2008

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Course duration

  • 2 Days

Course Outline

This Introduction to Quickbooks 2008 training class covers the fundamentals of using QuickBooks 2008. This class will be conducted using a current version of QuickBooks. Your instructor will point out the minor differences between versions where they exist. For our custom instructor-led online and onsite classes, we use the version of the software you use in your office.

NOTE: This class is geared for PC users only. Mac versions of the software are not supported in the training.

Note: If you are using an online version of the software, the steps outlined in the provided course manual may not exactly match. We recommend you download a student version for class.

  • Learn to navigate the QuickBooks workspace and become comfortable with using shortcuts, menus, and icons.
  • Learn to start, backup, and restore company files.
  • Learn how to add new accounts.
  • Learn how to create new customers, vendors, service items, and inventory items.
  • Learn about forms.
  • Learn how to eneter sales reeceipts, invoices, and credit memos.
  • Learn how to enter credit card transactions.
  • Learn the important QuickBooks features for entering and paying bills nad running reports
  1. Discovering the QuickBooks Work Area
    1. Navigating QuickBooks
    2. Accounting Concepts and QuickBooks Terminology
    3. QuickBooks Help Features
  2. Creating New Company Files
    1. Setup Checklist
    2. Creating the Company File
    3. Historical Transactions
    4. Backing Up Company Files
    5. Opening and Closing QuickBooks
      1. Opening a Company File
      2. Closing a Company File
      3. Reopening QuickBooks
  3. Customizing the Company Files Setup
    1. Customizing the Chart of Accounts
    2. Adding a Credit Card Account
    3. Adding Customers
    4. Adding Vendors
    5. Adding Items
      1. Adding Inventory Items
    6. Adding Multiple Entries to a List
  4. Customer Center and Customer Transactions
    1. Exploring the Customer Center
    2. QuickBooks Sales Process
    3. Creating a Sales Receipt
    4. Creating an Invoice
    5. Customer Payments
    6. Undeposited Funds
    7. Credit Memos and Refunds
    8. Customer Center Tasks
    9. Other Features of the Customer Center
  5. Vendor Center and Purchases
    1. Exploring the Vendor Center
    2. Writing Checks vs Entering Bills
    3. Paying Bills
    4. Credit Card Transactions
    5. Vendor Reports

InterSource Geneva, a premier Information Technology training firm, offers over 400 different courses on server, database and programming technologies, as well as end-user classes for the most popular office, graphics and design applications. We serve clients in Switzerland (Geneva, Lausanne, Bern, Basel, Zurich) and throughout Europe (France, Germany, Austria, Finland, Sweden, England, Netherlands, Spain, etc.).


InterSource offers custom, private courses at client sites, standard public courses in our Geneva classroom, and online training via live Web conference. Training is offered in English and many other languages (Francais, Deutsch, Espanol, Italiano.)


For an overall view of our offerings, please visit us at www.intersource.ch.